Bottles Brews & Buds Conference 2024 - Virtual Experience

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  • Date/Time
    • Jul 30, 2024
    • Sign In: 11:30am (PT)
    • Program: 11:55am - 3:55pm (PT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / WASCPA Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (4.00)
  • Prerequisites
    • Basic understanding of accounting and financial practices.

  • Vendor
    • Washington Society of CPAs
  • Level
    • Overview
  • Fields of Study
    • Specialized Knowledge
  • Message
    • Virtual Experience

Description

The Bottles, Brews, & Buds Conference is back with new insights and updates! Working in wine and spirits? Accounting for ale? Curious about cannabis?
 
Are you passionate about wine and spirits? Do you love accounting for ale? Are you intrigued by cannabis? Join us for a unique learning experience that will help you shape your practice in these booming sectors. Learn from our top-notch instructors who will share the latest insights and trends in lively sessions with a regional twist. Discover the exciting opportunities that await you in accounting.

Bottles, Brews & Buds is presented by the Alaska, Colorado, Idaho, Montana, Oregon, and Washington Societies of CPAs.

Designed For

  • Whether you are a CPA, a financial advisor, a bookkeeper, or any other professional who works with numbers, you will find value in our program that covers the cannabis, wine, brewing, and distilling sectors. These are some of the most dynamic and profitable industries in the world, and we will help you navigate their complexities and opportunities.

Objectives

  • Cost Accounting 
    • Refresh your knowledge on how cost accounting applies to the cannabis and alcohol supply chain and learn which expenses can reduce your client’s tax liability. Understanding cost accounting is essential for success in these industries!  
  • Risk Management
    • In a risk management session, industries grapple with a wide array of challenges that carry potential risks. These include legal and ethical quandaries, internal control issues related to cash-based businesses, and disclosure concerns, among others. By addressing these multifaceted risks, organizations can enhance their resilience and safeguard their operations.  
  • Cannabis Business Valuation
    • Unlock the Value of Cannabis Businesses! As the cannabis industry blossoms, understanding how to assess the worth of these enterprises is crucial. Ron Seigneur, valuation expert will delve into key aspects, including financial performance and historical data, market analysis and industry trends, asset valuation and intellectual property, regulatory and compliance risks, market position and competitive advantage, and future growth prospects. 
  • Inventory Accounting in Beer/Wine
    • Discover the essential strategies for managing finances in the dynamic world of breweries and wineries. Learn how to choose the right software, set up your chart of accounts, navigate tax rules, and track inventory movement. 
  • State of the Cannabis Industry
    • Join Cannabis tax expert Katye Maxon Landis and Suzie Ochoa as they discuss how the shift from Schedule I to Schedule III could revolutionize the landscape for CPAs.
    •  What You’ll Learn: 
      • Tax Breakthroughs: Rescheduling opens doors for cannabis businesses to claim ordinary expenses, just like any other industry. CPAs, get ready for simplified compliance! 
      • Job Market Insights: Explore potential job opportunities arising from mergers, acquisitions, and industry changes. Stay ahead of the curve! 
      • State-Licensed Realities: Understand the nuances—rescheduling doesn’t mean a free-for-all. State laws still matter. 
  • Unravel the Complexities of Tax and Legal Considerations in the Cannabis, Beer, and Wine Industries 
    • Join an enlightening session where we delve into the intricate world of tax and legal considerations for the cannabis, beer, and wine industries. We will shed light on the latest trends in appeals, address major concerns, and reveal what the IRS is currently focusing on. More importantly, we’ll equip you with the knowledge to navigate these complex matters and avoid potential pitfalls.

 

Highlights

  • 11:55am: Welcome Announcement 
  • 12 - 12:50: Cost Accounting 
  • 1 - 1:50 (concurrent sessions):
    • Risk Assessment 
    • Cannabis Business Valuation - presented by Ron Seigneur 
  • 2 - 2:50 (concurrent sessions):
    • Inventory Accounting - presented by Marissa Testori & Malea Hunt 
    • State of the Cannabis Industry - presented by Suzi Ochoa and Katye Maxon Landis 
  • 3 - 3:50: Unravel the Complexities of Tax and Legal Considerations in the Cannabis, Beer and Wine Industries - presented by Aaron Johnson 
  • 3:55: Adjourn 

 

 

Advanced Prep

  • Download PDF manual - view your upcoming events in "My CPE" on website
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar

Register Now

Leaders

Kathryn Maxson-Landis

Katye received her Certified Public Accountant (CPA) credential in 2011, after working in public accounting for seven years as an auditor and staff accountant. Prior to that, she worked as a bookkeeper and business administrator for 13 years. Katye's greatest strengths are her experience and perspective; she can relate not only to her clients' managerial challenges, but also to those of their staff on the front lines and back rooms of retail and bookkeeping. A champion of fiscal literacy and best practices for the cannabis industry, she brings more than 20 years of experience in accounting, bookkeeping, and administrative solutions for small businesses with a variety of structures.

As the Lead Educator for The Moxy Accountant, she has led workshops hosted by the National Accounting and Finance Show, Oregon and Washington Society of CPAs, and the Western CPE in Montana. Katye's clients and colleagues appreciate her blend of humorous irreverence, professional inquisitiveness, and intellectual skepticism for just about everything. Both inside and outside of the office, Katye is a co-parent, spouse, educator, mentor, ally, advisor, and friend.

Katye has been featured in:

Ronald Seigneur

Ron is Managing Partner of Seigneur Gustafson LLP in CO. He has over 30 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA, state bar associations and the Environmental Protection Agency. He is past chair of the AICPA Accredited in Business Valuation committee and NACVA's Professional Standards Board. He is an adjunct professor at the University of Denver Daniels College of Business where he teaches Valuing a Business. Ron is an author and lead instructor of the Association of Legal Administrator's national Law Firm Management Essentials training program. Ron holds a BA in Hotel Restaurant and Institutional Management from Michigan State University and an MBA in Accounting and Corporate Policy from the University of Michigan. He is co-author of the 1300+ page treatise on business appraisal titled Financial Valuations: Applications and Models; Reasonable Compensation; Application and Analysis for Appraisal, Tax and Management; The Cannabis Industry Accounting and Appraisal Guide; and the soon to be released, Financial Expert Guide for Family Law Judges and Attorneys. Ron also continues to focus attention to tax planning and compliance matters, as well as emphasizing succession and exit planning strategies for Seigneur Gustafson clients and their professional advisors. Ron has co-authored 3 books, including The Cannabis Industry Accounting and Appraisal Guide. He is an adjunct professor at the University of Denver and a speaker on professional practice issues.

Marissa Testori

Marissa is an Audit Senior Manager in Portland, Oregon at Perkins & Co. She provides audit and accounting services to companies in the manufacturing and distribution, food and beverage, real estate, technology, and non-profit industries.

Malea Hunt

Perkins & Co PC

Aaron Johnson

Aaron Johnson is a Shareholder at Lane Powell in the Seattle office. He represents multinational, U.S., and regional businesses in SALT matters including tax litigation, audit defense, appeals, planning and structuring tax efficient transactions. When he is not serving taxpayers, he is serving his community. He is the Washington State Bar Association (WSBA) Tax Section's SALT Committee Chair, on the Tax Section's Legislative and DEI committees, on the ABA Tax Section SALT Executive Committee. Additionally, he teaches federal tax and tax research and writing at the UW School of Law, having previously taught corporate tax at UW Foster School of Business and federal tax at Seattle Pacific University (awarded professor of the year). He is also an appointed member of the Washington Department of Revenue's Business Advisory Council and an advisory member to the Association of Washington Businesses (AWB). Before joining Lane Powell, Aaron managed PwC's Pacific Northwest tax practice. Earlier in his career he was a Judicial Law Clerk, Stockbroker and Financial Advisor, and enlisted U.S. Army Soldier. He received his LL.M. and B.A. from the University of Washington, and his J.D. from the Northwestern School of Law at Lewis & Clark College.

Suzi Ochoa

Managing Member, On The Beach Accounting PLLC

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