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In today's fast-paced, complex business environment, things inevitably change. Estate planning strategies; new members, partners, or stockholders; changes in officers and directors; even changes in business structure, can all be expected in the life of any business. In the highly regulated alcoholic beverage industry, state and federal agencies want to know about those changes. Major ownership changes can actually trigger the need for new licenses and permits -- whether the change occurs in a single large transaction or is the cumulative effect of many smaller changes over time.

CSA helps clients track and report changes to the various regulatory agencies, when needed. We also alert our clients about significant excise tax consequences that can affect small producers after a change of ownership, to help them avoid unpleasant, costly surprises. See TTB Taxes tab for more information.

With success comes growth, and with growth comes new equipment; perhaps even a new building or two. Or maybe you move to a larger facility, or simply buy the winery down the street for extra capacity. These and many other types of changes in your premises or operations often need regulatory approval and should be reported -- in advance.

One of the most common changes in operations involves a larger winery inviting smaller bonded wineries to its share space and equipment. This is known as "alternating proprietorship," or "shared premises wineries." Before embarking on this method of operation, both the host and the tenant(s) need regulatory approval. For more information see the alternating proprietors area.
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