top of page

The Monthly Harvest - Winery, Inflation and EV Tax savings

A Toast to The Monthly Harvest: An Enlightening Journey into Wine, Wealth, and Taxes

The inaugural episode of 'The Monthly Harvest', an innovative new series that intertwines the fascinating world of wine with engaging discussions on finance and taxation, truly proved to be an engaging and enlightening experience for the audience. This episode expertly balanced the charm of wine exploration with the gravity of economic trends and tax laws, resulting in a rich blend of knowledge, wisdom, and entertainment.

To kick off the proceedings, Walter Carter, the renowned sommelier and general manager of Masia de la Vinya Winery, shared an exciting glimpse into what's coming up for Temecula Wine Country. Carter, with his wealth of knowledge and infectious enthusiasm for viticulture, gave viewers an insider's look into the evolution of the region's winemaking industry. His insights ranged from grape varietals on the rise, climate considerations, to winemaking techniques, and trends that are shaping the future of Temecula wines. As a bonus, Carter provided invaluable tips on wine tasting, selection, and pairing, providing both novice wine enthusiasts and seasoned connoisseurs with new wisdom to savor.

Next up was Alex Newman, founder of Grape Wealth Management, who skillfully brought viewers up to date on the economic landscape. Newman presented a comprehensive analysis of current economic trends and the implications these may have on investors and financial planning. His segment provided a clear, relatable explanation of complex economic concepts, making it a highly valuable watch for anyone interested in understanding the forces at play in today's economy.

Following Newman was Joshua Richardson, Wealth Associate with Grape Wealth Management, who focused on the hot topic of inflation. Richardson discussed why it is imperative for our money to be actively working for us, especially in times of inflation. His clear, practical advice emphasized the importance of investment strategies that offset inflationary pressures, including investing in assets that tend to perform well during inflationary periods.

Finally, Craig Lash, a Certified Public Accountant also with Grape Wealth Management, addressed California's 2022 tax extension and the introduction of new tax credits for electric vehicles. His expertise in taxation offered viewers a deep dive into these subjects, providing a valuable tool for Californians looking to navigate their taxes efficiently. Particularly noteworthy was Lash’s elucidation on the electric vehicle tax credits – a hot topic considering the push for green energy – explaining who qualifies, how to apply, and the potential benefits these credits hold.

In summary, the premiere episode of 'The Monthly Harvest' seamlessly blended the allure of wine, the practicality of financial management, and the intricacies of taxation into a captivating watch. Whether you're a wine aficionado, a seasoned investor, or a curious learner, this show promises to provide you with a wealth of knowledge, all while keeping you entertained. We're certainly excited for what's to come in future episodes. Cheers to 'The Monthly Harvest'!

Grape Wealth Management

31285 Temecula pkwy suite 235

Temecula, Ca 92592


50 views0 comments


bottom of page