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Client Spotlight | Epoch Wines

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EKS&H has been pleased to serve Epoch Estate Wines and its owners, Bill and Liz Armstrong, for the past 10 years with tax planning and compliance services as well as help with consulting and accounting services. EKS&H has worked with the family to ensure they have the right business structures in place to efficiently maximize tax planning and coordinate efforts with their oil and gas and real estate activities. The firm has also helped with family planning opportunities involving efficient charitable giving, risk management, and gift and estate tax planning.

Located in Paso Robles, California, Epoch Estate Wines produces wines that reflect the expressive, complex, and tantalizing fruit of the company’s vineyards. Each vintage is unique, delivering its own take on the wines made from Rhone, Tempranillo, and Zinfandel varieties.

Epoch Estate WinesThe winery is built on a rich past that includes previous winemakers in the area, including Ignacy Jan Paderewski, who received numerous accolades for his Zinfandel and Petite Sirah grapes, which he took to the York Mountain Winery where they were crafted into award-winning wines. In addition to making wine, Paderewski served as a prime minister of Poland and was a world-renowned solo pianist. Epoch Wines now proudly serves as a steward of 350 acres of Paderewski’s original rancho as well as York Mountain Winery itself. The old winery includes several charming buildings and is where Epoch Wines’ tasting room now resides.

In addition to the Armstrongs, the staff includes winemakers, hospitality employees, architects, and property and barn caretakers. The efforts of this dedicated team have earned many accolades over the years, including mentions in Wine Advocate, Wine Spectator, Wine Enthusiast, and International Wine Cellar. The company’s website offers detailed information to help readers learn about the company’s wines.

EKS&H Tax Partner Jeff Watkins, who has worked closely with the Armstrongs, said “Epoch Wines represents a unique situation because, while the owners originally worked in the oil and gas industry, they then taught themselves the wine business and now have one of the most successful brands in the world. Their goal has been to build a world-class winery, and — given that they recently made Wine Spectator’s prestigious Top 25 list — they have succeeded! We very much appreciate the opportunity to work with great people like the Armstrongs who go out of their way to take care of employees and trust us with all aspects of their finances. ”