IMI ENEWSLETTER      26AUG2025

"Innovation distinguishes between a leader and a follower." – Steve Jobs

How Wineries Can Use AI and the R&D Tax Credit to Secure Their Future

California’s wineries are at a crossroads. Rising costs, labor shortages, and unpredictable weather patterns are making it harder than ever to maintain profitability. Yet, new opportunities are emerging for those willing to innovate. Artificial Intelligence (AI) is transforming everything from vineyard management to marketing, and the R&D Tax Credit is making these investments more accessible than ever before.

Why AI Matters for Wineries

AI-driven solutions can help wineries optimize irrigation, predict yields, and streamline production. By analyzing data from soil sensors, drones, and weather forecasts, AI can guide better decision-making and reduce costly mistakes. This means higher quality grapes and more efficient operations—two critical factors in today’s competitive landscape.

Unlocking the R&D Tax Credit

Many wineries are unaware that their investments in AI and technology may qualify for the R&D Tax Credit. This federal incentive rewards businesses for developing new processes, improving existing ones, or integrating advanced technologies. If your winery is experimenting with new fermentation methods, automating bottling lines, or using AI for vineyard analysis, you could be eligible for significant tax savings.

• Reduce Your Tax Liability: Offset the costs of innovation and reinvest those savings into your business.
• Stay Competitive: Use your tax savings to fund further improvements and stay ahead in a rapidly changing industry.
• Expert Guidance: Our team specializes in helping wineries and small businesses navigate the R&D Tax Credit process from start to finish.

Action Steps for Wineries

Don’t let a lack of information hold your business back. If you’re investing in technology or AI-driven solutions, it’s time to review your eligibility for the R&D Tax Credit. We invite you to schedule a confidential consultation to discuss your unique situation and discover how much you could save.

Our mission is to help you secure every available advantage—whether through tax incentives, innovative financial strategies, or risk-free retirement planning. Learn more about our Business Exit Strategies and how we can help you protect your financial future.

STRATEGIC PARTNER CORNER

LAW OFFICE OF ROWEN YOUNG
Rowen N Young is an estate planning attorney and hosts the radio show, "Backyard Estate Planning." Explore estate planning strategies for your future.

Thank you for taking the time to read IMI ENEWSLETTER. I look forward to connecting again soon.

Warmest regards,

Karla M. Leonard
CEO / Asset Manager / Life Insurance Professional
IMI Asset Management Company

Thank you for trusting IMI Asset Management Company with your financial planning needs. I look forward to helping you achieve peace of mind and financial stability.