This year signaled a major shift in corporate reporting in California. In short, the Corporate Transparency Act (Act) came into effect January 1, requiring certain companies to report on beneficial ownership. While business lawyers at HVP have been preparing for the new reporting requirements under the Act, there have been legal challenges to the Act making its implementation uncertain. Most recently, a federal district court in Alabama has ruled on a case which attacked the constitutionality of the Act. Last week the federal district court ruled that the Act is unconstitutional because it was not within Congress’ enumerated powers. While … Read More
Author Archives: Mary Piasta
2024, el Año de las Nuevas Reglas Comerciales y Cómo Cumplirlas
En Haeuser, Valluzzo & Piasta PC nos enfocamos en atender a propietarios de empresas pequeñas y regionales. Como parte de nuestro compromiso con nuestra comunidad de Sonoma, queremos crear conciencia entre nuestros compañeros propietarios de negocios sobre los cambios en la ley que pueden afectar el negocio.
Hay varias leyes nuevas que pueden afectar su negocio si tiene empleados. Nos complace compartir que nuestra oficina ha crecido hasta incluir una práctica especializada en derecho laboral. Hay varias leyes nuevas que afectan a los empleadores y ahora, a través de nuestra filial, tenemos la experiencia para asesorarlo sobre estas nuevas leyes … Read More
2024 the Year of New Business Rules and How to Comply
At Haeuser, Valluzzo & Piasta PC we focus on serving small and regional business owners. As part of our commitment to our Sonoma community we want to raise awareness among our fellow business owners of changes in the law that may impact the business.
There are several new laws that may impact your business if you have employees. We are pleased to share that the firm has grown to include a specialized employment law practice. There are several new laws that impact employers and now, through our affiliate, we have the expertise to advise and counsel you on these new … Read More
Gratitude, Service, and the Quest for Excellence
At its core, gratitude lets us appreciate the here and now instead of always looking for something new to make us feel happier or more fulfilled. As a recent Harvard study notes “Gratitude helps people refocus on what they have instead of what they lack.”
Here at HVP, we are grateful for the rewards of lawyering north of the bustling SF Bay Area. Here we get to practice law, raise our families, and provide civic engagement and service. Our lives are enriched because we get to offer legal advice and services to our friends and neighbors throughout the Wine Country … Read More
Megan Garner Joins Haeuser, Valluzzo & Piasta as Firm Continues Growth Spurt
SONOMA, CA – November 20, 2023 Haeuser, Valluzzo & Piasta LLP is pleased to announce that Megan Garner has joined the firm as an associate. Megan’s experience in estate planning, estate administration, and business law supplements HVP’s strengths in these areas of practice. Megan’s addition to the firm continues the growth spurt precipitated by Whipple & Supple joining the firm as of counsel earlier this year to provide employment law advice and counsel to the firm’s clients. Cumulatively, these moves expand HVP’s long-time foundation in Sonoma. Combining Megan’s experience in Napa with Wright & Supple’s clientele in the North Bay, … Read More
First―What is a living trust?
A living trust lets you manage your assets such as money, property, and business interests, with you as the one in charge as trustee. It also provides for how you want your assets managed if you are unable to do so. In those situations, a successor trustee named by you will manage your assets to your benefit during your lifetime and then distribute those assets to your beneficiaries as named in your trust without going through and paying a court.
Trusts can be set up to be revocable in case you want to change your mind at a future date. … Read More
Introducing HVP Trust Series
We want to help every family to have an estate plan. Our new Trust series will explore the basics of estate planning, show you how to navigate the trust process, determine if and when you need legal help, and assist you as needed.
When you know, you know. Everyone has an estate. And no matter how modest, almost everyone can benefit from setting up a living trust. As estate planners, we create living trusts for our clients all the time. From modest to sophisticated, we know the ropes. As part of our ‘law for everyone’ concept, we want to give … Read More
Robots on the Plaza
A very cool robot graced our Halloween open house this year. We are lucky enough to work with a start-up company focused on robotics, hence the visit. Their robots use artificial intelligence to interact with humans or other robots. While not frequent visitors to the Plaza, these robots provide emotional support in healthcare, learning, and other environments, including a special Halloween visit to Sonoma.… Read More
Art Walk at HVP on the Plaza
We are excited to host Art Walk with local artists on the first Thursdays of the month from 5 to 7 p.m.
This is your chance to explore local art. We hope you can join us.
Haeuser, Valluzzo & Piasta LLP
466 First Street East, Sonoma CA… Read More
New People, New Directions
Megan Garner recently joined us as an associate of the firm. Megan adds a new layer of financial experience to the concierge legal services our clients have come to expect from us.
Our continued expansion allows to HVP offer significant legal coverage to the entire region as we continue to forge a new approach to legal services.… Read More
Strategies to Lower Your Property Tax Bill
The back-to-school special and the property tax blog post are part of our law for everyone initiative.
It’s that time of year when property owners look towards paying that tax bill. Your property tax bill includes payments for various things, other than property tax. In addition to property tax, the bill includes charges for voter-approved taxes and direct charges from taxing agencies. These charges are all specifically identified on one’s bill for property taxes.
A little-known fact is that these additional amounts sometimes will include various exemptions. The most common is for senior citizens, defined as age sixty-five (65) or … Read More
Back-to-School-Special—a package deal
Legal documents you need when your kid goes off to college
Parents of college-bound children need to have critical legal documents in place before their kids leave the nest. These legal considerations, like having kids in the first place, are a package deal. Don’t make the mistake of being unprepared in the face of a situation that could affect your child’s health and well-being.
Even though your child is legally considered to be an adult, there may be times when you will want to step in to help. You will not be able to do so unless you have the … Read More
Estate Planning for Digital Assets
As our world becomes increasingly digitized, when we die, we leave an expansive digital footprint. For many, this footprint includes assets, intellectual property and other information such as copyrights, photos, pictures, messages, digital currenc(ies), passwords and more. An ever increasing question is who has access to these things after we leave the planet.
In this situation as in many others, the law often lags behind the issues of the day. This leaves individuals, including estate planners and professional fiduciaries with the question of how to counsel clients as to assets both now and in the future. Presently, the California Probate … Read More
Strategies to Lower Your Property Tax Bill
It’s that time of year when property owners look towards paying that tax bill. Your property tax bill includes payments for various things, other than property tax. In addition to property tax, the bill includes charges for voter approved taxes and direct charges from taxing agencies. These charges are all specifically identified on one’s bill for property taxes. A little-known fact is that these additional amounts sometimes will include various exemptions. The most common is for senior citizens, defined as age sixty-five (65) or older. Luckily for folks reaching this category, they can go through this list of charges and … Read More
Latest News – Forging a new approach to legal services
Here are some of the ideas we’re working on to enhance our legal counsel for the families and small businesses upon which Sonoma is based, and for those among us who need our help.
1. TechForward Sonoma—stay tuned for video featuring an online Sonoma History
Tour
2. CarePartners Initiative—elevating elder care and support
3. Sonoma History and Local Artist Retrospective—open-door office visits for a glimpse of Sonoma history past and present coming soon
4. Celebrate Diversity—collaborating with community members to highlight different cultures and ways of life, starting with Ana Escobar’s family recipe below.
Cumulatively, these ideas forge a new … Read More
Latest News – Mary Piasta Keynotes Upcoming CarePartners Initiative Program
Six Common Legal Issues Caregivers May Face
In her upcoming keynote address, Mary combines her
estate planning experience with a passion for
protecting what matters most to provide a
comprehensive overview of the most common legal
issues that caregivers caring for older adults with
dementia need to consider:
1. Power of Attorney
2. Advance Directives
3. Estate Planning
4. Putting Together a Care Team
5. Thoughts on Skilled Nursing and Hospital Stays
CarePartners Initiative Forum
Help for Caregivers with Legal and Insurance Issues
Saturday, May 6, 2023, 1-3:00 PM
First Congregational Church, 252 W. Spain St., Sonoma
You may pre-submit … Read More
Latest News – Our Succession Plan in Action
Taking a quick look back, long-time partner Thomas Haeuser put our own succession plan into action. He switched from the day-to-day practice of law to a more strategic role which allows him to guide HVP and local community efforts too, including serving on the boards of FISH and the Sonoma Library Commission. We bid farewell to Robert Parmelee, the third successor
in our trifecta of founders. We enhanced the lives of local youth through our support of the Sonoma Valley Little League and the Sonoma Conservatory of Dance & Theatre. Our office expanded to include more paralegal and administrative support, … Read More
Latest News – Gratitude & Exciting News About Our Expansion
A Time for Gratitude
As we pause to embrace a national holiday to give thanks, we want to express our gratitude for all of our wonderful, creative, smart, and hard-working clients. Your dreams of family and legacy are inspirational. Thank you for entrusting them to us.
Exciting News
For quite some time now, Thomas Haeuser, Anthony Valluzzo, and Mary Piasta, known throughout Sonoma county as Haeuser, Valluzzo & Piasta LLP (HVP), have provided the
legal guidance you need to chart a steady course through life’s complexities and help you and your families grow and succeed.
HVP will always provide the … Read More
Latest News – Partner Thomas A. Haeuser takes on new role as HVP advisor and community leader
We are proud and pleased to announce that our longtime partner Thomas Haeuser took on a new role at the firm in the new year. Effective January 1, 2022, Tom continues to serve in an advisory capacity, taking a step back from active practice to focus on community activities. Those around town already know Tom for his presence on the Plaza and his unflagging efforts to make our town and the surrounding community a special place for businesses and families to thrive across multiple generations.
Everyone Needs a Good Succession Plan
Tom’s transition, already several years in the planning, is … Read More
HVP New Approach to Legal Services Initiative
This year we are focused on some new ideas to be more present in your lives, combining roots in the community with our deep-seated understanding of how real live translates into your legal needs.
Here are some of the ideas we’re working on to enhance our legal counsel for the families and small businesses upon which Sonoma is based, and for those among us who need our help.
- TechForward Sonoma—stay tuned for video featuring an online Sonoma History Tour
- CarePartners Initiative—elevating elder care and support
- Sonoma History and Local Artist Retrospective—open-door office visits for a glimpse of Sonoma history
CarePartners Initiative
Mary Piasta Keynotes Upcoming CarePartners Initiative Program
Five Common Legal Issues Caregivers May Face
In her upcoming keynote address at the CarePartners Initiative Forum on May 6, 2023, HVP partner Mary Piasta combines her estate planning experience with a passion for protecting what matters most to provide a comprehensive overview of the most common legal issues that caregivers caring for older adults with dementia need to consider:
- Power of Attorney
- Advance Directives
- Estate Planning
- Putting Together a Care Team
- Thoughts on Skilled Nursing and Hospital Stays
Caregivers traverse an unknown terrain of new responsibilities. Come learn how foundational legal documents … Read More
The HVP Experience—What sets us apart?
The HVP Experience—What sets us apart?
Simply stated, HVP lawyers give our clients a competitive edge. Every one of us attended top-ranked law schools, learned our craft from well-recognized legal teams affiliated with sophisticated law firms, and maintain close ties to the communities we serve. We want to be the lawyers you trust to have your best interests at heart, and to go the distance for our clients. As business strategists, we trailblaze an entrepreneurial approach to legal services that realigns traditional service models. How do we do this? Read on.
ABA Approved
Each of our lawyers got their start
Do you want to take your career in a new direction?
Do you want to take your career in a new direction?
What sets us apart from the competition? Everything. We are a community-based law firm focused on the business of law from the perspective of those we serve. We use our knowledge of the law to build a better world starting right here, right now. For more than 100 years, our firm has enhanced and enriched Sonoma and the surrounding community one individual and one business at a time. Our practice includes business, estate planning, real estate, and employment law, meeting personal and business needs with an emphasis on family-owned
Local Law Firm Haeuser, Valluzzo & Piasta Accelerates Growth with Employment Lawyers Wright & Supple
SONOMA, CA – February 6, 2023 – The combination of two local law firms, Haeuser, Valluzzo & Piasta (HVP) and Wright & Supple (W&S) expands HVP’s services to include employment law counsel through a joint effort that redefines collaboration. HVP partners Mary Piasta and Tony Valluzzo continue to reinvent the law firm business model, working with W&S, a women-owned employment law firm led by Mary Wright and Oriet Cohen-Supple. As transformational change continues to rock the legal industry, this innovative approach offers clients the legal services they need across the full spectrum of business and employment law, while controlling costs … Read More
Legacy & Succession
Thomas A. Haeuser
Partner Thomas A. Haeuser takes on new role as HVP advisor and community leader
We are proud and pleased to announce that our long-time partner Thomas Haeuser will be taking on a new role at the firm in the new year. Effective January 1 2022, Tom will continue to serve in an advisory capacity, taking a step back from active practice to focus on community activities. Those around town already know Tom for his presence on the Plaza and his unflagging efforts to make our town and the surrounding community a special place for businesses and families … Read More
Business Compliance
Our year-end checklist provides useful tips for year-round check-ups.
Top 5 Year-end Business Compliance Checklist
- Performance and Operations ‒ I have discussed and mapped out performance and operations with management and legal counsel. Yes No
- Entity Structure/Governing Instruments ‒ I have reviewed my business entity structure and updated articles of organization/incorporation, operating agreement, bylaws, partnership, or other agreements as needed. Yes No
- I am up to date on all corporate formalities for California corporations to maintain my personal liability protection. Yes No
- I have finalized my year-end accounting and closed the books for the calendar or fiscal year
Estate Planning Top 10 Checklist
Estate Planning
We can work with you to review your business, real estate, and family holdings for tax issues to craft and maintain your succession plan for life, and what comes after.
Top 10 Year-end Estate Planning Checklist
- Personal Status ‒ My health, wealth, and chosen decision-makers are still the same Yes No
- Legal Guardians ‒ The legal guardians I’ve selected for my minor children are up to date and consistent with my wishes? Yes No
- Legal Documents ‒ I have my legal documents in place including a power of attorney, health care directive, will and (when needed) trust Yes
Real Estate and Elders
Introduction to Elder Abuse, Capacity and Undue Influence
In a recent presentation to realtors, Real Estate and Elders, HVP partner Mary Piasta provided a introduction to elder abuse, capacity and undue influence. Offering a roadmap for understanding and navigating issues of elder abuse in real estate, Mary focused her presentation on the applicable laws, rules and concerns for real estate professionals concerning capacity, financial exposure, warning signs, and resources.
For more information, please email mary@hvplawoffices.com or call 707.996.2131.… Read More
Firm Announcement
HVP Partner Tony Valluzzo Named to 2021 “Lawyers of Distinction” List by Sonoma Magazine
Haeuser, Valluzzo & Piasta LLP is pleased to announce that Sonoma Magazine has named partner Anthony R. Valluzzo for inclusion in its list of 2021 “Lawyers of Distinction” in the category of business law.
Sonoma Magazine’s inaugural “Lawyers of Distinction” list recognizes the county’s top legal practitioners. Candidates who live or work in the greater Sonoma five-county region were peer-recommended. A third-party research firm conducted the peer nominating and vetting process, ensuring its independence and authenticity. Inclusion in the list is based on the opinions of … Read More
Changes to California’s Housing
Described as a critical piece of housing legislation, SB 9 which was signed into law by Governor Newsom this September will no doubt change the future of housing investments and opportunities. The ripples will also extend into property tax issues at a local level.
According to U.S. Census records there are over 6 million detached single-family dwellings in the State of California. Allowing units to be built adjacent to or within existing single family homes might resolve the housing crisis. “The intent of SB 9 is clear – to streamline the process so homeowners can create a duplex or … Read More
HVP’s Tom Haeuser Steps Up to FISH Board of Directors and Sonoma County Library Commission
SONOMA, CA – July 26, 2021 – Prominent business and estate planning law firm Haeuser, Valluzzo & Piasta LLP is pleased to announce that Tom Haeuser, name partner and Certified Specialist in Estate Planning, Trust & Probate Law, has stepped up his roles in two vital community service organizations, Friends Helping Friends (FISH) and the Sonoma County Library Commission. Tom was recently selected President of the FISH Board of Directors, continuing his longstanding affiliation with an organization that has been lending a helping hand to neighbors in need for 50 years. Tom also accepted an appointment to serve a … Read More
Sonoma Law Firm Haeuser, Valluzzo & Piasta in Growth Mode – Adds Staff for Concierge Services
SONOMA, Calif. – May, 2021 – Reinventing the law firm business model, HVP lawyers return to the basics of legal services with an emphasis on lawyers and staff working together to offer a concierge service experience. The addition of staffers Lori Beth Merrill and Penny Martin underscores HVP’s long-standing reputation for working seamlessly with clients. Committed to providing the ‘white glove’ treatment . Penny’s adept management of client-attorney interactions and communications and Lori Beth’s background as a real estate appraiser complement the legal services offered by HVP’s three partners, Thomas A. Haeuser, Anthony R. Valluzzo, and Mary Piasta.
The firm … Read More
Femme Project
Results-driven representation in key areas of law including issues impacting women
There has never been a better time in history to be a woman, yet women still face a daunting array of challenges, especially when it comes to legal issues. We work hard to make our services accessible to those who need us most.
The Femme Project draws together professionals committed to exceptional client service, focused on those who serve the unique needs of women or those who identify as them. Collectively, we leverage our deep trench of resources for women whether it is in finance, tax, real estate, banking, … Read More
AB 5 – Independent Contractors
In 2020, AB 5 was a big topic of discussion as it narrowed the appropriate use of independent contractors. This year there are two legal actions that loosen the corset of AB5.
AB2257 and PROP 22 exempted app-based delivery and transport companies if certain things are met. AB 2257 recasts and clarifies various exemptions including but not limited to:
- Business to business referral agency
- Professional services
- music
- Journalists
- Copyeditors
- All sorts of creatives
- Appraisers, insurance underwriters
- Landscape architects
- Consulting
- International exchange programs
- Animal services
- Something I need desperately – salon services. . .
- “specialized consulting services”
The above are all … Read More
3 Step Approach to COVID Notice Requirements
Under the new law, AB 685 if an employer receives notice of a “potential exposure to COVID-19” the employer must provide various notices. There is a three-step process for doing so.
Step One – Within one business day, an employer must provide notice to employees, employers of subcontracted employees, and representatives of them that includes all of the following.
- The notice must be given to all of those who were on the premises at the same “worksite” as the “qualifying individual” within the infectious period.
- the Notice must comply with Cal OSHA Form 300 Injury & Illness Log
- Notice to
Buy-Sell Agreements
HVP Law has more and more clients looking to transition their businesses whether they are new or even legacy businesses. Other times circumstances dictate the need for a
business transition like death, divorce, or bankruptcy. In either case as it may be understanding the circumstances for the sale is an important driver to dictate various terms. Of course, clarity in dealings of this nature can add to peace of mind. A short list of considerations is as follows:
Goals – consider the end goals of the sale. Is it tax minimization, liability transfer, a life change? Keeping an eye on … Read More
Biden Presidency Estate Plan Forecast
The current 2020 unified federal estate and gift tax lifetime exemption amount is $11.58 million. This amount is scheduled to increase with inflation through December of 2025, at which point it reverts back to the 2017 level of $5 million.
The Biden team is just beginning to look into ways to capture some of the stratospheric increases in wealth during the last few years. As of today they include the elimination of step-up in basis for inherited assets and being even more aggressive than the sun set provisions, lowering the exemption amounts to 2009 of $3.5 million for estates and … Read More
State of the Economy
California is facing some interesting hurdles right now, even outside of the recent wave
of COVID-19 and threat of forest fires. Rising commercial office space vacancies, small businesses closing down, and record unemployment and poverty numbers are, however, facing every state in the Union.
The uniqueness of California comes from its position to recover from the economic fallout. As one of the largest economies in the world, California has the tools, population and culture to rebound quickly and thoroughly.
Property values have remained high, even continuing to increase in suburbs and areas outside of the city centers. California’s state government … Read More
2021 Trademark Fee Schedule
The United States Patent and Trademark
Office has released the fee schedule for 2021,
available on its website available at https://www.uspto.gov/learning-and-resources/fees-and-payment/uspto-fee-schedule.… Read More
New Year – Legal Checkup
As we enter the new year, it’s a good time to do what HVP Law calls a legal checkup. This is a yearly review of your needs for your life, businesses and estate.
For the estate planning side of things, we like to review the status of things through the year to ensure your wishes are properly recorded in your documents. Have there been any changes in your holdings? Did you move? Are there new family members? Are there any new desires for decision makers? Are your beneficiaries current?
For the business side of things, it is prudent to do … Read More
Three Cheers for PPP
The December relief package created a second draw for businesses that have exhausted their PPP. This PPP list includes an Expanded List of Expenses Qualifying for Forgiveness. The list of expenses that PPP funds can be used for that qualify for loan forgiveness has been expanded to include:
- “operations expenses” defined as payments for business software and cloud computing services and other human resources and accounting needs that facilitate business operations;
- “supplier costs” defined as payments to a supplier for goods that are essential to the operations of the borrower pursuant to a contract or purchase order in effect before
Hot Estate Planning Issue: CA Prop 19
HVP Law Offices
Were you planning to leave your primary residence or other property to your children or grandchildren in your living trust or will? Proposition 19, which recently passed by 51% on the November ballot, is changing the reassessment exclusion between parents and children as we know it.
You need to make some important decisions quickly.. If you act now, you can transfer property to your children without triggering a reassessment. You can transfer a primary residence of any market value as long as the assessed value is … Read More