Fresh Out of the Courts – Corporate Transparency Act
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Lastyear signaled a major shift in corporate reporting in California. In short, the Corporate Transparency Act (Act) came into effect January 1, 2024 requiring certain companies to report on beneficial ownership. While business lawyers at SLP 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
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.
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.
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.”
The back-to-school special and the property tax blog post are part of our law for everyone initiative.
Legal documents you need when your kid goes off to college
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.
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 … 
We are proud and pleased to announce that our longtime partner Thomas Haeuser (retired) 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.
A Time for Gratitude
Taking a quick look back, long-time partner Thomas Haeuser (retired) 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 SLP 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
Six Common Legal Issues Caregivers May Face
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.
Caregivers traverse an unknown terrain of new responsibilities. Come learn how foundational legal documents … 
Simply stated, SLP 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 trail blaze an entrepreneurial approach to legal services that realigns traditional service models. How do we do this? Read on.
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
SONOMA, CA – February 6, 2023 – The combination of two local law firms, Sonoma Law Partners PC (SLP) and Wright & Supple (W&S) expands SLP’s services to include employment law counsel through a joint effort that redefines collaboration. SLP 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 … 
Wine Country has its beauty, including the many people who flock here to live. It is becoming more common for non-citizens to take up abodes here. This goes back to the founding of Sonoma heavily influenced by international residents. For those interested in a delightful historic recap consider viewing the documentary the 
ex-Partner Thomas A. Haeuser (retired) takes on new role as SLP advisor and community leader
Our year-end checklist provides useful tips for year-round check-ups.
A tool in California that asset protection lawyers use is a Delaware Statutory Trust, otherwise known as a DST. The mechanics are rather simple and set forth in the Delaware Statutory Trust Act. One erects the business structure with the appropriate documentary filings including the naming of non-California agents to act on behalf of the trust. These things together act to limit liability by having the official actors out of state. The out-of-state defendant is harder to involve in a California lawsuit.
A recent legacy case illustrates how Proposition 19 impacts grandparents wishing to leave their family vineyard property to their granddaughter.
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.
Introduction to Elder Abuse, Capacity and Undue Influence
One of the major exclusions from property reassessment is the exclusion of real property that is owned by a legal entity, such as a corporation, partnership, or LLC, as provided in Revenue & Taxation Code section 64. In a nutshell, it provides that when realty is owned by a legal entity, certain changes in the ownership of the entity do not constate sale of the realty itself, unless a new person or entity gains control of the entity. For example, if real property is owned by a corporation, shares of … 
SLP Partner Tony Valluzzo Named to 2021 “Lawyers of Distinction” List by Sonoma Magazine
SONOMA, CA – July 26, 2021 – Prominent business and estate planning law firm Sonoma Law Partners PC is pleased to announce that 
SONOMA, Calif. – May, 2021 – Reinventing the law firm business model, SLP 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 SLP’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 SLP’s two partners, Anthony R. Valluzzo, and Mary Piasta.
Results-driven representation in key areas of law including issues impacting women
Join the discussion between lawyer Mary Piasta and Lori Beth Merrill of Sonoma Law Partners PC as they discuss the things you want to know about fiduciaries, what they are, how they are regulated, and how they can help loved ones.
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. 
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. 
SLP 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:
constraints resulting from the pandemic, business owners are now confronted by an increase in minimum wage and additional protocols for COVID-19 reporting. On the flip side, the restrictions on independent contractor relationships imposed by AB-5 have been relaxed, and the California Secretary of State has launched a business portal for routine filings. Finally, the sweeping implications of Proposition 19 concern business owners and individuals seeking to transfer real property to their children. 
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.
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 United States Patent and Trademark
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.