Business Compliance 

We are here with some helpful suggestions to keep things on track as your business transitions to the new year.

Top 5 Year-end Business Compliance Checklist

1. Performance and Operations ‒ I have discussed and mapped out performance and operations with management and legal counsel.  Yes  No
2. 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
3. I am up to date on all corporate formalities for California corporations to maintain my personal liability protection.  Yes  No
4. I have finalized my year-end

Estate Planning

We can work with you to review your business, real estate, and family holdings to craft and maintain your succession plan for life and what comes after.

Top 10 Year-end Estate Planning Checklist

1. Personal Status ‒ My health, wealth, and chosen decision-makers are still the same  Yes  No
2. Legal Guardians ‒ The legal guardians I’ve selected for my minor children are up to date and consistent with my wishes?  Yes  No
3. Legal Documents ‒ I have my legal documents in place including a power of attorney, health care directive, will and (when needed) trust  Yes  No
4. Marital Status

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

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