SCHEDULE – Escrow Training Institute

CLASS SCHEDULE

MANUFACTURED HOME ESCROWS
SATURDAY, JANUARY 11, 2025
(Marvina Vrabel)
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by January 9th

2025 TAX UPDATE – FIRPTA, FORM 593, Withholding
SATURDAY, JANUARY 18TH, 2025
(Michael Haas, CPA)
9:00 – 12:.30pm
Ayres Hotel, Costa Mesa
Register by January 16th

COMMERCIAL ESCROW I
SATURDAY, FEBRUARY 1st, 2025
(Josette Loaiza)
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by January 30th

BULK SALE ESCROW I
SATURDAY, FEBRUARY 8TH, 2025
8:30 – 3:00pm
(Aaron Lloyd)
ON LINE – MORE INFO TO FOLLOW
Register by Fabruary 6th

BASIC ESCROW
SATURDAY, FEBRUARY 8TH, 2025
8:30 – 3:00pm
(Marvina Vrabel)
Ayres Hotel, Costa Mesa
Register by February 6th

MANUFACTURED HOME ESCROWS
SATURDAY, JANUARY 11, 2025
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Tuition: $395. Until January 4th, then $425.00
(Marvina Vrabel)

This Mobile/Manufactured Homes escrow class qualifies for P.D. Credits. Estimated credits – minimum 5!

Our workshop, facilitated by a known expert in Mobile/Manufactured Escrows, will cover the transfer/refinance process of existing homes and will provide an overview only on new homes and dealer transactions.

In this workshop you will learn about:

Size matters with older homes – DMV or HCD
Working with prior executed, but unprocessed title
Dealing with Park Management
Forms, including obtaining a replacement Insignia
Obtaining Tax Clearance and Retail Value
Foreclosures & Liens
433 Process
And much more

2025 TAX UPDATE – FIRPTA, FORM 593, Withholding
SATURDAY, JANUARY 18TH, 2025
9:OO – 12:.30pm
Ayres Hotel, Costa Mesa
Tuition: $139.00
(Michael Haas, CPA)

Conducted by Michael Haas, CPA (Haas and Dawe), this workshop will cover what you need to know about FIRPTA real estate withholding & compliance, 1099’s, as well as TRUSTS. Michael is a “in demand” annual speaker at the CEA Conference, Regional Escrow Association dinner meetings, our “Escrow Business Forums” and much more!

In this workshop, Michael will cover:

2023 – 2024 tax code UPDATE
1099’s – Purpose, use and completion
Comparing IRS and FTB Rules & Regulations
Forms 593- Instructions for Withholding Certificate
How to Handle Foreign Withholding Situations
How to Obtain a ITIN
How to Legally Reduce Withholding
Timelines, Penalties & Interest
How to “Fix” Problems When Things Go Wrong
Trusts & What You Need to Know
Free After Class Support (E.T.I.)
And more!

COMMERCIAL ESCROW I
SATURDAY, FEBRUARY 1st, 2025
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Tuition: $395.00 Until January 25th, then $425.00
(Josette Loaiza)

This class qualifies for C.E.A. approved Professional Designation Credits! Want to diversify your business now, before the market changes? Or, have you done little commercial work here and there, but didn’t feel secure in your knowledge? If you are looking to add Commercial Escrows to your book of business, or you want to sharpen your commercial expertise, this class is for you.

This workshop will cover:

The biggest differences between residential and commercial escrow.
Common misconceptions about commercial transactions.
The three most common types of commercial contracts.
The different players commonly involved in commercial transactions & how to work with them.
Tips on how to anticipate what may happen during your commercial escrow.
Identifying “RED” flags that can derail or delay your escrow.
Valuable every day tools for processing commercial escrows.
Managing the process/staying on top.
And more!

BULK SALE ESCROW I
SATURDAY, FEBRUARY 8TH, 2025
8:30 – 3:00pm
ON LINE – MORE INFO TO FOLLOW
Tuition: $395.00 Until Feb. 1st, 2025
(Aaron Lloyd)

FREE after class support!

This class starts with the basics. What is a Bulk Sale escrow? What escrow processing differentiates it from residential?From Commercial Escrow? What are the commonly used documents in a Bulk Sale escrow? Where do you start? What do you do? What about Publishing? Working with outside Agencies?

In easy to understand language, this class will provide you with your foundation to begin processing Bulk Sale Escrows with confidence!

Among the many things covered will be:

Steps in Processing the Bulk Sale Escrow
Information Needed to Open the Escrow
Commonly used Bulk Sale Escrow Documents
Tax Liens and Judgment Searches
Publishing and Filing of Notices, Transfers, Fictitious Business Names.
What “timelines” do you need to know!
Recognizing and Dealing with Bulk Sale “Red Flags”
Working with Alcohol Beverage Control and Other Agencies
Managing the Process – Start to Finish!!
Sourcing Bulk Sale Escrow Business!

Excellent supporting material (manual) is provided!

Subject to availability, one or more guest speakers will address the attendees and provide additional handout material. FREE after class support!

BASIC ESCROW
SATURDAY, FEBRUARY 8TH, 2025
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Tuition: $225.00
(Marvina Vrabel)

Our extensive “Basic Escrow” workshop establishes the foundation for understanding “escrow” and lays the ground work for future training as needed. This class covers many aspects of escrow with a focus on the resale escrow. Our workshop covers industry terminology, “tips & techniques” on a variety of subjects; working through “red flags”, understanding Pre Lim and Title reports; opening an escrow; confidentiality, being a neutral third party, and more! Extensive material, handouts and templates are provided.

Industry Terminology/Acronyms
Escrow – Purpose: Buyer/Seller/Lender/Escrow Roles
Escrow Risk Management – Recognizing the “Red Flags”
Opening Escrow & Preparation of Escrow Instructions
Using the C.A.R. contract; Understanding Your General Provisions
Sale & Refinance Escrows – Notes, Deeds and Other Documentation
Ordering Demands – Sub Escrow
Title Insurance – Purpose and Types of Policies; Prelims – Identifying “red flags”
Documentary Transfer Tax, Prorations and Balancing the File (an introduction)
P.C.O.R. requirements and forms!