CLASS SCHEDULE
FORM 593, 1099’S & TRUSTS
Expanded Version
SATURDAY, MAY 17, 2025
(Michael Haas, CPA)
8:30 am -12:30 pm
Ayres Hotel, Costa Mesa
Register by May 15, 2025
BULK SALE ESCROW
SATURDAY, JUNE 21, 2025
(Aaron Lloyd)
8:30 am – 3:00 pm
Online Class – More information to follow
Register by June 19, 2025
MANUFACTURING HOME ESCROWS
SATURDAY, Date to be Determined
8:30 am -12:30 pm
Ayres Hotel, Costa Mesa
WE WILL ANNOUNCE MORE CLASS INFO SOON! STAY TUNED/WATCH OUR WEBSITE
ESCROW – BASIC MANAGEMENT SKILLS 1.0
COMING SOON
NOTES AND DEEDS
COMING SOON
FIRST CLASS – PATHWAY TO EXCELLENCE
COMING SOON
TEAM BUILDING – RAISING THE BAR
COMING SOON
FORM 593, 1099’S & TRUSTS – Expanded Version
SATURDAY, MAY 17, 2025
(Michael Haas, CPA)
8:30 am -12:30 pm
Ayres Hotel, Costa Mesa
Michael Haas, CPA
TUITION: $139.00
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, and TRUSTS. Michael is an “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!
BULK SALE ESCROW
FREE after-class support!
SATURDAY, JUNE 21, 2025
(Aaron Lloyd)
8:30 am – 3:00 pm
Online Class – More information to follow
TUITION: $395.00
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! $
Mobile/Manufactured Home Escrow
SATURDAY, Date to be Determined
8:30 am -12:30 pm
Ayres Hotel, Costa Mesa
WE WILL ANNOUNCE MORE CLASS INFO SOON! STAY TUNED/WATCH OUR WEBSITE
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!
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