CLASS SCHEDULE

FORM 593, 1099’S & TRUSTS
Expanded Version
SATURDAY, JUNE 28, 2025
(Michael Haas, CPA)
8:30 am -12:30 pm
Ayres Hotel, Costa Mesa
Register by June 26, 2025

BULK SALE ESCROW II
SATURDAY, JULY 19, 2025
(Aaron Lloyd)
8:30 am – 12:30 pm
Online Class – More information to follow
Register by July 17, 2025

 

FORM 593, 1099’S & TRUSTS – Expanded Version
SATURDAY, JUNE 28, 2025
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   II
SATURDAY, JULY 19, 2025
8:30 – 12:30
ON-LINE CLASS

TUITION: $199.00

Instructor: Aaron Lloyd

This specialty escrow class provides in-depth instruction on the Bulk Sale escrow process and is a continuation to the previously held “Bulk Sale I” class. This class will focus on the more complex aspects of the Bulk Sale process.

Our class will also focus on Bulk Sale escrows where liquor licensing issues are part of the escrow process. Our special guest speaker will spend time for a thorough review of how to process and manage these escrows, PLUS how to effectively work with your ABC Licensing agency. He will provide extensive hand out material.

The instructor’s goal, recognizing that the very first bulk sale you may process could involve a liquor license transfer, a cash short closing, or other similar situations has developed this program to be able to spend more class time with you in developing key aspects and understanding about the bulk sale escrow.

  • You will learn about:
  • The different Laws that affect Bulk Sale and Liquor License escrows!
  • Recognizing “Red Flags” Early & Throughout Your Escrow!
  • Alcohol Beverage Control Tips & Nuances To Move Your Escrow Forward!
  • Processing the Real Property and Bulk Sale combo!
  • Completing the Paperwork & Different Types of Notice Requirements!
  • Processing Tax Clearances and Claims!
  • Handling the Cash Short Closing!
  • Holding funds at closing! Release of funds!

And much, much more!

You will receive an extensive and comprehensive manual of Bulk Sale escrow worksheets, hand-outs and other material to use while processing your Bulk Sale Escrows

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