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:
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.
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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