The ADU Get Together: An event for California REALTORS® to network and learn.

Accessory Dwelling Units (ADUs) are reshaping California’s housing market and creating new opportunities for REALTORS® to help clients maximize value, generate income, and navigate shifting property laws. 

Whether it's a backyard cottage, garage conversion, or attached unit, ADUs are new opportunities for today’s buyers, sellers, and investors.

Two guest speakers will touch on the following topics:

Understanding AB1033: Turning ADUs into separate, sellable assets

• Construction Costs, Permits, and Legal Landscape
• Realistic cost breakdowns for ADU construction in 2025
• How permit processes differ by city and what delays deals
• Updates on California ADU laws
• Compliance pitfalls that kill projects before they start

Tax Strategies & Valuation Insights

• ADU tax segregation: What it is and how it helps your clients
• How ADUs affect property taxes and long-term financial planning

The PSAR Global Council brings you a mixer for REALTORS® to learn and network.
Seats are limited. Register now!

Meet the speakers:

Jeff Discher has had an illustrious 20-year career and a successful
General Contractor focused on progressive construction projects.His experience extends to managing multiple rehabs, flip projects, and ground-up ADUs in San Diego,  consistently maximizing returns for top-dollar. He is a General Contractor with Fiscal Dynamics West LLC specializing in rehab properties, complete rehabs and remodels, and ground-up ADU builds, including design, permit, and build.
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James Harnsberger, EA, CP, FNTPI is a seasoned tax strategist, real estate consultant, and Managing Director of SMIB Management, Inc., where he leads the integration of advanced tax planning and strategic consulting for business owners, real estate investors, and digital asset clients. As an Enrolled Agent (EA), Certified Paralegal (CP), and Fellow of the National Tax Practice Institute (FNTPI), James brings over 25 years of experience designing proactive solutions that maximize profitability, reduce tax exposure, and create sustainable financial growth.

ANNUAL SPONSORS: __________________________________

Brought to you by: 
 

CRMLS has put together classrooms on Zoom to help teach some of the free tools our members have access to as part of PSAR. These are small class sizes that are scheduled for PSAR Members. Becoming proficient with these tools can help you build your business.

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PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth, and development of the Real Estate industry in San Diego County.

• Wills, Trusts, and Key Documents: What every homeowner should have—and how to spot when they don’t.
• Protecting the Home: How estate planning helps clients secure their most valuable asset.
• Planning for the Unexpected: Understand how incapacity or sudden life events can affect real estate.
• Avoiding Probate: Tips to help your clients prevent delays and added costs.
• Title and Ownership: Why the way a property is titled matters—and how it can impact future transactions.
• Reducing Risk of Disputes: Help clients avoid common family conflicts over property.

Speaker attorney Dawn Allenby has been in practice for over 20 years, specializing in smart estate planning to keep families out of court and out of conflict.

Speaker:
Dawn Allenby is an experienced estate planning and asset protection attorney in San Diego. She specializes in creating comprehensive estate plans and asset protection strategies for individuals, families, and businesses. With nearly two decades of legal experience, Allenby helps clients prepare estate planning documents such as living trusts, wills, powers of attorney, and healthcare directives. She also serves as a consultant for real estate companies and is actively involved in educating groups on estate planning. Ms. Allenby holds a Juris Doctor from the University of San Diego School of Law. She is a member of prestigious legal associations, including the American Academy of Estate Planning Attorneys.

Lunch provided by event class sponsor:

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PSAR's mission is to empower real estate professionals.

The Residential Purchase Agreement spans 17 pages, with 9 accompanying pages forming the traditional bundle - a significant amount of information to manage. As the market evolves, it’s essential to understand the meaning of each provision and communicate it clearly to clients.

Practice changes implemented since August 17, 2024, have reshaped key standards. Staying current is critical to protecting clients and maintaining professional credibility.

This fast-paced course covers the entire RPA contract and bundled forms, offering practical insights into each paragraph. Gain the confidence to navigate transactions effectively and reduce risk.

Questions?  Contact education@psar.org or call (619) 421-7811. 

About the Speaker:

Broker Nikki Coppa, C.A.R. Treasurer (2026 - 2027), Vice-Chair of the C.A.R. Standard Forms Advisory Committee, brings her depth of knowledge and expertise to bear in this class. As a C.A.R. and N.A.R. Director, she has a broad-based understanding of the industry's regulations and best practices.

Testimonials from Nikki's Past Classes

Nikki does a fantastic job at a great pace and is very easy to understand. I will go every time she has a class as she makes it engaging enough where even though the content is dry as toast i can still stay awake. - Mayra Swanson

Nikki has a thorough understanding of all forms, both new and existing. Her knowledge enables her to provide a concise and comprehensive explanation of what we need to do to comply with CAR and other legal requirements. Thanks Nikki for sharing your time with us. - Joe Garzanelli

Class Sponsored by:

Michelle Hickin from

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PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County.

Accessory Dwelling Units (ADUs) are transforming California real estate, offering REALTORS® new ways to help clients unlock income, increase property value, and tap into hidden equity. Whether it’s a converted garage, backyard cottage, or basement suite, ADUs give buyers and investors exactly what they want: flexibility, rental potential, and long-term value.

Tuesday, July 15th
10:00 am - 11:30 am
ZOOM WEBINAR

Meet the Speaker: James Harnsberger, EA, CP, FNTPI
James Harnsberger is a seasoned tax strategist, real estate consultant, and Managing Director of SMIB Management, Inc., where he leads the integration of advanced tax planning and strategic consulting for business owners, real estate investors, and digital asset clients. As an Enrolled Agent (EA), Certified Paralegal (CP), and Fellow of the National Tax Practice Institute (FNTPI), James brings over 25 years of experience designing proactive solutions that maximize profitability, reduce tax exposure, and create sustainable financial growth.

'RealReports' is now a PSAR Member Benefit available in REcore (CRMLS dashboard), RealReports is the "Carfax for homes", an AI-powered tool that delivers in-depth property data, analyzes documents, generates leads, and helps agents make faster, smarter decisions.

Get full access to RealReports at no cost ($120/year value). Instantly pull property insights, answer client questions, and gain a competitive edge using AI-powered tools.

What You Get:

• Unlimited Snapshot-tier reports
• 33% off Buyer & Seller reports
• AI features: doc/photo analysis, client collaboration
• Auto reports when you list a property
• Agent-branded reports

How to Activate

• Log in to REcenterhub
• Click the red “+” icon and add RealReports (or follow this 26 sec. video)
• Click the star to pin it, then launch  
  
  

RealReports Education Hub
(Helpful Links / FAQ / Past Webinars / Instructional Videos)

PSAR now provides RealReports as a member benefit because it empowers agents with fast, reliable property insights that help them succeed in today’s market. The tool gives agents an edge through accurate data and AI-powered support.

The Best Strategies for Ensuring Rapid Real Estate Compensation Payments!

Taking the right steps in the escrow process will protect compensation income and create delighted clients, thereby enhancing professional credibility. 

What You’ll Learn:

• How to protect income and improve cash flow
• Steps to guarantee that compensation is processed without delays
• How smooth compensation handling improves client satisfaction
• Tools and practices top producers use 

Get to know the speaker: 

Lupe Soto, a distinguished figure in real estate, has garnered numerous accolades, including being named Realtor of the Year twice, Manager of the Year three times, and earning the Board Instructor Award and Service Award. Recognized by CAR as a leading Latina businesswoman, she also dedicates time to volunteering.

Academic Credentials: M.S., Science of Education, University of Southern California, B.A., University of Southern California, Magna Cum Laude Professional Contributions: Vice Chair, C.A.R. Standard Forms Advisory Committee, Member, Consumer Protection, Membership, Multiple Listing Service, and Educational Services Committees, Regional Representative for Education, Residential Education Sub-Committee.

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Advocate for fair housing for all!

REALTORS® are expected to uphold equity in all professional interactions and apply strong ethical principles when it comes to Fair Housing. This means providing equal service to all clients and avoiding actions that may unfairly limit access to housing based on race, color, national origin, religion, sex, familial status, or disability.

This session will cover the legal and ethical responsibilities under Fair Housing laws and offer practical tips to help you recognize and prevent discriminatory practices in sales, rentals, mortgage lending, and housing-related services.

Class instructor Mike Shenkman will cover:  

• Fair Housing basics 
• Best Fair Housing practices for building stronger relationships 
• Dealing with buyers, sellers, and the community

A high level of professionalism and ethical conduct benefits everyone!

THIS CLASS IS FREE OF CHARGE

About the Instructor:

A Southern California native, Mike Shenkman boasts a distinguished career spanning over two decades in the real estate industry. His extensive experience includes roles in training, development, and management in some of Southern California's leading real estate firms. Beyond his expertise in sales and management, Mike's background encompasses affordable housing, community development, property management, redevelopment, and mortgage finance.

Mike is actively involved in the San Diego real estate community and frequently instructs agents at various career stages. He co-hosted the “First Home California” podcast for the California Department of Real Estate (DRE) in 2023, serves as a transportation policy liaison for the California chapter of the American Planning Association (APACA), and has contributed to real estate legislative policy for both the city & county of San Diego and the state of California. His professional designations include Accredited Buyer Representative (ABR), Short Sale & Foreclosure Resource (SFR), Property Management Certification (PMC), Certified International Property Specialist (CIPS), and Military Relocation Professional (MRP).

Contract Education– Know your C.A.R. contract forms!

Staying updated on forms isn't just good practice - it's essential to business success. This class will instill confidence in attendees when using the most current versions in their transactions.

The June 2025 forms release includes over 95 forms that have been added, changed, or retired. The good news is that 52 of the “changes” do not require new learning. Join us for a fast-paced jaunt as we review the 11 new forms and the 32 substantively revised forms. The Big 3 – RLA, BRBC, and RPA all have been updated, so it is important to learn these changes so you are properly prepared to write your next contract!

Why This Review Matters:   
Knowledge of the latest business forms iterations is a requirement for effective transactions. 

Testimonials from Nikki's Past Classes

"Nikki does such a thorough job i love taking her class. She is the best facilitator for this, she really shines in the class"

"Thank you for providing the platform for someone like Nikki Coppa to share her knowledge with us. We are better because of it. Keeping the REALTOR bar high."

"Nikki Coppa is absolutely THE BEST. We're SO SO SO SO lucky to have her do this for us PSAR members."

"Nikki was great and easy to understand"

About the Speaker: 

Broker Nikki Coppa, C.A.R. Treasurer (2026 - 2027), Vice-Chair of the C.A.R. Standard Forms Advisory Committee, brings her depth of knowledge and expertise to bear in this class. As a C.A.R. and N.A.R. Director, she has a broad-based understanding of the industry's regulations and best practices.

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The information provided in this training session is intended for educational purposes only. The Pacific Southwest Association of REALTORS® (PSAR) does not guarantee the accuracy or completeness of any information presented. The instructors are not providing legal advice, and attendees should consult their brokers, attorneys, or the California Association of REALTORS® Legal Hotline for legal guidance. PSAR is not responsible for any actions taken based on the information provided in this session. Attendance at this session does not create a broker-client relationship.

For REALTORS®, mastering tax and business strategies isn’t just smart - it’s core to long-term success. Mike White (PSAR Technology Committee Chair), together with guest speaker Vidal Espinosa, MBA from Invictus Advisors, shares actionable insights that will enable real estate professionals to optimize their financial status and plan with confidence.

Session attendees will leave with this knowledge set:

• Understanding REALTOR® specific deductions
• Mastering expense trackers
• Avoiding common REALTOR® tax pitfalls
• Optimizing business structure
• Planning for the future

This is a live class

Get to know the guest speaker:

Vidal “The Shark CFO” Espinosa is a powerhouse in cross-border finance and tax strategy, known for helping entrepreneurs scale with precision. As founder of Invictus Advisors, he leads a bi-national firm empowering U.S. and Latin American businesses to grow profitably and stay IRS-proof. With over 25 years of experience and a background from KPMG and Loyola, Vidal is the go-to CFO for smart, aggressive financial planning. He’s also the voice behind the podcast Lunch with The Shark and Happy Hour with The Shark, where money meets bold strategy.

PSAR's mission is to empower real estate professionals.