Navigating the Industry Changes and Beyond: Gov Hutchinson Live!

Posted by Kevin McElroy on Jan 9, 2024 12:00:00 AM

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NEW LAWS, IMPACTS and STRATEGIES FOR 2024: What Realtors® Need to Know

Entering the new year, the real estate industry is gearing up for important changes in laws and regulations. The Pacific Southwest Association of Realtors (PSAR) wants Realtors® to be informed of these changes so they are able to adjust business practices accordingly. To that end, PSAR has scheduled a legal update event featuring a presentation by Gov Hutchinson, who serves as the Assistant General Counsel/Vice President of the California Association of Realtors (C.A.R.).

Gov Hutchinson will cover a range of key topics, from navigating new regulations to understanding the impacts of those regulations on Realtor® business transactions 

Keep current and able to comply with the latest legal requirements to serve clients better and safeguard their interests while navigating the changing real estate industry landscape.

Tuesday | January 23rd, 2024
12:00 PM - 1:30 PM
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021

Register today and prepare for success in 2024.

  PSAR Member           Non PSAR Member  
     Members: $10                                        Non-Members:$20  

Gov Hutchinson Gov Hutchinson

With a membership dating back to 1985, Gov Hutchinson has been an invaluable asset to the California Association of Realtors (C.A.R.). As the overseer of the Member Legal Services Program in Los Angeles, he is dedicated to providing expert guidance to Realtors® through the "Hotline," offering advice on various aspects of real estate law. Moreover, his role extends beyond consultation, as he plays a vital part in training and supervising other attorneys who handle inquiries on the "Hotline."

Gov's impressive educational background includes a Bachelor's Degree in History from Princeton University and a Juris Doctorate from the University of Pennsylvania. This combination of academic achievement and extensive experience in the field makes him an exceptional resource for Realtors® seeking legal assistance.

 

Lunch Provided by our Class Sponsor: 

Sean Simon

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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 the history, growth, and development of the Real Estate industry in San Diego County.

Topics: Education

THE BUYER Representation AGREEMENT is the realtor's ticket to securing a client

Posted by Kevin McElroy on Dec 19, 2023 10:00:00 AM

 

Buyer Broker Agreement

The Buyer Representation Agreement is a vital tool for educating potential clients that their best interests are served when they work with a REALTOR®.

Tuesday | January 16th
11:00 a.m. - 12:30 p.m.
Live in the South Service Center
880 Canarios Ct., Chula Vista, CA 91910

          Register Here          

Topics:

  • How to earn the right to represent a client and be compensated
  • Setting yourself against your competition
  • Benefits of both Buyer and Agent understanding their responsibilities and setting expectations
  • Avoiding procuring causes disputes and using forms for protection
  • Legally enforceable representation agreements
  • In 2024, a Buyer's right to know your compensation

 

Lupe SotoAbout the Instructor:

Lupe Soto brings a wealth of experience from nearly every aspect of real estate. She has been the recipient of the Realtor of the Year Award 2 times, Manager of the Year 3 times, the Board Instructor Award, the Service Award, and was selected by CAR as one of the most influential, knowledgeable, and successful Latina businesswomen. In addition, she conducts extensive volunteer work.

  • M.S. Degree, Science of Education, University of Southern California
  • B.A. Degree, University of Southern California - Magna Cum Laude Graduate
  • Standard Forms Advisory Committee, Consumer Protection Committee, Membership Committee
  • Regional Representative, Education, Educational Services Committee,  Residential Education Sub-Committee
  • Vice Chair of Standard Forms Advisory Committee
  • Multiple Listing Service Committee, Educational Services Committee

______________________________________

PSAR's mission is to empower Realtors.

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.

Topics: Education

Avoid Probate Sales issues and streamline Living Trusts and Wills

Posted by Kevin McElroy on Dec 18, 2023 7:00:00 AM

Avoid Cumbersome Probate Sales, Understand Living Trusts and Wills

Probate can be lengthy, indiscreet, and expensive. A Realtor® who invests the time in learning the ins and outs of the probate process will deliver added value to clients and enhance his or her professional standing in the Real Estate community. 

The upcoming Probate Sales and Living Trusts class will impart valuable insights into the legal documents and identify strategies to make the probate process faster and easier for Realtors® and their clients.

Guest speaker Dawn Allenby will discuss estate planning intricacies, including living trusts and crucial clauses. Discover how trusts offer advantages over wills and tactics to protect what's rightfully yours and your clients. Learn how to avoid common pitfalls to ensure your client's wishes are fulfilled as intended.

This class is a fountain of knowledge for homeowners, home-buyers, and the Realtors® who service them.  Register now!

Wednesday | January 10th
11:30 a.m. - 12:30 p.m.
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021

Lunch will be provided

Register Here


The knowledge takeaways from this class:

✅ How to read living trusts and spot key clauses

✅ Who’s who: Understanding roles like trustees and signing authority 

✅ Probate process 101 and how proper planning helps avoid it

✅ Benefits of trusts over a will by itself

✅ Tactics like joint accounts, asset transfers, and trusts to protect your legacy assets

✅ Common and unforeseen pitfalls that can sabotage plans

  

Dawn Allenby

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, Ms. 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 and is a member of prestigious legal associations, including the American Academy of Estate Planning Attorneys.

 

Event Sponsor

Class Sponsor: Michael Fossler w/ Mutual of Omaha Mortage

________________________________________________________________________________

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.

Topics: Education

Work Smarter - Tips & Tricks using Zipforms - Improve Your Contracting

Posted by Kevin McElroy on Nov 22, 2023 9:00:00 AM

Work Smarter - Tips & Tricks using Zipforms

Revolutionize the way you handle contracts and manage transactions!

Wednesday | December 6th
11:30 AM to 12:30 PM

This is a live zoom Logo class

Register

Join Mike White (PSAR Technology Chair) and Jan Farley as they discuss how to work smarter and more productively with ZipForms. Our expert speakers will discuss the following:
  1. Efficient Contract Completion: Discover tips and tricks to swiftly complete contracts and manage transactions with ease. Say goodbye to time-consuming processes and hello to a streamlined workflow.

  2. Mistake Avoidance Through Practice: Learn by doing! Navigate the updated interface and new tools through hands-on practice sessions. Avoid common pitfalls and ensure error-free transactions every time.

  3. Transforming ZipForms Plus into Your Productivity Ally: Discover the full potential of ZipForms Plus as your ultimate real estate productivity tool. Supercharge your daily operations with document management and task organization knowledge.

  4. Navigating the New Forms Editor: Don't let the new forms editor intimidate you. We'll guide you step-by-step, ensuring you can navigate it with confidence.

A day of learning, practice, and transformation. Elevate your real estate game by mastering ZipForms Plus – your key to efficient, mistake-free transactions.

__________________________________________

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.

 

Topics: Education

Understand The Purchase and Listing Agreement Revisions.

Posted by Kevin McElroy on Nov 7, 2023 2:00:00 PM

Learn the latest revisions C.A.R. has made to their forms

🔥 Attention PSAR REALTORS®! This is the C.A.R. Forms training event that you will not want to miss!

Prepare yourself for an exclusive and indispensable update on the newest revisions to C.A.R. Forms! This comprehensive discussion will give you access to the vital updates that can completely transform your business.

Gain an early glimpse at the changes that will be accessible in ZipForms during the week of December 18th.

Included in the coverage are vital Leasing Form changes, plus revisions to Purchase and Listing Agreements.

🌟 Here are the powerful takeaways from this event:

  • On the cutting edge of form changes.
  • How these changes impact your business.
  • Ins and outs of compliance and protecting your clients.
  • Networking opportunity with fellow PSAR REALTORS®.

🚫 Don't Risk Falling Behind. Learn the form changes and revisions coming this December!

Participating in this event will supercharge your real estate success through year's end and on into 2024!

Wednesday | December 13th, 2023
10:30 AM - 11:30 AM
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021

         Members Register Here        Non-members Register Here

                                FREE for PSAR Members   |   $20 for Non-Members

 

Nikki_Coppa
About the speaker:

Esteemed broker Nikki Coppa, a former Chair and 2024 Vice Chair of the Standard Forms Advisory Committee for C.A.R., brings a wealth of knowledge and expertise to share in this class. She has a depth of knowledge of the industry's regulations and best practices.

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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.

Topics: Education

A deep dive into the RLA and the related actions that surround it

Posted by Kevin McElroy on Oct 23, 2023 9:00:00 AM

Understanding the RLA with Nikki Coppa

 

Constructing an effective Residential Listing Agreement (RLA) means adopting a strategy that aligns with today's market realities. REALTORS® must have a solid understanding of recent functional changes in the RLA in order to set expectations for both sellers and buyers. 

Expert speaker Nikki Coppa will address the following key topics:

  • Leveling of expectations - Setting clear expectations with sellers based on an understanding of the functional changes in the current listing agreement document.
  • Developing confidence - Contingencies and the use of forms that allow you to create them with relative ease. 
  • Avoiding post-closing disputes - Best approaches to explaining California disclosure law to your sellers and their buyers.

This class is FREE for PSAR Members!

Wednesday | November 1st, 2023
10:00 a.m. to 12:00 p.m.
Live in the East County Office
1150 Broadway, El Cajon, CA 92021

Members Register Here      Non-members Register Here

Free for PSAR Members | $20 for non-PSAR members

Nikki Coppa


Esteemed broker Nikki Coppa, a former Chair and 2024 Vice Chair of the Standard Forms Advisory Committee for C.A.R., brings a wealth of knowledge and expertise to share in this class. She has a deep understanding of the industry's regulations and best practices.

 

Class Sponsor
Eric Gillman with Sharp Retention

_____________________________________________________

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.

Topics: Education

Unlocking AI's Potential in Real Estate: An Introductory Briefing

Posted by Kevin McElroy on Oct 4, 2023 9:00:00 AM

Unlocking AI's Potential in Real Estate: An Introductory BriefingArtificial intelligence is transforming industries, and real estate is no exception. Future-proof your Real Estate business with AI!

AI is a hot topic.  But what is it? What does it do? AI properly applied can elevate the business services you offer and your level of client communications. PSAR is offering its members an insightful, one-hour introduction to generative AI, including direction on utilizing it cost-free!

Join Mathew D'Ascoli as he introduces the business uses of Artificial intelligence.

In this session, you can expect some dynamic discussions that will help you cultivate a better understanding of, and appreciation for, AI's wide-ranging application within the real estate industry. Your presenter will cover the essential knowledge needed to tap into AI's capabilities to gather insights, enhance client interactions, and streamline your operations

Register now to unlock the power of AI to help drive your business success!

Wednesday | October 25th, 2023
11:00 A.M to 12:00 P.M
Stick around for Q&A afterward


Live in the South County Office
880 Canarios Ct., #100 Chula Vista, CA 91910

Register Here

Matt D'AscoliMeet the Expert: Mathew D'Ascoli is a results-driven leader with a proven track record in innovation, strategic alignment, and market responsiveness. He brings a unique blend of educational insight and business acumen to any endeavor. Notably, Matt led groundbreaking initiatives at Dell Technologies, where he orchestrated product launches, designed targeted sales strategies, and fostered strategic partnerships with industry leaders. Matt's deep-seated skills in consulting have been pivotal in guiding clients to embrace generative AI tools, a move that has initiated systemic, forward- thinking change within their organizations.

Simplexity

Simplexity's mission is to demystify Artificial Intelligence (AI) and empower organizations to harness its potential. AI should be shaped by diverse perspectives and used ethically to solve real human problems.

Topics: Education

Fraud Prevention Update - DA Summer Stephan & Asst. Chief Victor Barr

Posted by Kevin McElroy on Sep 29, 2023 9:00:00 AM

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The PSAR Government Affairs Committee invites you to an address by DA Summer Stephan in which she will detail recent trends in Real Estate fraud in San Diego County. This is a unique opportunity to gain knowledge to help you and your clients avoid falling victim to fraud.

In today's real estate marketplace, awareness is key to protecting both professionals and their clients from the threat of fraud. Be a step ahead of real estate fraud and help ensure a safer, more secure real estate environment for all. Featured speakers are Summer Stephan, San Diego County District Attorney, and Victor Barr, Assistant Chief of Economic Crimes.  They will share their singular expertise and unique insights. 

Join us in the fight against real estate fraud and be part of the solution!

Friday | October 20th, 2023
2:00 P.M. to 3:30 P.M
Live in the South County Office
880 Canarios Ct., #100 Chula Vista, CA 91910

Register Here

REAL ESTATE FRAUD AS IT RELATES TO:

  • Local Real Estate fraud schemes - uncovering Real Estate scams in San Diego

  • Recognizing red flags - know how to identify keys to suspected fraudulent activity

  • From complaint to prosecution - the full legal process of fraud cases 

  • Proactive protection - best practices for Real Estate professionals and consumers

  • Assisting authorities - what can you do to protect consumers and assist the DA's office

 

Meet our guest speakers

DA Summer Stephan

District Attorney Summer Stephan is a national leader devoted to protecting children, seeking justice, and fighting exploitation. In 2018, she was elected the DA of San Diego County’s second-largest prosecutor's office and re-elected in 2022.

A career prosecutor, DA Stephan has tried over 100 major cases, pioneered the Sex Crimes and Human Trafficking Division, and expanded victim services as DA. Nationally she holds leadership roles focused on human trafficking, school safety, and innovative reforms. Among her numerous honors, in 2022 she was named one of the top 5 prosecutors in America for her integrity, community relations, and responsible innovations. With deep expertise and tireless advocacy, DA Stephan embodies ethical prosecution in service of justice.

 

Victor Barr Victor Barr has been an attorney for 32 years.  He began his legal career in general civil litigation here in San Diego in 1991. He joined the San Diego City Attorney’s Office as a prosecutor in 1999.  In 2006 he was hired as a Deputy District Attorney at the San Diego County District Attorney’s Office.  He performed a variety of assignments in that capacity. In 2013 he joined the Economic Crimes Division which includes several units including Complex Theft, Cyber Crime, Real Estate Fraud, Consumer Protection and Environmental Protection.  He served as the Assistant Chief of the Economic Crimes Division for several years before ascending to his current position as Chief of the Economic Crimes Division for the San Diego County District Attorney’s Office.

 

 

Topics: Education, Market Information, Industry

Make some Room - PSAR Free Shredding and Recycle Event

Posted by Kevin McElroy on Sep 18, 2023 8:45:00 AM

Tell your clients To Bring their Shredding & Recycling to
PSAR for FREE!

PSAR Shredding and Recycling Event

 it's easy to do the right thing while
you make some room

Wednesday | October 18th | 10:00 a.m. - 1:00 p.m.
Open to PSAR members and their clients

Bring your shredding to:
PSAR East Parking Lot
1150 Broadway, El Cajon, CA 92021

 This will be a Drive-up and Drop-off protocolPlease stay in the car until your vehicle is called up to the drop-off area.

Spread the word with these links:

Shredding and Recycle Event Flyer              Shredding and Recycle Event Social Image


ACCEPTED SHREDDING - 10 FILE/LEDGER BOXES MAXIMUM (per company or business)*

All Paper • File Folders • Hanging Files • Checkbooks • Magazines • Notepads • Envelopes

*For larger shredding needs, ProShred will offer a discount rate at Convoy location on the day of event.
Arrangements must be made in advance. There will be no exceptions at the event.


ACCEPTED ELECTRONICS

Computers | Televisions | Monitors | Hard Drives | Printers | Power Supplies | Telephones |
Mice | Cabling | Fax Machines | Stereos | Notebooks | Plasma-Screens | Speakers | Metal | DVD Players | Cell Phones | Cords & Wires

NOT ACCEPTED

X-Rays | Cans/Bottles | Food Wrappers | Thick Metal | Printer Cartridges | Corrugated
Cardboard | Non-Recyclable Materials | Plastic | Kitchen Appliances | Light Bulbs


Thank you to our April Shredding Sponsors

 ProShred Security San Diego                psarlogo_50                Computers 2 Kids      

 

Farmer InsuranceBob Hillard

Fran Avendano with Mr Mortgage Corp Marcco Flood Restoration
Frank Avendano Marco Calderon
Aftermath Exterminating Inc02 (1)Raymundo Gill Old Republic Home Protection
Mona Cimental
   
Marina Vista Escrow 2022 360 Home Inspections
Jaymee Torres Mark Pollard

                                         

_____________________

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.

 

Topics: Education

Maximize Returns and Reduce Tax Liabilities

Posted by Kevin McElroy on Sep 13, 2023 9:00:00 AM

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Knowledge of tax benefits, and the efficient expense-tracking practices that validate your deductions, are essential for maximizing your returns while minimizing payments. 

Seats are limited, so be sure to register soon!
Wednesday, September 27th
11:30 AM - 1:00 PM
zoom Logo

Register here

Real estate professionals face unique tax challenges due to the nature of the industry. Understanding the tax benefits available and implementing efficient expense-tracking methods can maximize returns and reduce tax liabilities. 

Join Mike White (PSAR Technology Chair) and Tax Preparation Specialist Amanda Bettencourt as they discuss the following:

  • The latest tax deductions for Real Estate professionals
  • Accurately tracking mileage for real estate-related travel
  • Recordkeeping with software to organize expenses
  • Using escrow and title fees to offset tax liability
  • How the new tax law affects REALTORS®
  • How to leverage taxes for your benefit

Stay compliant and effectively use tax benefits to help sustain your business success. Make tax time stress-free and financially fruitful.

Amanda Bettencourt


Meet the Speaker: 
Amanda Bettencourt is a tax preparation specialist who joined her family's accounting practice in 2006. Leveraging her background in counseling psychology, Amanda has a keen ability to guide clients through financial stressors.

She stays up-to-date annually on the latest tax laws and regulations as a California Tax Education Council (CTEC) certified tax preparer. Amanda also holds deep expertise in small business incorporation filings and compliance.

After earning her Master of Science in Counseling Psychology from National University in 2006, Amanda obtained a Bachelor's in Gerontology from San Diego State in 2004.

With nearly 15 years of tax preparation experience under her belt, Amanda offers both the technical skills and interpersonal tact needed to optimize financial outcomes for clients. She specializes in minimizing liability through maximizing deductions for real estate investors and small business owners.

Amanda finds great fulfillment in empowering clients to overcome the complexities of taxes and make smart financial moves. Outside of tax season, she enjoys giving back by volunteering as a youth mentor.

Email education@psar.org Or Call: 619-421-7811 for more information


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.

Topics: Education