Take control of your financial future! Discover expert strategies to protect, mitigate, and build your income in this special tax hacks class.

The real estate industry affords great potential for financial success, but achieving sustained income growth requires careful planning and shrewd strategic decisions. 

Join Certified Tax Advisor and REALTOR®, Marcos Guevara, as he delves into the key strategies of scaling income as a REALTOR®. Valuable insights and expert guidance will be delivered that will empower real estate professionals to make informed decisions for long-term financial success. 

Wednesday | March 6th, 2024
11:00 AM to 12:00 PM

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

Here is a glimpse of what will be imparted in this class: 

• Maximized Income: Selecting the optimal business structure is crucial. Know how to create significant tax savings and legal protections.
• Expert Guidance: Gain insights from tax experts with access to world-class tax strategies.
• Strategic Planning: Discover practical tips to strategically plan your finances, allocate commissions effectively, and make informed decisions for long-term financial success.
• Legal Compliance: Understand the importance of administrative discipline to ensure compliance with tax laws and pave the way for future growth.

 

Meet the Speaker: 

Marcos Guevara is a Tax and Real Estate Advisor with over 5 years of experience at HomEstate Solutions. He is also an Insurance Consultant.

Marcos studied Business Management and Accounting at California College San Diego where he obtained his Associate's Degree. He holds an active Main Street Certified Tax Advisor (MSCTA) credential and previously held an Accident and Health Agent license in California.

With his diverse tax, real estate, insurance, hospitality, human resource, and business management experience, Marcos brings a well-rounded perspective to his work. He has demonstrated leadership, innovation, and an ongoing commitment to continuing his education in this field.

 

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

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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.

The Best Strategies for Ensuring Rapid Real Estate Commission Payments!

Discover key strategies and essential practices to fast-track the payment process of post-escrow commission checks.  REALTORS® receives expert guidance in circumventing typical obstacles and the tools for adeptly avoiding potential delays.

(CANCELED)
Unfortunately, this class has had to be canceled

Wednesday | February 21st, 2024
11:00 AM - 12:30 PM
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021

Topics:

• Safeguard income and enhance financial efficiency
• Ensure client satisfaction
• How to make sure commissions are delivered on time
• Elevate your Real Estate game to new heights

 

Lupe Soto, a distinguished figure in real estate, has garnered multiple accolades, including winning Realtor of the Year twice, Manager of the Year thrice, 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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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.

             
     Members: $10                                        Non-Members:$20  

 

Lunch Provided by our Class Sponsor: 

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Artificial 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

Meet 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'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.

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

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

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 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.

 

 

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

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.

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

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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.

You use zipForm® every day, but do you take advantage of all the features
that can make your transaction life easier?

  This hands-on class is a must for agents who are new to zipForm® as well as those with experience. Don't pass up this unique opportunity!

Be sure to bring your laptop!   Learn how to create templates and increase your proficiency by using the advanced tips you will learn in this class.

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Thursday, September 28th
10:30 am - 11:30 am

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

By harnessing the power of zipForm®, you can shift your focus from tedious paperwork to delivering exceptional sales and services for your clients. Say goodbye to administrative headaches and hello to seamless transactions that give you more time to excel at selling, finding listings, and closing deals. Don't miss out on transforming zipForm® Plus into your ultimate real estate productivity tool!

Instructor Jan Farley will cover the following features and techniques:

1. Be Efficient - Unlock the full potential of zipForm® Plus to complete contracts and manage transactions better.
2. Eliminate Mistakes - Practice on the updated interface and new tools designed to save time and avoid errors.
3. Discover the power of zipForm® Plus - Transform zipForm Plus into your ultimate real estate productivity tool and excel in your transactions.
4. Learn the new forms editor - Navigate with ease.
5. And much more! We’ll include an extended Q&A for your specific scenarios.

Instructor: Jan Farley  Broker & CAR Director                                      ZipForm and Glide Certified Trainer Professional Standards Committee Member Pacific Southwest Association of Realtors 2018 President Pacific Southwest Association of Realtors

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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 & development of the Real Estate industry in San Diego County.

What a Deal! Free Education Credit and a NAR Green Designation

This is a two-day class so be sure to attend on the first day to get 16 hours of CE Credit.

Gain a competitive advantage and learn how to become your client's go-to resource for
buying or selling a more efficient, money-saving, healthy home.

This is a two-day, in-person Class at our PSAR East Location

     

Course Fee: WAIVED with the generous support from SDG&E

To earn the NAR Green Designation, you must attend both days of training.

Help Your Clients Buy or Sell a Green Home

• Recent studies show that 94% of home buyers rate energy efficiency as an important part of their home-buying decision. Are you prepared to address their questions about green features and improvements?
• Join us for a two-day training to learn green real estate concepts, principles, practices, and benefits in a way that makes sense to you and your clients. Stand out from the crowd by earning the only green designation for real estate agents conferred by the National Association of REALTORS®.

Expand Your Knowledge—And Your Client Base

Strengthen your knowledge of green real estate and help your clients:

• Find and transform a fixer-upper into a more comfortable home with lower utility and maintenance costs
• Make the right upgrades before selling to boost their home’s value
• Navigate the cash rebates, incentives, green certifications, and green financing necessary to achieve their goals
• You’ll also learn how to market green and grow your business to attract new customers.

Demand for Green Homes Is Growing

Green real estate is not a fad, but a fundamental change in the market. Nearly 40% of home buyers consider high-efficiency heating and cooling to be “very important,” and two-thirds of state governments have implemented green building policies. Furthermore, a 2012 study found that green-certified homes—with labels such as ENERGY STAR® or GreenPoint Rated—sold for up to 9% more than homes without a green label. 

People have different motivations for going green. Some want to reduce their impact on the environment; others want to save money, reduce waste or create a healthier home for their children. Our training will provide you with the education to support your clients’ green endeavors no matter their objective.

Earning NAR's Green Designation

Continuing Education Units approved by the Department of Real Estate

Upon completion of the two-day required courses and successfully passing each exam with 75%, you will receive 16 Continuing Education Units approved by the Department of Real Estate.

Prerequisites

Must be a licensed Realtor in the State of California in order to receive DRE Credit for attending these courses

To earn the NAR Green Designation, you must attend both days of training.

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This program is administered by SDG&E through a contract awarded to Franklin Energy. Customers who choose to participate in this program are not obligated to purchase any additional services offered by the contractor. Programs may be modified or terminated without prior notice and are provided to qualified customers on a first-come, first-served basis until program funds are no longer available. Eligibility requirements may apply.

A review of  the San Diego and Chula Vista Tenant Ordinances, including their rules, regulations, and to whom they apply.

Discussion Leaders:

If you are a housing provider, you will want to attend this informative overview and speaker discussion centering on the Chula Vista and San Diego City Tenant Ordinances. Speakers will review the new ordinances, other requirements and regulations, and discuss their implications.

Tuesday | June 20th
10:00 a.m. - 12:00 p.m.
PSAR South County Office
(880 Canarios Ct. #100 Chula Vista, CA 91910)

 
Free for PSAR and San Diego NARPM Members (use the IMS Registration)
For registration assistance, please call us at 619-421-7811.
$20 attendance fee for Non-Members

Discussion Topics:

• Applicability of the new ordinances
• New noticing requirements
• New requirements for termination of tenancy
• Administrative regulations

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The information provided during this program does not, and is not intended to, constitute legal advice; instead, all information, content, and materials being provided are for general informational purposes only.  Information may not constitute the most up-to-date legal or other information. We may provide links to other third-party websites.  Such links are only for the convenience of the reader or user.  PSAR and its members do not recommend or endorse the contents of third-party sites.

Attendees should contact their attorney to obtain advice with respect to any particular legal matter.  No attendee should act or refrain from acting on the basis of information provided here without first seeking legal advice from counsel in the relevant jurisdiction.  Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.  Use of, and access to, the information provided or any of the links or resources shared do not create an attorney-client relationship.

The views expressed during the program are those of the individual speakers writing in their individual capacities only – not those of their respective employers, the PSAR, or the committee/task force as a whole.  All liability with respect to actions taken or not taken based on the contents of this program is hereby expressly disclaimed.  The content in this program is provided "as is;" no representations are made that the content is error-free.

              

Discover the latest information on the Tenant Ordinances in San Diego and Chula Vista, including their rules, regulations, and how they apply.

This Probate Certification course provides a thorough exploration for real estate agents and investors seeking to successfully assist homeowners in probate transactions.

This class is normally $125 / PSAR is offering it at $79

Friday | May 26th
9:30 a.m. - 12:30 p.m.
via Zoom

REGISTRATION CLOSED AT 11:30am on May 24th

Here is a video introduction for the class from the instructor:

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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.