Government Reporting in Escrow

Stay compliant and confident when handling government reporting requirements in escrow!
This hands-on workshop, breaks down everything you need to know about FIRPTA real estate withholding, 1099-S reporting, and trust-related compliance.

Whether you’re new to escrow reporting or looking for the latest updates, this class will give you the clarity and confidence to handle complex reporting with accuracy.

What You’ll Learn

• The latest tax code updates impacting escrow
• 1099-S reporting, purpose, use, and proper completion
• Comparing IRS vs. FTB rules and regulations
• Completing Form 593 and understanding withholding certificates
• Managing foreign withholding situations under FIRPTA
• How to obtain ITINs and legally reduce withholding
• Understanding timelines, penalties, and interest
• How to fix reporting issues when things go wrong
• Trusts & What You Need to Know

Join this high-impact session and leave equipped to manage government reporting accurately, efficiently, and confidently in every escrow transaction.