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Orange County Escrow Association
Mini Workshop - 6:00PM
General Membership Meeting - 7:00-9:00PM


Wednesday, September 17, 2014


Avenue of the Arts Wyndham
3350 Avenue of the Arts, Costa Mesa, CA 92626
Phone: (714) 751-5100


Mini Workshop Speakers:  OCEA Board of Directors
Dinner Meeting Speaker:  Michael Haas, CPA


Mini Workshop

To share our War Stories so you will hopefully not have the same “War Story”!

Dinner Meeting

Tax Update including “How escrow holder determines if an LLC is structured as partnership or corporation” and how it impacts us with the 593C and 1099 forms.  Michael will also answer YOUR questions!


SALAD: Baby Mixed Greens, Fresh Raspberries, Bleu Cheese Crumbles and Walnuts With Raspberry Vinaigrette
Warm Artisan Rolls with Sweet Butter

ENTREE: GRILLED CHICKEN BREAST - With Mango Jalapeno Salsa, Jasmine Rice, Seasonal Fresh Vegetables

VEGETARIAN ENTREE: Farfalle with Roasted Root Vegetables, Parmesan Mushroom Cream Sauce

DESSERT: Fresh Fruit and Berry Tart

Freshly Brewed Starbuck's Regular Coffee, Decaffeinated Coffee and Gourmet Tazo Herbal Tea Service.


Mini Workshop: Larry O’Brien, Escrow Training Institute & Mary Hernandez, Citizens Business Bank
Dinner Meeting: Scott Hunt, FPS; Jessie Bullis, BBS Notary Services & Anita Young, Umpqua Bank

Walk-ins are okay... but if possible, you can help our meetings to start on time, and also help the hotel plan to prepare the right number of meals if you’ll make your paid reservation by Friday, September 12. Reservations are not complete until your check is received.

Faxed reservations are not accepted. A reservation made is a reservation paid – nonrefundable.
(We make a guarantee to the hotel based on paid reservations received.)

$40.00 if payment received by 4PM, Friday, September 12
$45.00 at the door or after 4PM, Friday, September 12

$50.00 if payment received by 4PM, Friday, September 12
$55.00 at the door or after 4PM, Friday, September 12

Please mail or deliver your check, made payable to “OCEA,” to:
New address:
The Escrow Source • 27611 La Paz Road, Suite D • Laguna Niguel • CA • 92677
Attn: Michelle Rahe or Ashley Knoles (949) 305-0888

Multiple Attendee Reservation Form (PDF)