STEP ORANGE COUNTY'S PREMIER CONFERENCE FOCUSING ON U.S. AND INTERNATIONAL ISSUES

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ISLAND HOTEL NEWPORT BEACH

690 Newport Center Drive, Newport Beach, California 92660, USA

In light of potential estate tax, income tax and health care changes and recent
cross-border challenges, it’s critical that we understand the available strategies to help our clients.

Join us for two-full days with 15 presentations

TESTIMONIALS:

“The STEP Orange County 2017 Institute was one of the best estate planning conferences that I have attended where I gathered knowledge in tax law and estate planning, and walked away with impressive networking connections.”

Anna Fedosova-Caldera, CTFA, TEP
Vice President & Sr. Trust Officer
US Bank/Private Wealth Management

“I was very impressed with the line-up of speakers and content. As a professional who helps families and businesses, I go to STEP Orange County for the most relevant estate planning education.”


Michael Becher, CPA
Partner Miller Giangrande LLP
CPAs & Advisors

Questions? Contact Kristin Yokomoto - kristin@stepoc.org