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