In light of potential estate tax, income tax and health care changes and recent cross-border challenges, it’s critical that estate planners understand the available strategies to help our clients.  Join your esteemed colleagues for two-full days with 16 presentations at the STEP-OC 7th Annual Institute on Tax, Estate Planning and The Economy.

DOWNLOAD BROCHURE

VIEW AGENDA

REGISTER

Questions? Contact Kristin Yokomoto – [email protected]

Date & Time

Address

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

STEP-OC 7th Annual Institute on Tax, Estate Planning and The Economy

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