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STEP 8th Annual Institute on Tax, Estate Planning and the World Economy


The STEP Orange County conference will cover the most important domestic and international estate and tax planning opportunities for attorneys, accountants, wealth managers, financial advisors, and life insurance agents, as well as provide insights for corporate trustees, private fiduciaries, and charitable planning consultants. The conference will cover critical issues related to the recent election in Mexico and the upsurge of foreign investments in U.S. assets, particularly from Asia. There will be enjoyable networking events, such as a top-notch cocktail reception, catered breaks, and farewell drinks. We look forward to learning and sharing with you at the conference. For more information, click here - www.stepoc.org/institute