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Welcome to STEP Orange County

The Orange County, California Branch of STEP (STEP-OC) commenced activity on October 1, 2011 and has held. Orange County’s 11th Annual Institute will be held in February.

STEP Orange County is managed by a Committee of eight Directors and consists of over 60 members. Our membership is interdisciplinary and includes tax and wealth preservation professionals who perform legal, accounting, banking, investment, insurance and fiduciary services.