Conference

8th Annual Institute on Tax, Estate Planning and the World Economy - 4-5 February 2019

Hosted by
STEP Orange County
Event type
Conference
Venue
Fashion Island Hotel
Address
690 Newport Beach
Newport Beach
92660
Country
USA
Date
4 February 2019 - 5 February 2019
Description

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

      

Cost:
STEP Members Before October 31, 2018 - USD 699.00; before December 31, 2018 - USD 799.00; after USD 899.00
Non-Members Before October 31, 2018 - USD 899.00; before December 31, 2018 - USD 999.00; after USD 1,099.00
Contact
Greg Custer
Contact email
greg@stepoc.org
Details
PDF icon Speakers and Topics (PDF 1.39MB)
Register Add to Calendar events/8th-annual-institute-tax-estate-planning-and-world-economy-4-5-february-2019 04/02/2019 05/02/2019 Fashion Island Hotel, 690 Newport Beach, Newport Beach, 92660 STEP Orange County 8th Annual Institute on Tax, Estate Planning and the World Economy - 4-5 February 2019 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. Hosted by: STEP Orange County. Contact: Greg Custer. Contact email: greg@stepoc.org