STEP Orange County


on Tax, Estate Planning and the World Economy

Bringing the Best Speakers to the Best Practitioners

in the year of the dragon

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February 15-17, 2024

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Balboa Bay Club, Newport Beach, California, USA

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Hi STEP Members and friends of STEP – its that time again! Time to begin thinking about STEP Orange County’s Annual Institute on Tax, Estate Planning, and the World Economy! This is our 12th year, and like they always say, “12th time’s a charm!” Despite the fact that nobody actually says that, this 12th iteration of the Institute is absolutely going to be a charm!

As many of you know, we sort of “eased” our way back to putting on live events last year. This year, no more of that nonsense – we are back to shooting for Big, Bold, and Brash! With the best speakers in the industry coming to Newport Beach from all over the world, and a third-day featuring material that will be of particular interest to practitioners seeking ethics and bias credits. The material is more relevant than ever, and will be delivered in multiple language channels through technology.

We also moved the Institute to a new facility – the fantabulous Balboa Bay Club Resort, right on Newport’s Harbor! As we are at such a beautiful facility near so many fantastic things to see and do, it would be a crime to not take advantage, so we are actually injecting FUN into the conference (not that seeing me MC isn’t fun enough for most – even MORE fun!). There will be Duffy rides, special dinners, local attractions for our out-of-town attendees (and locals too), and maybe even a special Key Note Speaker, who may or may not be in the financial services industry.

In all honesty, this year is going to be new, exciting, and truly special. The best time you will ever have satisfying your CE requirements, whatever your profession might be.

STEP OC – Bringing the Best Speakers to the Best Practitioners! Don’t miss it.

Sincerely – Craig Redler, Chair STEP OC

Conference program includes:

· Hot Topics – 2024 Estate, Gift and GST updates with Andy Katzenstein ·
· Advanced Generation Skipping Tax Issues ·
· International Estate Administration ·
· US-UK Estate Planning ·
· US-China Estate Planning ·
· US-LATAM Estate Planning ·
· Corporate Transparency Act ·
· Modern Families and Trusts ·


for Attending the Event






* As Legal and Insurance are state specific, we’ve applied to California MCLE and California Insurance. We don’t seek approvals from other states but attendees are able to receive our certificates and submit them to their own state for approval. We cannot guarantee your state will approve these course.

Duffy Boat Cruise with Lunch

Embark on an unforgettable adventure at our upcoming event tailored exclusively for attendees! Join us on February 17, 2024, at 12pm for a Duffy Boat Cruise in Newport Harbor, departing from the picturesque Balboa Bay Club Resort. Indulge in a delightful catered lunch while taking in the breathtaking Newport Beach scenery—a perfect closing to the 3-day conference. Don’t miss out on this unique networking opportunity and add this spectacular experience to your itinerary for just $30. Secure your spot now by selecting the add-on option on the registration page!

Registration Fees


STEP Members




Affiliated Organizations North County Estate Planning Council San Diego & Conejo Valley Estate Planning Council.

Exclusive Early Registration Benefits

By registering in 2023, you can enjoy a complimentary subscription to LISI, and earn valuable educational credits that will enhance your professional journey


Wealth Management
Wealth Management
CPA Firm
CPA Firm
Life Insurance
Life Insurance
Trust Company
Trust Company
Tax Consultant
Tax Consultant


“I am really looking forward to attending the conference because of the quality of the attendees, the sophistication of the questions asked. I always feel that I learned something from the audience”

– Michael Mulligan, Lewis Rice (Presenter)

“The STEP Orange County Conference demonstrates the power of the STEP Mission: providing both top notch education and excellent opportunities for networking.”

– Ellen Kratzer, Chair STEP USA, Managing Director of Fiduciary Trust

“I was so impressed at the caliber of the STEP Orange County conference!”

– Patricia Wass, Previous Chair, STEP Worldwide 

“The preeminent conference for sharing cutting edge estate, trust, gift and succession planning ideas among some of the nation’s most talented attorneys, financial advisors and CPAs.”

– Tom Monaghan, CPA, MST, TEP – Windes

“Great people, great topics, great location.”

– Brent Nelson, JD, LLM, TEP – Snell & Wilmer L.L.P.

“You just might be able to skip the trip to Orlando for Heckerling.”

– Carsten Hoffman, ASA, TEP – Stout Risius Ross

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