Welcome to STEP Orange County

The Orange County, California Branch of STEP (STEP-OC) commenced activity on October 1, 2011 and has held seven multi-day conferences. Orange County’s 11th Annual Institute will be held on February 8-9 February 2023.

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.