Events

Name: Scholarship Granting Organizations: How They Work and Why They Matter- Virtual Event
Start: 2026-05-14T12:00:00+00:00
End: 2026-05-14T13:15:00+00:00
Location: Brown & Streza, LLP

May 2026
Basics and Beyond Living Trusts In-Person Presentation

May 13 @ 11:30 am - 1:00 pm

Brown & Streza, LLP 40 Pacifica, 15th Floor, Irvine, CA, United States

Presented by: Michael Offenheiser Offering 1.0 hour of CLE credit We invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth, minimize tax exposure, and […]
Scholarship Granting Organizations: How They Work and Why They Matter- Virtual Event

May 14 @ 12:00 pm - 1:15 pm

Brown & Streza, LLP 40 Pacifica, 15th Floor, Irvine, CA, United States

Presented by: Casey Hale, Heather Lachenauer, and Christian Matozzo Offering 1.0 hour of CLE credit Register Here Legislation enacted by Congress in July 2025 created “scholarship granting organizations” (SGOs)—a new type of IRC § 501(c)(3) organization whose donors may qualify for a dollar‑for‑dollar “Education Freedom Tax Credit” (EFTC). Effective January 1, 2027 (subject to state […]

May 2026