Latest Past Events

Private Foundations: 5 Most FAQs and 5 Things You Probably Didn’t Know

Brown & Streza, LLP 40 Pacifica, 15th Floor, Irvine

Presented by: Casey Hale, Alexander "Zan" Schindler  Offering 1.0 hour of CLE credit Register Here Private foundations are often misunderstood and sometimes maligned as a philanthropic vehicle. Although private foundations are subject to stringent laws, there are nevertheless plenty of ways private foundations can carry out creative and effective philanthropic initiatives. They are not limited […]

Scholarship Granting Organizations: How They Work and Why They Matter- Virtual Event

Brown & Streza, LLP 40 Pacifica, 15th Floor, Irvine

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 […]

Basics and Beyond Living Trusts In-Person Presentation

Brown & Streza, LLP 40 Pacifica, 15th Floor, Irvine

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 […]