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X-WR-CALDESC:Events for Brown | Streza
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DTSTART;TZID=UTC:20260513T113000
DTEND;TZID=UTC:20260513T130000
DTSTAMP:20260528T125008
CREATED:20260409T180120Z
LAST-MODIFIED:20260409T180145Z
UID:6893-1778671800-1778677200@www.brownandstreza.com
SUMMARY:Basics and Beyond Living Trusts In-Person Presentation
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE credit \nWe 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 plan for long-term family well-being. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone *		\n			Questions Phone for\n			\n		\n		Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts-2/
LOCATION:Brown & Streza\, LLP\, 40 Pacifica\, 15th Floor\, Irvine\, CA\, 92618\, United States
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DTSTART;TZID=UTC:20260514T120000
DTEND;TZID=UTC:20260514T131500
DTSTAMP:20260528T125008
CREATED:20260422T175847Z
LAST-MODIFIED:20260428T163856Z
UID:6906-1778760000-1778764500@www.brownandstreza.com
SUMMARY:Scholarship Granting Organizations: How They Work and Why They Matter- Virtual Event
DESCRIPTION:Presented by: Casey Hale\, Heather Lachenauer\, and Christian Matozzo \nOffering 1.0 hour of CLE credit \nRegister Here \nLegislation 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 opt‑in)\, SGOs can fund scholarships covering a broad range of K–12 educational expenses for students. Join this webinar to learn how to form and operate an SGO\, which expenses are eligible to be covered by scholarships\, key SGO compliance requirements\, how the EFTC state opt‑in process works\, and what outstanding questions might be answered in forthcoming IRS guidance. \n\nWhat rules will a scholarship granting organization have to follow to become recognized by both the IRS and in its state when the EFTC goes into effect on January 1\, 2027;\nWhat constitutes “qualified education expenses” that can be covered by a scholarship from a scholarship granting organization;\nWhat students qualify to receive scholarships from scholarship granting organizations;\nHow the IRS has signaled in early guidance how it will interpret the provisions of the EFTC;\nA discussion of what states have\, have not\, and are still determining whether to opt into the Education Freedom Tax Credit; and\nHow interested individuals or organizations can properly form\, qualify\, and operate a scholarship granting organization so that donations qualify for applicable tax credits for use to support school choice and student educational opportunities in the state where it operates.
URL:https://www.brownandstreza.com/event/scholarshipgrantingorganizations/
LOCATION:Brown & Streza\, LLP\, 40 Pacifica\, 15th Floor\, Irvine\, CA\, 92618\, United States
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