STEPHEN STAFFORD | PARTNER
BIO
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Steve Stafford is a partner with the California law firm of Brown & Streza LLP, which provides integrated business, estate, tax, and exemption planning for business owners and high-net-worth families. Steve advises closely held businesses, entrepreneurs, and real estate investors across the state of California through all phases of a business, from formation to exit.
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Steve forms and structures corporations, limited liability companies and partnerships, with each decision custom tailored to the client’s particular tax, liability protection, and succession planning objectives. As general counsel to closely held companies, he provides tax planning, risk management, corporate compliance, contract review and preparation, mergers and acquisitions, and business succession planning services. Steve’s succession planning experience ranges from Buy-Sell Agreements, pre-sale restructuring, and sale of companies, intra-family buyouts, transferring the business and real estate interests of high net worth families to irrevocable trusts, to structuring succession plans for lawyers and accountants.
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From forming start-ups to counseling multi-generation companies, and from helping new entrepreneurs grow their businesses tax efficiently, to advising seasoned owners regarding the purchase or sale of business interests, Steve takes a holistic approach to serving his clients. He frequently collaborates with his clients’ CPAs, financial advisors, insurance brokers and estate planning attorneys to achieve a tax-efficient outcome and/or to better protect their businesses.
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Steve received his Bachelor of Arts from the University of California, Berkeley, his Juris Doctor from the University of San Francisco School of Law, and his Master of Law in Taxation (LL.M.) from Chapman University School of Law.
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Steve was a four-year letterman on the Cal Football Team during his undergraduate career, and remains involved with a variety of Cal Alumni organizations. Steve and his wife, Kirsten have four children and have been involved in a number of youth sports and community activities.
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Click here for Steve's complete biography.
PROFESSIONAL BACKGROUND | PROFESSIONAL RECOGNITION | PUBLICATIONS
PROFESSIONAL BACKGROUND
Brown & Streza LLP, Irvine, California
Partner, 2017-Present
Attorney, 2007-2016
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Master of Law (LL.M.) in Taxation, Chapman University School of Law, 2009
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Gordon & Rees LLP, San Francisco and Newport Beach, California: Attorney, 2003-2007
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Juris Doctor, University of San Francisco Law School, 2002
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Gap Inc., San Bruno, California
Senior Retirement Benefits Analyst (1995-1999)
Real Estate Law Department, Legal Administrator (1999-2001)
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Coopers & Lybrand, LLP, San Francisco, California: Associate Benefits Consultant, 1993-1995
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Bachelor of Arts, University of California, Berkeley, 1993
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Admissions:
All California State Courts
United State District court for the Central District of California
United States Court of Appeals for the Ninth Circuit
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PROFESSIONAL RECOGNITION
2023-2024 “Southern California Super Lawyer”
Published by Southern California Super Lawyers magazine, The New York Times (Los Angeles and Orange County distribution), Los Angeles magazine and The Journal for Law & Politics. Only 5% of the attorneys in Southern California (excluding San Diego) receive this prestigious honor.
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2009 - 2012 “Southern California SuperLawyers - Rising Star”
Published by Los Angeles magazine and The Journal for Law & Politics. Only 2.5% of lawyers under the age of 40 and/or in their first 10 years of practice in Los Angeles and Orange Counties receive this honor.
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PUBLICATIONS
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Financing and Protecting California Businesses, February 2015
Author, “Tax and Accounting Elections” Chapter of California's Continuing Education of the Bar (CEB)
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Financing and Protecting California Businesses, February 2014
Author, “Tax and Accounting Elections” Chapter of California's Continuing Education of the Bar (CEB)
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Financing and Protecting California Businesses, February 2013
Co-author, “Tax and Accounting Elections” Chapter of California's Continuing Education of the Bar (CEB)
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MEDIA MENTIONS
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Orange County Register, February 22, 2015
“How Savvy Are You About Homeowner Tax Breaks? Take Our Quiz To Find Out",
Source for technical information related to a home office as an itemized deduction on taxes
SPEAKING ENGAGEMENTS
SPEAKING ENGAGEMENTS
California Lawyer’s Association (CLA) Business Law Section Webinar, October 22, 2020
Business Succession Planning Opportunities During Today's Unprecedented Times
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Orange County Bar Association Business & Corporate Law Section Webinar, August 26, 2020
Business Succession Planning Opportunities During Today's Unprecedented Times
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California Lawyers Association (CLA) Webinar, January 24, 2019
The Tax Cuts and Jobs Act - What Every Attorney Should Know
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Financial Planning Association of Orange County (FPA) Quarterly Education Meeting, Irvine, California, August 15, 2018
Tax Treatment of Business Entities under the Tax Cuts and Jobs Act
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CalCPA Forensic Services, Irvine, California, February 8, 2017
Tax Advantages of Business Entities
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Harvard Business School and USC Marshall School of Business: Business Growth Conference 2011, Anaheim, California, May 9, 2011
Buy-Sell Agreements and Business Entity Structures: Get it Right or Pay the Price
COMMUNITY INVOLVEMENT
COMMUNITY INVOLVEMENT
St. Edward the Confessor Catholic Church: Parishioner and Usher
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University of California, Berkeley – Orange County Cal Alumni Club
Member
Former Advisory Board Member
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Orange County Bar Association, Business Law and Tax Law Sections: Member
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ProVisors
Member
Host of Orange County Lawyers & Legal Professionals
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Legatus: Member of San Juan Capistrano Chapter
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St. Thomas More Society of Orange County: Member
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Charles Institute: Leadership Team
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Athletes Touch (Professional Networking Community of Former College and Professional Athletes):
Member, 2010–2020
Former Group Leader for Orange County Chapter, 2011–2015
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Dana Hills High School Football’s 2013 Honor the Valor Benefit Game: Co-Chair (Benefit/fundraiser honoring combat veterans that served from WWII to Afghanistan)
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Former Coach: youth soccer, football, basketball and baseball teams
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Big C Society (Cal Student – Athlete alumni)
Member
Board of Directors, 1996–1998