Brown | Streza

In the final episode of the All Business is Personal video series, Partner, Stephen Stafford discusses the importance of Estate Planning for Business Owners. Whether it is Foundational Estate Planning or Advanced Estate Planning, a well-crafted Estate Plan ensures your assets are distributed according to your wishes. Steve breaks down the key differences between these two segments and explains why having the right estate plan is crucial for business owners. Thank you for tuning in! We hope you found the series informative and insightful. Don’t forget—you can watch all episodes on our YouTube channel.  https://lnkd.in/gzsgqtye

We're #hiring a new Associate Attorney, Estate Planning in Orange County, California. Apply today or share this post with your network.

OC Lawyer’s December issue features an article by Attorney, Steven Hilton, Hitting the Tax Trifecta—Estate, Income, and Property Tax Minimization for Clients with California Real Estate. High-net-worth clients with California real estate are highly exposed to three types of taxation on their wealth: (1) federal gift and estate tax, (2) federal and state capital gain income tax, and (3) California real property tax. With proper planning and vigilance, attorneys can help their clients hit a tax trifecta—minimization of all three taxes. Read more ⬇️

Today is #GivingTuesday! This global day of generosity is a chance to make a positive impact on the causes that matter most. Whether it's through donating, volunteering, or spreading awareness, every act of kindness counts. Attorney, Alexander Schindler shares how you can make the most of your giving.⬇️ https://lnkd.in/gquNzUbY

Whether you have owned your business for 5 years or for 35 years, selling a business is a significant milestone in the life of a business owner. While every sale is different, most deals will involve some level of complexity, stress, and emotional turmoil for the seller.    In this video, Partner, Stephen Stafford, provides a general overview of the sale process and highlight some of the steps that are part of most deals. Click below to learn more about the process of selling a business!   https://lnkd.in/g-HND36t

Today, we pause to honor the bravery, sacrifice, and unwavering commitment of our veterans. Thank you to all who have served and those who continue to serve. Your courage and dedication safeguard our freedoms and inspire us daily. This Veterans Day, we extend our deepest gratitude for your service and sacrifice.

Join us for an upcoming virtual event: "Philanthropic Strategies for Successful Families" on November 14 hosted by Partners, John Peiffer and Casey S. Hale. You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. We will discuss: ➡ Private Foundations ➡ Donor Advised Funds ➡ Type 1 Supporting Organizations Register here: https://bit.ly/4dS78aP

We're #hiring a new Associate Attorney, Transactional Business & Real Estate in Orange County, California. Apply today or share this post with your network.

Exciting Career Opportunities Await! Join our award-winning team at Brown & Streza, where excellence, collaboration, and career growth thrive. Work alongside talented attorneys, paralegals, and professionals in a supportive environment that champions your success. Current open roles: 💼 Receptionist 💼 Administrative Assistant 💼 File Clerk 💼 Estate Planning Paralegal Apply ⬇ https://bit.ly/3YHbwoG

We're #hiring a new Administrative Assistant in Orange County, California. Apply today or share this post with your network.