Steve Yahnian, CPA, JD, LLM (Tax), MS (Tax)

Private Client Services Managing Director

Driven by passion for developing optimal estate planning and administration strategies, Steve is a managing director in the MGO Private Client Services practice. Throughout his career he’s assisted high-net-worth individuals as they invest in themselves and enjoy and protect the wealth they have worked so hard to earn.

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As a leading financial advisor, I draw from my wide breadth of experience to develop optimal estate plans and estate administrations for my clients. Throughout my career I have prepared hundreds of estate plans, handled numerous estate and trust administrations, handled numerous business and real estate transactions, provided tax planning and opinions that saved my clients millions of dollars in taxes, and been victorious in numerous tax matters involving both the IRS and California taxing agencies. Finally, I have advised upon, designed, prepared, and implemented numerous asset protection plans.

My primary areas of focus include estate planning and administration; business and individual law and planning; probate, real estate law and planning; tax law planning and defense; and asset protection planning.

I am a member of the California State Bar and am one of a small group of attorneys who are California State Bar Board of Legal Specialization Certified Specialists both in Taxation Law, as well as Estate Planning, Trusts, and Probate Law.

New York University School of Law, LLM in Taxation

UCLA, Certificate in Taxation (MS Taxation Equivalent)

Loyola University of Los Angeles, Juris Doctorate

University of Southern California, B.S. Accounting

Certified Public Accountant – California

Certified Financial Planner (inactive)

California State Bar Board of Legal Specialization, Certified Specialist in Taxation Law and Estate Planning, Trust, and Probate Law