Membership Meeting | Succession Planning
About the Program
All privately held businesses will transition at some point, either by design or by default. This presentation identifies the key drivers that underlie business dynamics and family dynamics and illustrates a three-pronged approach to designing an integrated business succession plan to align the goals and objectives of the business and the family.
We will discuss some of the current changes in the tax law, as well as strategic opportunities and pre-transaction planning steps to consider in order to optimize the chosen path.
About the Speaker
Susan P. Rounds, JD, CPA, LLM, TEP, AEP® (Distinguished)
Head of U.S. Wealth Planning, Deutsche Bank Wealth Management
Susan works with ultra-high-net-worth clients and their families on matters of tax and estate planning, business succession, risk management, philanthropy, family governance, and legacy.
She is a frequent writer and lecturer on these topics, including teaching at the University of Georgia School of Law and Terry College of Business, the Becker CPA Review Course, and the NYU Summer Institute on Taxation.
Susan was inducted into the NAEPC Estate Planning Hall of Fame in November 2022.
Logistics
- Fees: $45 for active members; $70 for guests
- Registration: 12:00 p.m.
- Lunch: 12:15 p.m.
- Program: 12:30 p.m.
- Guests are warmly welcome.
- Free parking is available.
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