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DTSTART:20261104T170000Z
DTEND:20261104T190000Z
LOCATION:Kenwood Country Club | 5601 River Rd, Bethesda, MD 20816
UID:2975120261104T170000ZMembership Meeting | Succession Planning
DTSTAMP:20260907T115046Z
DESCRIPTION:\nAbout the Program\n\nAll 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.\n\nWe 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.\n\nAbout the Speaker\n\nSusan P. Rounds, JD, CPA, LLM, TEP, AEP® (Distinguished)\nHead of U.S. Wealth Planning, Deutsche Bank Wealth Management\n\nSusan 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.\n\nShe 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.\n\nSusan was inducted into the NAEPC Estate Planning Hall of Fame in November 2022.\n\nLogistics\nFees: $45 for active members; $70 for guestsRegistration: 12:00 p.m.Lunch: 12:15 p.m.Program: 12:30 p.m.Guests are warmly welcome.Free parking is available.\nThe Council Thanks Our Signature Sponsors\n\n  \n
SUMMARY:Membership Meeting | Succession Planning - EPC of Montgomery County Maryland, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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