Successful Succession of the Private Held Business and Wealth

PLEASE NOTE:
THE MEETING WILL BE HELD VIRTUALLY VIA ZOOM
from 12:00 - 1:30 pm

TRANSITION BY DESIGN:
SUCCESSFUL SUCCESSION OF THE PRIVATELY HELD BUSINESS AND WEALTH

presented by

Susan P. Rounds, JD, CPA, LL.M., AEP

DESCRIPTION:

All privately-held businesses will transition at some point, either by design or by default.  This presentation will identify the key drivers that underlie the business dynamics and the family dynamics, and then illustrate a three-pronged approach to designing an integrated business succession plan that aligns the goals and objectives of the business and the family. 
We will discuss some of the current changes in the tax law, and strategic opportunities and pre-transaction planning steps to consider in order to optimize the chosen path.

GUEST SPEAKER:

Susan P. Rounds is Director, Head of Wealth Planning for the Western Region, Deutsche Bank Wealth Management-Americas.

Susan works with ultra-high net worth clients on matters of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy.

Her teaching highlights include the University of Georgia School of Law and College of Business, the Becker CPA Review Course and the NYU Summer Institute on Taxation.

Susan makes frequent presentations across the country and her articles have been featured in leading publications.  Susan is an Estate Planning Hall of Fame Nominee.

This meeting is offered at no cost to members and guests, however, advance registration is required to receive the Zoom link.