Transition by Design: Successful Succession of the Privately Held Business and Wealth

Date: Tuesday, March 28, 2023
Time: 5:30pm - 8:00pm
Location: Pacific Club | 4110 MacArthur Boulevard | Newport Beach 92660
Speaker: Susan P. Rounds, JD, CPA, LLM., AEP, TEP - Deutsche Bank Wealth Management


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, and strategic opportunities and pre-transaction planning steps to consider in order to optimize the chosen path.


Notes:  This program qualifies for 1-hour of continuing education credit for Attorneys, CPA's, Planned Giving Specialists and Professional Fiduciaries. This program is pending approval with the CFP Board of Standards, California Department of Insurance and American Bankers Association.

Susan P. Rounds is a Director and Head of U.S. Wealth Planning for Deutsche Bank Wealth Management – Americas.

Ms. Rounds specializes in providing services and solutions to clients in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance, intergenerational wealth transfer, and legacy planning. In a career spanning over 25 years, Ms. Rounds has advised ultra-high-net-worth individuals, families, and privately-held business owner clients during her tenure in Big Eight Accounting, global financial institutions, and private legal practice. Ms. Rounds was inducted into the NAEPC Estate Planning Hall of Fame® Class of ‘22.   

As a national speaker, author, and commentator, her articles have been featured in leading publications such as Trusts & Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. Ms. Rounds makes frequent presentations at national seminars and Estate Planning Councils across the country. 

Ms. Rounds sits on the Editorial Board for Opportunity Zone Magazine and has been named as one of the Top 25 Opportunity Zone Influencers in the country for the past 5 years.  Ms. Rounds previously served as a member of the board of directors for the National Association of Estate Planners and Councils, and as Editor for the NAEPC Journal of Estate and Tax Planning.

Ms. Rounds taught Federal Estate and Gift Tax at the University of Georgia School of Law, Federal Income Tax and Principles of Accounting at the University of Georgia Terry College of Business, and all sections for the National CPA Examination, including Financial Reporting; Income Tax and Regulatory Reporting; Business Law; and Audit. She also served as a faculty member for the NYU Summer Institute on Taxation.


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