Membership Breakfast
About the Program:
Title: Transition by Design: Successful Succession of the Privately Held Business and Wealth
Description: 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.
About the Speaker: Susan P. Rounds, JD, CPA, LLM, TEP, AEP® (Distinguished) and Head US Wealth Planning, Deutsche Bank Wealth Management 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.
Schedule:
7:30 am - Registration, networking and breakfast
8:00 am - Program begins
9:30 am - Continued Networking
10:00 am - Program Ends
Members are encouraged to invite colleagues to attend and may host a first-time prospective member attendee at no cost.
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