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DTSTART:20260514T113000Z
DTEND:20260514T140000Z
LOCATION:Cured 18th and 21st - 10980 Grantchester Wy #110, Columbia, MD 21044
UID:2801720260514T113000ZMembership Breakfast 
DTSTAMP:20260418T100819Z
DESCRIPTION:\nAbout the Program: \n \nTitle:  Transition by Design:  Successful Succession of the Privately Held Business and Wealth\n \nDescription:  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.\n \n \n \nAbout 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. \n \nSchedule:\n7:30 am - Registration, networking and breakfast\n8:00 am - Program begins\n9:30 am - Continued Networking\n 10:00 am - Program Ends\n \nMembers are encouraged to invite colleagues to attend and may host a first-time prospective member attendee at no cost.\n \n \n \n \n
SUMMARY:Membership Breakfast  - Howard County Estate Planning Council 
PRIORITY:3
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