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.
Susan P. Rounds, Director, Head of Wealth Planning for the Western Region
Deutsche Bank Wealth Management
Based in Los Angeles, 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 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 has been elected to the NAEPC Estate Planning Hall of Fame® Class of ‘22.
As a noted national speaker, author and commentator, her articles have been featured in leading publications such as Trusts and Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. Ms. Rounds makes frequent presentations at national seminars such as the Hawaii Tax Institute, as well as to Estate Planning Councils and other professional groups 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 2018, 2019 and 2020. Ms. Rounds served on the board of directors for the National Association of Estate Planners and Councils for seven years and edited the NAEPC Journal of Estate and Tax Planning for nine years.
Ms. Rounds taught Federal Estate and Gift Tax at the University of Georgia School of Law, both 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.
Formal degrees and designations include a BBA in Accounting, with distinction, from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University School of Law. Ms. Rounds passed the comprehensive four-part CPA exam on the first sitting and is a registered TEP (Trusts and Estates Practitioner), having earned the STEP Advanced Certificate in Cross-Border Estate Planning. Ms. Rounds is also an Accredited Estate Planner® (Distinguished) Nominee.
Ms. Rounds can be reached at (770) 912 6533 (cell), (310) 788 6152 (office), or [email protected].
Bookings are closed for this event.