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DTSTART:20170515T223000Z
DTEND:20170516T010000Z
LOCATION:The Cannery-The Cannery-3803 Toulouse St, New Orleans, LA 70119
UID:1332420170515T223000ZTransition by Design:  Successful Succession of the Privately-Held Business
DTSTAMP:20260415T002536Z
DESCRIPTION:\n \n  \nPresentation Overview:\n A Changing Marketplace Integrated Master Plan Design Strategic Opportunities Changing Paradigms \n  \nSusan P. Rounds \nDirector, Wealth Planning \nDeutsche Bank Wealth Management - Americas \n  \nSusan P. Rounds is a Director in the Wealth Planning Group of Deutsche Bank Wealth Management - Americas. \n  \nBased in San Francisco and Los Angeles, Susan specializes in providing services and solutions to elite clientele in the areas of tax and estate planning, business succession, risk management, philanthropy, family governance, \nintergenerational wealth transfer and legacy planning. In a career spanning 25 years, Susan has advised ultra-high-networth individuals, families, and privately-held business owner clients of Morgan Stanley, Merrill Lynch Family Office Group, the Family Office Exchange, Wells Fargo Private Bank, and private legal practice. \n  \nSusan taught Federal Estate and Gift Tax at the University of Georgia School of Law, both Federal Income Tax and \nPrinciples of Accounting at the University of Georgia Terry College of Business, and all sections for the National CPA \nExamination, including Financial Reporting, Income Tax and Regulatory Reporting, Business Law and Audit. She also \nserved as a faculty member for the NYU Summer Institute on Taxation. \n  \nAs a noted national speaker, author and commentator, her articles have been featured in leading publications such as \nTrusts and Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. \n  \nFrom Atlanta to Alaska, Susan makes frequent presentations to individuals, attorneys, CPAs and Estate Planning \nCouncils across the country on the topics of business succession planning, estate planning, philanthropy, and family \ndynamics. She also serves as Editor for the NAEPC Journal of Estate and Tax Planning. \nSusan holds a BBA in Accounting, cum laude, from UT El Paso, a Juris Doctor from the University of Georgia, and an LL.M. in Taxation from Emory University School of Law. She passed the comprehensive CPA exam on the first sitting and holds the coveted AEP® (Accredited Estate Planner) designation. Susan sits on the Board of Directors for the National Association of Estate Planners and Councils. \n  \nSusan can be reached at (310) 788 6152 or susan.rounds@db.com
SUMMARY:Transition by Design:  Successful Succession of the Privately-Held Business - New Orleans Estate Planning Council 
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