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

Charlotte City Club
121 W Trade St #3100, Charlotte, NC 28202

All privately held businesses will transition at some point, either by design or by default. This presentation identifies the key drivers that underlie business and family dynamics and illustrates 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 tax law, strategic opportunities, and pre-transaction planning steps to consider in optimizing the chosen path. This session is NC State Bar and CFP Board approved for 1 CE credit.

Presenter

Susan Rounds, JD, CPA, LLM, TEP, AEP® (Distinguished)
Head US Wealth Planning
Deutsche Bank Wealth Management

Susan works with ultra-high-net-worth clients and their families on tax and estate planning, business succession, risk management, philanthropy, family governance, and legacy. Her teaching highlights include the University of Georgia School of Law and Terry College of Business, the Becker CPA Review Course, and the NYU Summer Institute on Taxation. She frequently presents nationwide and has featured her articles in leading publications.

Susan was inducted into the NAEPC Estate Planning Hall of Fame in November 2022.

Registration Fees

• $40/ CEPC Members
• $85/ Non-Members

REGISTER HERE

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