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

Date: Wednesday, April 4, 2018
Time: 6:00pm - 8:15pm
Location: Victoria Club, 2521 Arroyo Drive, Riverside, CA 92506
Speaker: Susan Rounds - Director, Wealth Planning


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

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 take advantage of those changes and optimize the chosen path.


Susan P. Rounds is a Director in the Wealth Planning Group of Deutsche Bank Wealth Management - Americas. Based 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, intergenerational wealth transfer and legacy planning. In a career spanning 25+ years, Susan has advised ultra-high net-worth individuals, families, and privately-held business owner clients of Morgan Stanley, Merrill Lynch Family Office Group, the Family Office Exchange, Big Eight Accounting and private legal practice.

Susan 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 of 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.

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. From Alaska to Hawaii, Susan makes frequent presentations to individuals, attorneys, CPAs and Estate Planning Councils across the country on the topics of business succession planning, estate planning, philanthropy, and family dynamics. She also serves as Editor for the NAEPC Journal of Estate and Tax Planning.

Susan holds a BBA in Accounting, cum laude, from UT El Paso, a Juris Doctor from the University of Georgia, and a LL.M. in Taxation from Emory University School of Law. She passed the comprehensive CPA exam on the first sitting, holds the coveted AEP® (Accredited Estate Planner) designation and was recently registered as a TEP (Trusts and Estates Practitioner). Susan sits on the Board of Directors for the National Association of Estate Planners and Councils.

See Upcoming Event Calendar