Transition by Design – Successful Succession of the Family Business and Wealth
Breakfast buffet served at 7:00 am included in the cost for non-member attendees and EIEPC members.
About Our Speaker:
Susan Rounds 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. 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. Susan makes frequent presentations across the country and her articles have been featured in leading publications. Susan was inducted into the NAEPC Estate Planning Hall of Fame in November 2022. Professional designations include JD, CPA, LLM, TEP, AEP® (Distinguished).
