Business Succession of Family Dynamics and Governance

Date: Tuesday, March 8, 2022
Time: 8:00am - 9:00am
Location: The Pinery at The Hill, 775 W Bijou St., Colorado Springs
Speaker: NAEPC - Susan Rounds

Breakfast starts at 7:30am



Attendees will learn more about the changing marketplace and business owner demographics, challenges facing family businesses, how to resolve conflicting objectives, and how to understand strategic opportunities.

Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP    

Susan P. Rounds is Director, Head of Wealth Planning for the Western Region, Deutsche Bank Wealth Management – Americas.

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, 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.  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.



See Upcoming Event Calendar