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DTSTART:20190326T213000Z
DTEND:20190326T233000Z
LOCATION:Regatta Bay Golf & Yacht Club
UID:1719220190326T213000ZSusan Rounds/Business Succession Planning
DTSTAMP:20260408T060623Z
DESCRIPTION:\nOur speaker for our March 26 meeting is Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®\n \nSusan has over 25 years’ experience serving clients of Big Eight Accounting, private law practice and global financial institutions in the areas of tax and estate planning, business succession, risk management, philanthropy, family dynamics and family governance. A frequent speaker, she has made presentations from New York to LA and Hawaii to Alaska on the topics of Estate Planning, Philanthropy, Business Succession, Family Dynamics and Governance, and Collaboration.\n \nTeaching highlights include law school and college courses in estate and gift tax, income tax, financial accounting, business law, and auditing and all parts of the Becker Professional CPA Review Course.\n \nSusan also served as a faculty member for the NYU Summer Institute on Taxation and the Hawaii Tax Institute. 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.\n \nFor fun, Susan sits on the Board of Directors for the National Association of Estate Planners and Councils and serves as Editor for the Journal of Estate and Tax Planning\n \nRSVP by Monday, March 25, 2019 to denise.harris1313@gmail.\n
SUMMARY:Susan Rounds/Business Succession Planning - Estate Planning Council of the Emerald Coast 
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DESCRIPTION:Reminder
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