· Dinner meeting
Business Succession Planning
Presented by Susan Rounds.
Wednesday, March 5th, 2025
6pm - 9pm
Presented by:
Susan P. Rounds JD, CPA, LLM, TEP, AEP®(Distinguished)
Director and Head of U.S. Wealth Planning
"Business Succession Planning”
Join us for the March 2025 Redwood Empire Estate Planning Council Dinner Meeting on Wednesday, March 5th , from 6:00 PM to 9:00 PM at Charlie’s Restaurant . This month, we are honored to again welcome Susan P. Rounds , Director in the Wealth Planning Group of Deutsche Bank Wealth Management – Americas, as our featured speaker.
About the Presentation:
Susan will deliver an insightful presentation on Business Succession Planning , a critical topic for estate planning professionals working with ultra‑high‑net‑worth clients and privately held business owners. Topics will include:
Strategies for transitioning businesses across generations while preserving family harmony and wealth.
Tax‑efficient techniques to manage risk and transfer ownership.
The role of philanthropy, family governance, and legacy planning in succession strategies.
Real‑world examples illustrating best practices for advising business owner clients.
Why Attend?
Business succession planning is essential for clients with closely held businesses, and Susan’s extensive experience will provide actionable insights to help you guide clients through these complex transitions.
Susan P. Rounds brings over 25 years of experience advising ultra‑high‑net‑worth individuals, families, and business owners. As a Director in the Wealth Planning Group at Deutsche Bank Wealth Management, she specializes in tax and estate planning, business succession, philanthropy, and intergenerational wealth transfer.
A noted speaker, author, and educator, Susan has contributed to prestigious publications like Trusts and Estates Magazine and has taught law and taxation at leading universities. She holds a BBA in Accounting (cum laude), a Juris Doctor, and an LL.M. in Taxation, along with several elite designations, including AEP® and TEP.
We are proud to have Linkenheimer, LLP | CPAs & Advisors as the March 2025 Dinner Meeting Sponsor. As a trusted accounting and advisory firm , Linkenheimer has been serving businesses since 1932, providing expert guidance in audit, accounting, tax planning, and financial strategy . Their team specializes in working with p rivately held and family‑owned businesses , offering long‑term planning solutions that support growth, development, and succession .
With a reputation as one of North Bay’s Best Accounting Firms, Linkenheimer is committed to delivering value through personalized relationships and a team‑based approach. Their expertise extends beyond traditional CPA services, helping businesses with cash flow projections, feasibility studies, financing alternatives, and more.
We appreciate Linkenheimer’s support of REEPC and their commitment to excellence in financial and tax planning. Thank you for sponsoring this month’s event!
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