Annual Meeting

Date: Tuesday, May 4, 2021
Time: 11:45am - 1:15pm
Location: Delta Hotel-Marriot-385 East 4th Street, South Sioux City, Nebraska 68776
Speaker: Susan Rounds, Senior Wealth Strategist, Deutsche Bank

11:45 a.m. Networking
12:00 p.m. Lunch 
12:10 p.m. Business/Announcement
12:15 p.m. Presentation

1:15 p.m. Conclusion

Description:  Annual Meeting

Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP® Availability: Live Programs up to 2 hours in length Topics: Business Succession; Family Dynamics and Governance; Collaboration Susan 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. Teaching 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. Susan 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. For fun, Susan sits on the Board of Directors for the National Association of Estate Planners and Councils and serves as Editor of the NAEPC Journal of Estate and Tax Planning.

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