Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony*****SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES*****
SPONSORED BY:
Susan Rounds Bio
Susan P. Rounds, JD, CPA, LLM, TEP, AEP® (Distinguished) and Head US Wealth Planning, Deutsche Bank Wealth Management 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. She is a frequent writer and lecturer on these topics, including teaching at 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 was inducted into the NAEPC Estate Planning Hall of Fame in November 2022.
Our non-profit Spotlight for this month is
Housing Solutions of Tulsa
Mark Smith, CEO
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