Transition By Design: Successful Succession **SPONSORED by Duckwall & Company, Inc - Michelle Johnson
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Michelle Johnson
Susan P. Rounds is a Director and Head of U.S. Wealth Planning for Deutsche Bank Wealth Management – Americas.
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 over 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 was inducted into the NAEPC Estate Planning Hall of Fame® Class of ‘22.
As a national speaker, author, and commentator, her articles have been featured in leading publications such as Trusts & Estates Magazine, The Journal of Practical Estate Planning, and The Journal of Private Wealth Management. Ms. Rounds makes frequent presentations at national seminars and Estate Planning Councils 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 the past 5 years. She recently joined the Executive Committee for the Los Angeles branch of the Society of Trust and Estate Professionals (STEP) and previously served as a board member for the National Association of Estate Planners and Councils, and as Editor for the NAEPC Journal of Estate and Tax Planning.
Teaching highlights include Federal Estate and Gift Tax at the University of Georgia School of Law, 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) and earned the STEP Advanced Certificate in Cross-Border Estate Planning. Most notably, Ms. Rounds is an Accredited Estate Planner® (Distinguished).
Ms. Rounds can be reached at (626) 565 7705 (cell), (310) 788 6152 (office), or susan.rounds@db.com.
