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DTSTART:20200219T190000Z
DTEND:20200219T220000Z
LOCATION:Holiday Inn 3803 13th Ave S Fargo ND 58103
UID:1838420200219T190000ZFamily Dynamics & Intergenerational Wealth Transfer & Business Success Planning
DTSTAMP:20260415T004313Z
DESCRIPTION:\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. 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 for the Journal of Estate and Tax Planning.\n
SUMMARY:Family Dynamics & Intergenerational Wealth Transfer & Business Success Planning - Red River Valley Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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