September 18, 2019 Dinner Meeting
Topic: Business Succession Planning
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 for the Journal of Estate and Tax Planning.
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