Gifting Strategies for HNW and UHNW Clients
Jeremiah Doyle featured on BNY Mellon.
November 18, 2022 Advisor PerspectivesLiv Finne (’79) Wrote on U.S. Supreme Court Anti-discrimination Ruling
Last June, the U.S. Supreme Court ruled 6-3 in Carson v. Makin that state officials cannot discriminate against families who choose to use generally available public tuition assistance programs to send their children to private religious schools. This and similar cases in effect have repealed Washington state’s notorious Blaine Amendments, a measure adopted in the […]
Sophisticated Tax Planning for your Wealthy Clients
“Different Ways to Bump Up Your Cost Basis at Death,” and “Ask the Experts – Year End Planning Issues,” AICPA Sophisticated Tax Planning for Your Wealthy Clients, Philadelphia, PA
2019 Tax Conference
“Post-Mortem Tax and Estate Planning,” 2019 Tax Conference, CPAmerica, Austin, TX
2019 Estate Planning Conference
“Post-Mortem Estate Planning,” and “Estate Planning for S Corporation Shareholders,” 2019 Estate Planning Conference, Pennsylvania Bar Institute, Philadelphia, PA
National Association of Estate Planners and Councils Annual Conference
“Financial Issues for the Recent Widow or Widower,” 56th Annual National Association of Estate Planners and Councils Conference, Las Vegas, NV
Seventh Annual Probate Law Conference
The Massachusetts Bar Association will hold its Seventh Annual Probate Law Conference on Friday, Nov. 1, at the Sheraton Framingham Hotel & Conference Center, 1657 Worcester Road, Framingham. More than 500 probate judges and practitioners will join us for the conference — the largest gathering of probate practitioners in New England. Whether your focus is […]
Florida Gulf Coast University Accounting & Tax Conference
“Fiduciary Accounting – Trust & Estate,” Florida Gulf Coast University Accounting & Tax Conference, Fort Meyers, FL
Jeremiah W. Doyle
Jeremiah W. Doyle, IV is an estate planning strategist for BNY Mellon’s Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, […]