Join us at our Member Meeting

Wednesday, October 5th at 11:30 AM

Income Tax Charitable Deductions From Blue Collar to Billionaires
Jere Doyle, J.D., LL.M., ACTEC
Senior Vice President, BNY Mellon Wealth Management, Boston, Massachusetts

We've applied for approval to offer MCLE, CPE, CTFA, CA INS, CFP

Both In-Person and Virtual Attendance Available

In-Person Attendance: Members $40 and Non-members $50, Virtual Attendance: $30

In-Person Attendance

The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California • www.pacificclub.org
Begins at 11:30am
Limited in person and spaced seating. Appropriate local mask and distancing rules will apply to all in person gatherings.

Virtual Attendance
Zoom link will be provided prior to meeting
12:00 pm - 1:00 pm Click Here to Register Online for Both In-Person and Virtual

 

This session will begin with an overview of the percentage limitations and the substantiation rules and then proceed to discuss the structure and income tax consequences of charitable gifts of securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork and collectibles, bitcoin, stock options, deferred compensation, life insurance, bargain sales, real estate, charitable gift annuities, donor advised funds, intellectual property, and cars, boats and planes. If time allows, we will also review the use of charitable remainder trusts and charitable lead trusts.

Jere Doyle, J.D., LL.M., ACTEC
Senior Vice President
BNY Mellon Wealth Management, Boston, Massachusetts

Jere Doyle 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, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. Jere is the co-author of Income Taxation of Estates and Trusts, a law school casebook published in December, 2019 by Carolina Academic Press. He is also the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company and a contributing columnist for Estate Planning Review – The Journal published by Wolters Kluwer and a member of its Editorial Board. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving, Income Taxation of Estates and Trusts and the Tax Aspects of Marital Dissolution. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC, Bloomberg and CNN.

Objective: Understanding complexities of available tax deductions

There are no prerequisites for this program.
There is no required advanced preparation.
The Program Level for this will be intermediate.
Delivery Method: Group Live & Group Internet Based.

Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.The field of study for this program is Taxes and will be delivered by Group Live & Group Internet Based.

STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202