Jere Doyle

BNY Mellon Wealth Management
Senior Vice President
jere.doyle@bnymellon.com
(617) 420-7328

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Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy 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. He is 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 and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. Jere is also a reviewing editor of the 1041 Deskbook published by Practitioner's Publishing Company. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.

About Us: Over BNY Mellon’s 200+ year history, they’ve seen times of prosperity, uncertainty and possibility. Their Active Wealth approach is grounded in a deep understanding of who their clients are, and that has brought the success they care about most: highly satisfied, loyal clients whose relationships span generations.

Archived Webinars Offered

DIVORCE TAX ISSUES THAT PRACTITIONERS SHOULD KNOW

Date RecordedOctober 19, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

CARES ACT: SMALL BUSINESS LOAN PROVISIONS

Date RecordedApril 9, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner