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 holding, managing, and transferring 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

IRAs, QUALIFIED PLANS, AND DIVORCE
Recorded Date November 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAX PLANNING FOR CHARITABLE GIFTS OF COMPLEX ASSETS
Recorded Date September 23, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAX & ESTATE PLANNING FOR ART & COLLECTIBLES: ADVISING HIGH-NET-WORTH CLIENTS
Recorded Date May 20, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
DIVORCE TAX ISSUES THAT PRACTITIONERS SHOULD KNOW
Recorded Date December 29, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
CARES ACT: SMALL BUSINESS LOAN PROVISIONS
Recorded Date April 9, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner