2018 Allied Professionals Planning Conference

A Continuing Education Seminar for Professional Advisors

Wednesday, December 5, 2018

Registration:  7:45 to 8:30 a.m. | Presentation:  8:30 to 11:45 a.m.

Hilton Memphis, 939 Ridge Lake Blvd.

Estate Planning After the Tax Cuts and Jobs Act of 2017

Featuring:  Jeremiah W. Doyle, IV, Esq., Senior Vice President, BNY Mellon Wealth Management
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. 

Sponsored by

Presented by Allied Professionals organizations:
Community Foundation of Greater Memphis
Estate Planning Council of Memphis
Financial Planning Association of Greater Memphis
Planned Giving Council of Greater Memphis

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  

Registration fee for nonmembers is $150 through Friday, November 30. Registration fee after November 30 is $200. 

Advance registration recommended.

Continuing Legal/ Professional Education

Sponsors will apply for 3.00 CLE (TN, AR, & MS); CPE Credit: 3.5: 1.0 0 Taxes and 2.50 Specialized Knowledge;  CFP 3.50; CTFA 3.75; CEU; and Tennessee Department of Commerce and Insurance and Mississippi Insurance Dept. continuing education credits (applications are pending).

Jeremiah W. Doyle, IV, Esq.

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 and provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer wealth in a tax efficient manner.

Doyle holds both a LL.M in taxation and banking law from Boston University Law School. He is an active member and former president of the Boston Estate Planning Council. He is Editor and co-author of Preparing Fiduciary Income tax Returns; Contributing Author of Preparing Estate Tax Returns; and a teacher in the Graduate Tax Program at Boston University Law School.

Doyle is in the Estate Planning Hall of Fame® and a Distinguished Accredited Estate Planner® of the National Association of Estate Planners and Councils. He has authored and co-authored many books and is quoted in numerous business publications and has appeared as an expert on wealth management issues on CNBC, MSNBC, and CNN.

Seminar Agenda and Learning Objectives

Last year’s changes in the federal tax law have fundamentally changed tax planning strategies. This session examines the current estate planning environment and where estate planning is still needed. It addresses portability, charitable planning, insurance planning, retirement planning, and why income tax planning is more important than estate tax planning. Specific topics addressed include the portability election, maximizing the use of the income tax step-up in basis, flexible drafting, and general powers of appointment.

Delivery method: Group-live; Program level: Intermediate;

Prerequisites: Knowledge of current estate, gift and transfer tax system; Advance Preparation: No advance preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; insurance professionals and trust officers.

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  Registration fee refunds will be provided if you notify the Community Foundation by Monday, December 3.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, please contact our offices at (901) 728-4600.

The Community Foundation of Greater Memphis 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 sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

For more information or to check availability, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell, CPA, CFP® or call him at (901) 722-0027.