ACG NJ Virtual Member Forum Meeting, September 10, 2020

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ACG NJ Virtual Meeting

Event Details

When:

September 10, 2020 10 AM - 11 AM EDT

Where:
Location Name
Virtual - ACG New Jersey
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Overview

Body

Registration is now closed. 

 
VIRTUAL Member Forum Meeting 
 

Selling a Business with No Income Tax
Eliminate the Government as a Silent Partner

 
  • Learn about a special provision in the tax law that allows the tax-free sale of a business.
  • Discover how to leverage this tax-free advantage among family members.
  • Hear about a special provision that allows the tax-free roll-over into a new business.

Hosted by ACG NJ Member: 

Clare McCoy
Senior Director 

BNY Mellon Wealth Management

Presented by:

Jere Doyle
Estate Planning Specialist & Senior Vice President 

BNY Mellon Wealth Management
(see bio below)

  

Speakers

Jere Doyle

Jere Doyle

BNY Mellon Wealth Management
Estate Planning Specialist & Senior Vice President

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.  

Click here to read more and download Jere Doyle's full bio.
Hosted by: ACG
Chapter
New Jersey
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