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BEPC Webinar: New Section 67(g) – Form 1041 Trust Deduction Rules Post TCJA of 2017
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When: Wednesday, July 29, 2020
From 2:00 PM - 3:00 PM
Where: VIRTUAL | GoToWebinar
Contact: Michaela Sawicki
(978) 364-5170

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BEPC Webinar: New Section 67(g) – Form 1041 Trust Deduction Rules Post TCJA of 2017

Join us from 2:00 - 3:00 PM ET on July 29, 2020

Presented by Jeremiah W. Doyle, IV, Esq., with BNY Mellon Wealth Management

Confusion reigns over expenses of an estate or trust are deductible for income tax purposes. This program will review the enactment of the Section 67(a) 2% floor and Section 67(g) disallowance of miscellaneous itemized deductions for the years 2018 through 2025. Included will be a discussion of the final Section 67(e) regulations, Notice 2018-61 along with the proposed 67(g) regulations released on May 7, 2020, including the changes the new proposed regulations make to the rules for excess deductions during 2018 through 2025. Finally, the program will include examples of how a simple trust may now have taxable income as a result of changes made by the TCJA of 2017.



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


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. 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), 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 the 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 and 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.  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 served as president of the Boston Estate Planning Council and formerly served as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council.



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1. Register via the event website.

2. Follow the link provided in the email confirmation to register on the GoToWebinar platform.


Your registration is incomplete until you register via GoToWebinar. Once you register via GoToWebinar, you will receive a final confirmation email with the details on connecting to the live presentation on July 29, 2020 from 2:00 - 3:00 PM ET. Please reach out to with any questions. 

Category of Track:  Tax
Level of Track: Technical

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BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

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BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board for CE credit.