Members Only Study Group: How the 3.8% Surtax on Net Investment Income affects Estates and Trusts

Oct 16, 2014 02:00pm -
Oct 16, 2014 03:00pm

Event Description


How the 3.8% Surtax on Net Investment Income Affects Estates and Trusts 

October 16, 2014 at 2pm EST


  The AAA-CPA is currently seeking moderators for future programs. If interested, please email



Presented by: Jere Doyle, IV


This study group session will explore the application of the 3.8% surtax to trusts and estates and the planning ideas to avoid or minimize the tax. The discussion will included grantor and non-grantor trusts, charitable remainder trusts, qualified subchapter S trusts, electing small business trusts. Also covered will be the reporting requirements and actual case studies complete with calculations.

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. 

Registration Fee


CPE/CLE Credit: $15.00

Non CPE/CLE Credit: FREE


*Registration for study groups is available online under the Calendar of Events. Registration for each program closes 1 day prior at Noon eastern. Dial-in number are sent once registration is received. 


** Study Groups are ONLY complimentary by pre-registering and participating on the day of the program. If you miss a study group the day of the program you may purchase from our online store.



AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAsis 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 brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction. 

CLE varies by state. Though we are accredited for CLE in both TX and PA they will not accept study groups for credit. We are currently working on arranging for provider status for these programs through those states. If you require CLE in a specific state, please send a request to and we will do our best to arrange for CLE credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee.


Event Type:Study Group
Category:Study Group
Early registration ends on Aug 31, 2014.
Regular registration starts on Sep 01, 2014 and ends on Oct 14, 2014.
Late registration starts on Oct 15, 2014.
(GMT-05:00) Eastern Time (US & Canada)