Instructors Directory > BNY Mellon Wealth Management
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BNY Mellon Wealth Management
(617) 420-7328

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
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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
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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
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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     
TRUSTS AND ESTATES: TIME FOR YOUR 2021 UPDATES
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Recorded Date February 5, 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 Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent     
DIVORCE TAX ISSUES THAT PRACTITIONERS SHOULD KNOW
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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
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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