Jean McDevitt Bullens, JD, EA, CFP


Jean McDevitt Bullens headshot

No two clients are the same. Each one presents an opportunity to develop strategies unique to their situation, which makes every day different. The relationships, the variety, and the challenge are what makes this work worth doing.

Jean joined Baker Newman Noyes in 2001. She is a Principal in  BNN’s Tax Division specializing in income tax planning and compliance for individuals, trusts and estates. She also has expertise in gift and estate tax compliance, and personal financial planning including charitable giving, education funding and retirement planning. In addition to serving clients, Jean is also a member of the BNN Women’s Committee.

Jean earned a Bachelor of Arts degree from Tufts University, and a J.D., cum laude, from the University of Maine School of Law.

Three Things You Don’t Know About Me:

  • I love spending time outdoors, in particular kayaking, snowshoeing, and hiking.
  • I hiked Bryce and Zion, including Angel’s Landing, in 2015.
  • My mid and long term goals include exploring parts of the Camino de Santiago.

Articles by Jean

Charitable Giving Opportunities are Expanded under the CARES Act Temporary Waiver of Required Minimum Distribution Rules Tax Reporting of Fees to Personal Representatives and Trustees Making the Most of Your Charitable Gifts Changes to Federal Estate Tax Reporting Maine Estate Tax Law Change Taxpayers, Start Your Engines! Fifty Nifty United States: State Income Taxation of Trusts Alerting Clients to the Income Tax Implications of a Grantor Trust Active Tax Planning Makes for Satisfied Clients Optimizing the Timing of Tuition Payments for the Education Credit When the IRS Comes Calling – Or Is It Really a Scam? IRS Clarifies: Deductibility of Administration Expenses for Estates and Non-Grantor Trust TCJA Impact on Post Term QPRT Planning Tax Planning For Individuals After The Tax Cuts and Jobs Act The Estate Tax Portability Triple Mulligan Are Strings Attached to that Purse? How to Know if a Gift is Taxable (or Reportable!) Should I Document Gifts That Are Below The Annual Gift Tax Exclusion Amount? Fifty Nifty United States: State Income Taxation of Trusts Trust and Estate Expenses: Deductibility Under Final Treasury Regulations 2013 Year in Review: DOMA Ruling Changes Taxation Landscape 3.8% “Medicare Surtax” Encourages Us to Revisit an Old Friend – The 65-Day Rule Tax Laws Passed at the End of 2019 – Not All are 20/20 Treasury Department Issues Highly Anticipated Proposals Limiting Valuation Discounts 2013 Year End Tax Planning Considerations

Business Activities:

Member, Past President &  Past Board Member, Maine Estate Planning Council

Member, Boston Estate Planning Council

Member, National Association of Enrolled Agents

Member, Maine State Bar

Member, American Bar Association

Volunteer/Service Activities:

Past Board Member &  Treasurer, Hardy Girls Healthy Women

Past Board Member, Big Brothers/Big Sisters of Southern Maine

Class of 2014-2015, Lift360 Leadership Intensive Program

Member, Cumberland County YMCA Heritage Club Committee