Donald Kelley

Kelley, Scritsmier & Byrne, P.C.

Donald H. Kelley is of counsel to the law firm of Kelley, Scritsmier & Byrne, P.C. In North Platte, Neb.  He selects and reviews new technologies relevant to wealthmanagement professionals.

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Articles by Donald Kelley
Online Resources for Income Tax Planning as Part of Estate Planning
Donald H. Kelley offers a comprehensive guide to easily-accessible income tax resources around the Internet.
Decouple Cruncher
Donald H. Kelley reviews Decouple Cruncher, a robust state estate tax calculator
Donald H. Kelley reviews DonorPerfect, a platform designed to assist charitable organizations in accumulating, entering and managing donor data and creating useful reports for targeted fund raising and volunteer efforts.
T&E Software and Cloud Resources
Donald H. Kelley describes some of the myriad resources available online for estate planners
State Estate Taxes Post-ATRA
Donald H. Kelley gives an overview of recent developments in this area and suggests some internet resources to aid your practice
Advisor’s Ally
Donald H. Kelley reviews Advisor's Ally, a software for easily keeping track of client data
Estate Planning for Pets
Donald H. Kelley offers a primer on the numerous internet resources available to assist in planning for your clients' pets
Planning for Farm Operators and Investors in 2013 1
Donald H. Kelley offers some guidance on the myriad resources available on the internet to assist in planning for farm operators and investors
Denver Tax Software
Donald H. Kelley reviews the various tax- and retirement-planning programs offered by Denver Tax Software
Donald H. Kelley reviews Bigfoot Investments, an online investment management system designed to provide financial advisors with the necessary information to build portfolios and manage risk dispassionately
Donald H. Kelley reviews eLegacyConnect, a comprehensive guide to estate planning and succession for your agricultural clients.
Internet Services for T&E Practitioners
Donald H. Kelley offers a comprehensive list of useful practice aids for T&E profesionals from around the web
Estate Planning Strategies After ATRA 2012
Donald H. Kelley has scoured the internet for the most interesting recent estate-planning articles dealing with ATRA. Here's what he found.
Donald H. Kelley reviews Veralytic, a service that provides tools for the evaluation and administration of life insurance policies
The ACTEC Wealth Advisor App
Donald H. Kelley reviews the new ACTEC Wealth Advisor App, an iPad app that provides resources and tools for wealth-management professionals
Industry Newsletters

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