Donald Kelley

Donald
H.
Kelley
Attorney,
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
Internet Calculators for Estate Planners
Donald H. Kelley provides a comprehensive list of internet calculators relevant to estate planning professionals.
Online Resources for Portability Planning and Filing
Donald H. Kelley offers a primer on the various portability planning resources available around the Internet.
Tech Review: SunGard’s WealthStation CompAct
WealthStation CompAct is a stand-alone, comprehensive financial planning tool that allows you to generate financial plans quickly and interactively.
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
DonorPerfect
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
Bigfoot
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
eLegacyConnect
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
Industry Newsletters
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