Trademark: 86721261
Status Date
Tuesday, July 18, 2023
Registration Number
5126771
Registration Date
Tuesday, January 24, 2017
Filing Date
Tuesday, August 11, 2015
Published for Opposition
Tuesday, November 8, 2016
41 Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, information technology and online business activities and operations and developing and distributing educational materials in connection therewith
9 Downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; downloadable customized software program, namely, a value added analysis calculator
16 Printed materials, namely, newsletters, reports, guides and manuals in the field of accounting, auditing, tax, business, financial management and analysis
37 Installation of computer hardware and computer systems
36 Financial services, namely, asset management services; administration, consulting and investment consulting and advice in the field of employee financial benefit plans; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, valuation of intellectual property and intangible assets, business financial valuations, tax valuations, estate valuations, health care valuations, shareholder valuations, and securities valuations, and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, namely, providing a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; business consultancy in the fields of design, administration and audits of employee benefit plans concerning insurance and financial services
35 Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information and computer databases for financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E- Businesses; insurance consultation; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; providing customized accounting solutions, namely, providing personnel for temporary assistance and project management
45 Providing fraud investigation services in the field of accounting, auditing, tax and business management; expert witness services in legal matters in the fields of accounting, auditing, tax and business management and investigations of financial documents, identifying assets, tracking and tracing of funds between accounts; litigation support services, namely, legal discovery and pre-trial analysis of documents, data and files and expert witness services in legal matters in the fields of litigation and forensic investigations
42 Consulting services regarding accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; consultation regarding business software and computer networks; installation of computer software; litigation support services; providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) services, namely, remote management of IT systems
Feb 21, 2024
Teas Withdrawal Of Attorney Received-Firm Retains
Feb 21, 2024
Teas Change Of Correspondence Received
Feb 21, 2024
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 21, 2024
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 18, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jul 18, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jul 18, 2023
Case Assigned To Post Registration Paralegal
Jan 23, 2023
Teas Section 8 & 15 Received
Jul 27, 2022
Automatic Update Of Assignment Of Ownership
May 20, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
May 20, 2022
Teas Change Of Correspondence Received
May 20, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
May 20, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 20, 2022
Teas Change Of Owner Address Received
Jan 24, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 5, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Nov 5, 2021
Teas Change Of Correspondence Received
Nov 5, 2021
Teas Withdrawal Of Attorney Received-Firm Retains
Nov 5, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 5, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 5, 2021
Teas Change Of Owner Address Received
Jan 24, 2017
Registered-Principal Register
Nov 8, 2016
Official Gazette Publication Confirmation E-Mailed
Nov 8, 2016
Published For Opposition
Oct 19, 2016
Notification Of Notice Of Publication E-Mailed
Oct 5, 2016
Law Office Publication Review Completed
Oct 2, 2016
Approved For Pub - Principal Register
Sep 30, 2016
Teas/Email Correspondence Entered
Sep 29, 2016
Correspondence Received In Law Office
Sep 29, 2016
Teas Response To Office Action Received
Jun 23, 2016
Notification Of Non-Final Action E-Mailed
Jun 23, 2016
Non-Final Action E-Mailed
Jun 23, 2016
Non-Final Action Written
Jun 7, 2016
Teas/Email Correspondence Entered
Jun 7, 2016
Correspondence Received In Law Office
Jun 3, 2016
Assigned To Lie
May 23, 2016
Teas Response To Office Action Received
Nov 24, 2015
Notification Of Non-Final Action E-Mailed
Nov 24, 2015
Non-Final Action E-Mailed
Nov 24, 2015
Non-Final Action Written
Nov 23, 2015
Assigned To Examiner
Aug 15, 2015
Notice Of Pseudo Mark E-Mailed
Aug 14, 2015
New Application Office Supplied Data Entered
Aug 14, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
