Trademark: 87247395
Word
PLANNING FROM A TAX-SMART PERSPECTIVE
Status Date
Friday, August 2, 2024
Registration Number
5383541
Registration Date
Tuesday, January 23, 2018
Filing Date
Thursday, November 24, 2016
Published for Opposition
Tuesday, November 7, 2017
Cancellation Date
Friday, August 2, 2024
36 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (Required Minimum Distribution) planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, advanced tax strategies; Financial administration of retirement plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial forecasting; Financial information and evaluations; Financial investment analysis and stock research; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, wealth management services; Investment advisory services; Financial planning and investment advisory services; On-line financial planning services; Strategic financial advisory services
Dec 1, 2016
New Application Office Supplied Data Entered
Feb 20, 2017
Assigned To Examiner
Mar 1, 2017
Letter Of Suspension E-Mailed
Nov 28, 2016
New Application Entered
Mar 1, 2017
Suspension Letter Written
Mar 1, 2017
Notification Of Letter Of Suspension E-Mailed
Sep 20, 2017
Suspension Checked - To Attorney For Action
Sep 27, 2017
Examiners Amendment E-Mailed
Sep 27, 2017
Notification Of Examiners Amendment E-Mailed
Sep 27, 2017
Examiner's Amendment Entered
Sep 27, 2017
Approved For Pub - Principal Register
Aug 31, 2017
Assigned To Examiner
Sep 14, 2017
Assigned To Lie
Sep 27, 2017
Non-Final Action Written
Sep 27, 2017
Non-Final Action E-Mailed
Sep 27, 2017
Notification Of Non-Final Action E-Mailed
Sep 27, 2017
Examiners Amendment -Written
Oct 18, 2017
Notification Of Notice Of Publication E-Mailed
Nov 7, 2017
Official Gazette Publication Confirmation E-Mailed
Jan 23, 2018
Registered-Principal Register
Jan 23, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 2, 2024
Cancelled Sec. 8 (6-Yr)
Nov 7, 2017
Published For Opposition
Trademark Alertz updated from USPTO on 2030-01-24
