36 Providing analysis and calculation of tax payments; consultation, advisory, and analysis services with regard to tax payment management for personal investments; online, real-time tax payment financial management and tax payment financial analysis services; financial services, namely, coordination, within a single account, of a personal investment portfolio's tax management needs; payment processing services and accounts payable automation, namely, streamlining data feed integration in the field of tax liabilities; financial portfolio management by providing custom models and custom model allocations and portfolios using these models for minimizing costs, decreasing tax liability and decreasing volatility; tax withholding agent services in the nature of holding funds for others in trust in anticipation of tax liability; financial planning, namely, creating personalized strategies for achieving financial goals and minimizing income and estate tax liabilities
Trademark: 98200612
