U.S. federal trademark · Serial No. 86362812 · Reg. No. 4798192
Computer software for accessing information directories that may be downloaded from the global computer network in the field of retirement and estate planning; Computer software for use in customer relationship management (CRM) in the field of retirement and estate planning; Computer software for prepare presentations for retirement and estate planning; Computer software for retirement and estate planning presentations that may be downloaded from a global computer network; Computer software platforms for retirement and estate planning; Downloadable computer software for presentations on retirement and estate planning; Downloadable software for presentations on retirement and estate planning; Integrated suite of global tax management software; Spreadsheet software for retirement and estate planning; Tax management data collection software; Tax management software
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.