U.S. federal trademark · Serial No. 98767851 · Reg. No. 7848599
Assisting financial institutions in making proper withholding tax elections to their depository, custodian, withholding agent, or another financial institution for income events, namely, tax advisory services
Providing a web-based online non-downloadable computer software platform for enabling users to monitor income events in the nature of dividend payments and interest payments, to identify tax and election opportunities on those events, and to support those elections through a customized software interface
Assisting financial institutions in making proper withholding tax elections to their depository, custodian, withholding agent, or another financial institution for income events, namely, tax payment processing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.