GLASS JACOBSON

Owners

Goods & Services

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans, Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products, Financial services, namely, wealth management services

[ Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business information and accounting advisory services; Business management and consulting services for the health care industry, namely, customer service, accounting services, and web-based advertising and marketing services; Consulting and information concerning accounting; Cost accounting; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Preparation of reports relating to finance and investments; Income tax consultation; Income tax preparation; Management of tax files; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; tax preparation; Forensic accounting services ]