HOFFMAN

Owners

Goods & Services

Providing on-line non-downloadable software for managing and monitoring financial, tax, estate plan, and insurance accounts, transactions, and documents and for communications and document exchange relating to same; Providing a website featuring online, non-downloadable software enabling users to manage and monitor financial, tax, estate plan, and insurance accounts, transactions, and documents and for communications and document exchange relating to same

Providing online videos, not downloadable, in the fields of finance, tax, estate planning, and insurance; Entertainment services, namely, providing ongoing television shows in the fields of finance, tax, estate planning, and insurance; Online publications, namely, blogs and newsletters in the fields of finance, tax, estate planning, and insurance; Education and entertainment services, namely, providing podcasts and ongoing radio shows in the field of finance, tax, estate planning, and insurance;

Financial analysis; Financial information; Insurance information; Estate planning; Insurance brokerage; Insurance advisory services; Financial advisory services; Investment advisory services

Tax consultation; Tax advisory services; Providing tax information