OPTIMAL TAX ASSET MANAGEMENT

Owner

Goods & Services

Downloadable software for calculating and generating reports showing capital gains tax savings achieved through the use of exchange-traded funds; downloadable documents, namely, customizable reports in the field of capital gains tax savings analysis for investment portfolios, provided via a website

Investment advisory and sub-advisory services in the fields of exchange-traded funds, exchange-traded fund investment, exchange-traded fund development, exchange-traded fund planning, exchange-traded fund management, and establishing exchange-traded funds for others; providing on-line financial calculators for calculating capital gains tax savings achieved through the use of exchange-traded funds; providing financial information, namely, information regarding capital gains tax savings achieved through the use of exchange-traded funds

Providing a website featuring technology that enables users to calculate and generate customized reports showing capital gains tax savings achieved through the use of exchange-traded funds