U.S. federal trademark · Serial No. 97669509 · Reg. No. 7242082
providing online nondownloadable software for developing personalized wealth and tax strategies, developing action items for implementing the tax and wealth strategies, tracking progress of implementation of the tax and wealth strategies, storing documents used in implementing the tax and wealth strategies, calculating cash flow, savings, investment, time and rate of return needed to achieve the tax and wealth strategies, providing access to and tracking courses for developing personalized wealth and tax strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.