Classe 9
Downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance driversdownloadable customized software program, namely, a value added analysis calculator
Classe 16
Printed materials, namely, newsletters, reports, guides and manuals in the field of financial management and analysis directed toward applicant's accounting clients and attendees of applicant's wealth management courses, seminars, conferences, workshops and classes
Classe 16
Printed materials, namely, newsletters, reports, guides and manuals in the field of accounting, auditing, tax, business
Classe 35
Accounting services for businessgeneral financial ledger, namely, bookkeeping and financial statement preparation servicespayroll preparation and financial record-keeping services for othersbusiness assurance services for others, namely, account and business records auditing, accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls to prevent internal accounting fraud, financial statement analysis and accounting advice, and attestation services in the nature of preparing business reports regarding review of financial or business documents, policies or proceduresbusiness succession planning servicestax planning and tax compliance services, namely, management of tax filescorporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planningforensic accounting servicesbusiness management consulting servicesbusiness planning servicesgeneral business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planninginternational services, namely, account auditing and accounting bookkeeping services, tax planning and tax compliancetax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consultingconsulting services, namely, business consultation services in the field of E-Businessesexecutive search servicesoutsourcing servicesfinancial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive servicesproviding customized accounting solutions, namely, providing temporary personnel for assistance and project managementvendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risks
Classe 36
Financial investment services, namely, asset management servicesfinancial management and investment consulting and advice regarding employee financial benefitsestate planning servicesfinancial planning servicesinsurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning and non-qualified deferred compensation plan planningretirement planning services, namely, financial planning for retirementfinancial forecasting in the field of cash flowinternational corporate financial planning servicesfinancial valuation of personal property, namely, estate valuationbusiness and property valuation services in the field of bankruptcyvaluation services, namely, business and personal property valuationsreal estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisalfinancial risk management servicesfinancial consulting services, namely, providing a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance driversdesign and audits of employee benefit plans concerning insurance and financial servicesinsurance consultation
Classe 41
Training in the use and operation of computer hardware and softwareeducation services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management, consulting, business, financial management and analysis, namely, wealth advisory and management, information technology and online business activities and operations and, developing and distributing educational materials in connection therewith
Classe 42
Consulting services regarding accounting software selection, and implementation of accounting softwaretechnology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networksconsulting services in the field of design, selection, implementation and use of computer hardware and software systems for othersconsultation regarding business software and computer networksinstallation of computer softwarecomputer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenanceproviding temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance driversmanaged service provider (MSP) services, namely, remote management of IT systems of others
Classe 45
Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigationslitigation support services
