| Serial Number | 97421785 |
| Word Mark | IT TAKES BALANCE |
| Filing Date | Friday, May 20, 2022 |
| Status | 814 - SU - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, November 8, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 1, 2023 |
| Goods and Services | Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, information technology and online business activities and operations and, developing and distributing educational materials in connection therewith |
| Goods and Services | 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 drivers ; downloadable customized software program, namely, a value added analysis calculator |
| Goods and Services | Printed materials, namely, newsletters, reports, guides and manuals in the field of accounting, auditing, tax, business, financial management and analysis |
| Goods and Services | Financial investment services, namely, asset management services; administration, consulting and investment consulting and advice regarding employee financial benefits; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial 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 drivers; design, administration and audits of employee benefit plans concerning insurance and financial services; insurance consultation |
| Goods and Services | Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; business 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 procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and tax compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E- Businesses; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; providing customized accounting solutions, namely, providing temporary personnel for assistance and project management; vendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risks |
| Goods and Services | Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigations; litigation support services |
| Goods and Services | Consulting services regarding accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; consultation regarding business software and computer networks; installation of computer software; computer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenance; providing 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 drivers; managed service provider (MSP) services, namely, remote management of IT systems of others |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 26, 2022 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, May 25, 2021 |
| First Use In Commerce Date | Tuesday, May 25, 2021 |
| Party Name | CLA Trademarks Holding Company LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Minneapolis, MN 55402-1926 |
| Party Name | CLA Trademarks Holding Company LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Minneapolis, MN 554021926 |
| Event Date | Event Description |
| Tuesday, May 24, 2022 | NEW APPLICATION ENTERED |
| Thursday, May 26, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 9, 2023 | ASSIGNED TO EXAMINER |
| Friday, March 10, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, March 10, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, March 10, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 6, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 6, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 6, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 28, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 12, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 1, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 1, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 26, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, February 21, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 21, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 21, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 21, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, March 25, 2024 | USE AMENDMENT FILED |
| Monday, March 25, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, April 13, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 15, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, May 20, 2024 | SU - NON-FINAL ACTION - WRITTEN |
| Monday, May 20, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, May 20, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 20, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, August 20, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, August 23, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 8, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 8, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 8, 2024 | ASSIGNED TO LIE |