TAX BENEFIT HARVESTING Trademark
Trademark Overview
On Sunday, August 4, 2024, a trademark application was filed for TAX BENEFIT HARVESTING with the United States Patent and Trademark Office. The USPTO has given the TAX BENEFIT HARVESTING trademark a serial number of 98681737. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 15, 2025. This trademark is owned by DCA Family Office, LLC. The TAX BENEFIT HARVESTING trademark is filed in the Insurance & Financial Services category with the following description:
Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of ...
General Information
| Serial Number | 98681737 |
| Word Mark | TAX BENEFIT HARVESTING |
| Filing Date | Sunday, August 4, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 15, 2025 |
| 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, April 15, 2025 |
Trademark Statements
| Goods and Services | Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Hedge fund investment services; Management of a capital investment fund; Private equity fund investment services; Providing information regarding financial investment strategies; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services |
| NOT AVAILABLE | "TAX BENEFIT" |
Classification Information
| 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 | Sunday, August 4, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | DCA Family Office, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Roseville, CA 95661 |
| Party Name | DCA Family Office, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Roseville, CA 95661 |
Trademark Events
| Event Date | Event Description |
| Sunday, August 4, 2024 | NEW APPLICATION ENTERED |
| Sunday, August 4, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, December 29, 2024 | ASSIGNED TO EXAMINER |
| Thursday, March 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 13, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, January 13, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, March 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 21, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 9, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 15, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 15, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
