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 NON-FINAL ACTION - MAILED as of Monday, January 13, 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 ...
tax benefit harvesting

General Information


Serial Number98681737
Word MarkTAX BENEFIT HARVESTING
Filing DateSunday, August 4, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, January 13, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, August 4, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameDCA Family Office, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRoseville, CA 95661

Trademark Events


Event DateEvent Description
Sunday, August 4, 2024NEW APPLICATION ENTERED
Sunday, August 4, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, December 29, 2024ASSIGNED TO EXAMINER
Monday, January 13, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 13, 2025NON-FINAL ACTION WRITTEN
Monday, January 13, 2025NON-FINAL ACTION E-MAILED