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 Thursday, March 19, 2026. 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 DateThursday, March 19, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 15, 2025

Trademark Statements


NOT AVAILABLE"TAX BENEFIT"
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 DateTuesday, February 3, 2026
First Use In Commerce DateTuesday, February 3, 2026

Trademark Owner History


Party NameDCA Family Office, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRoseville, CA 95661
US

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

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, 2025NON-FINAL ACTION WRITTEN
Monday, January 13, 2025NON-FINAL ACTION E-MAILED
Monday, January 13, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 20, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 20, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 21, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 9, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 15, 2025PUBLISHED FOR OPPOSITION
Tuesday, April 15, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 10, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, September 17, 2025SOU TEAS EXTENSION RECEIVED
Wednesday, September 17, 2025SOU EXTENSION 1 FILED
Thursday, September 18, 2025SOU EXTENSION 1 GRANTED
Thursday, September 18, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, February 19, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 19, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 19, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 5, 2026NOTICE OF ALLOWANCE CANCELLED
Thursday, March 5, 2026CASE RETURNED TO EXAMINATION
Friday, March 6, 2026PREVIOUS ALLOWANCE COUNT WITHDRAWN
Monday, March 9, 2026NON-FINAL ACTION WRITTEN
Monday, March 9, 2026NON-FINAL ACTION E-MAILED
Monday, March 9, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 17, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 17, 2026TEAS AMENDMENT OF USE RECEIVED
Tuesday, March 17, 2026USE AMENDMENT FILED
Tuesday, March 17, 2026AMENDMENT TO USE PROCESSING COMPLETE
Thursday, March 19, 2026NON-FINAL ACTION WRITTEN
Thursday, March 19, 2026NON-FINAL ACTION E-MAILED
Thursday, March 19, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 19, 2026USE AMENDMENT ACCEPTED