TAX-SMART 2ND OPINION Trademark

Trademark Overview

On Monday, November 14, 2016, a trademark application was filed for TAX-SMART 2ND OPINION with the United States Patent and Trademark Office. The USPTO has given the TAX-SMART 2ND OPINION trademark a serial number of 87236542. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, January 2, 2019. This trademark is owned by Paragon Tax Advisory Services, LLC. The TAX-SMART 2ND OPINION trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, Advanced tax strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (required minimum distribution) Planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, tax focused income planning; Financial planning, namely, tax assessment in combination with advisory services; Financial planning, namely, tax based wealth advisory services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses;...
tax-smart 2nd opinion

General Information

Serial Number87236542
Word MarkTAX-SMART 2ND OPINION
Filing DateMonday, November 14, 2016
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateWednesday, January 2, 2019
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, Advanced tax strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (required minimum distribution) Planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, tax focused income planning; Financial planning, namely, tax assessment in combination with advisory services; Financial planning, namely, tax based wealth advisory services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Strategic financial advisory services
Pseudo MarkTAX-SMART SECOND OPINION

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 21, 2016
Primary Code036
First Use Anywhere DateThursday, January 1, 2009
First Use In Commerce DateThursday, January 1, 2009

Trademark Owner History

Party NameParagon Tax Advisory Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHot Springs, AR 71913

Trademark Events

Event DateEvent Description
Wednesday, January 2, 2019ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Wednesday, January 2, 2019ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, June 5, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, June 5, 2018FINAL REFUSAL E-MAILED
Tuesday, June 5, 2018FINAL REFUSAL WRITTEN
Tuesday, May 8, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 7, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 7, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 7, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 7, 2017NON-FINAL ACTION E-MAILED
Tuesday, November 7, 2017NON-FINAL ACTION WRITTEN
Wednesday, September 20, 2017LIE CHECKED SUSP - TO ATTY FOR ACTION
Thursday, September 14, 2017ASSIGNED TO LIE
Thursday, August 31, 2017ASSIGNED TO EXAMINER
Wednesday, March 1, 2017NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, March 1, 2017LETTER OF SUSPENSION E-MAILED
Wednesday, March 1, 2017SUSPENSION LETTER WRITTEN
Monday, February 20, 2017ASSIGNED TO EXAMINER
Tuesday, November 22, 2016NOTICE OF PSEUDO MARK E-MAILED
Monday, November 21, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, November 17, 2016NEW APPLICATION ENTERED IN TRAM

Related Keywords

opinion smart financial planning namely services advisory advice strategies wealth retirement focused