THE TAX EXERCISE Trademark
Trademark Overview
On Friday, March 13, 2026, a trademark application was filed for THE TAX EXERCISE with the United States Patent and Trademark Office. The USPTO has given the THE TAX EXERCISE trademark a serial number of 99701303. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Wednesday, July 15, 2026. This trademark is owned by The Silbernagel Group, Inc.. The THE TAX EXERCISE trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial consultancy; Financial analysis; Financial consultation; Financial advice; Financial consulting; Financial management; Financial information; Financial planning consultation; Financial asset management; Financial consultancy services; Financial planning for retirement
General Information
| Serial Number | 99701303 |
| Word Mark | THE TAX EXERCISE |
| Filing Date | Friday, March 13, 2026 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Wednesday, July 15, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial planning; Financial consultancy; Financial analysis; Financial consultation; Financial advice; Financial consulting; Financial management; Financial information; Financial planning consultation; Financial asset management; Financial consultancy services; Financial planning for retirement |
| Description of Mark | The mark consists of The Tax Exercise describes three exercise moves that represent tax saving strategies. A push (delaying taxes), a squat (reducing taxes), and a cross-arm stretch (eliminating taxes). "Doing the tax exercise" represents looking over tax saving strategies in these three categories in order to make a financial plan for the client's situation. |
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 | Friday, March 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 8, 2025 |
| First Use In Commerce Date | Friday, August 8, 2025 |
Trademark Owner History
| Party Name | The Silbernagel Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Kewaskum, WI 53040
US |
Trademark Events
| Event Date | Event Description |
| Friday, March 13, 2026 | NEW APPLICATION ENTERED |
| Friday, March 13, 2026 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 14, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 14, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 15, 2026 | ASSIGNED TO EXAMINER |
