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 - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 13, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 13, 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 |
