| Serial Number | 98273989 |
| Word Mark | THE TWO GENERATION TAX-FREE LEGACY PLAN |
| Filing Date | Thursday, November 16, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, January 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning |
| Goods and Services | Estate planning; Financial planning and investment advisory services |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "TAX-FREE LEGACY PLAN" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 16, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, January 2, 2025 |
| First Use In Commerce Date | Thursday, January 2, 2025 |
| 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 | Thursday, November 16, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 2, 2025 |
| First Use In Commerce Date | Thursday, January 2, 2025 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 16, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, January 2, 2025 |
| First Use In Commerce Date | Thursday, January 2, 2025 |
| Party Name | Advanced Tax Strategies LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Prescott, AZ 86303 |
| Event Date | Event Description |
| Thursday, November 16, 2023 | NEW APPLICATION ENTERED |
| Monday, February 5, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 2, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 2, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 2, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, October 2, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, January 2, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 2, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, January 2, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, January 2, 2025 | USE AMENDMENT FILED |
| Saturday, January 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 4, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 6, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, January 6, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 2, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, June 22, 2024 | ASSIGNED TO EXAMINER |