electronic publications, namely electronic documents, podcasts, and blogs relating to business and accounting, namely accounting, audit, taxation, fin Read More

Classification Information

Class [009]
Electronic publications, namely electronic documents, podcasts, and blogs relating to business and accounting, namely accounting, audit, taxation, financial planning, business planning and management, estate planning, trusts, family offices, investment advice, business planning, reorganization, consumer insolvency and bankruptcy, corporate restructuring and insolvency, business turnaround management, mergers and acquisitions, corporate finance, valuations, forensic accounting and litigation support, and Internet and social media

Classification kind code

Class [016]
Publications, namely newsletters, articles, case studies, white papers, bulletins, books, and technical articles relating to business and accounting, namely accounting, audit, taxation, financial planning, business planning and management, estate planning, trusts, family offices, investment advice, business planning, reorganization, consumer insolvency and bankruptcy, corporate restructuring and insolvency, business turnaround management, mergers and acquisitions, corporate finance, valuations, forensic accounting and litigation support, and Internet and social media

Classification kind code

Class [035]
Outsourcing business services, namely providing external finance department services, staffing financial officer positions, and administrative services relating to bookkeeping, payroll, cash flow projections and management, management reports, and start-up assistance; Business and personal wealth valuation services providing assessments of corporate mergers, acquisitions, sales of businesses and assets, shareholder disputes, shareholder buyouts, valuations of individuals' businesses and stock options, income for family support claims, funds tracing, shareholder loan assessments, taxes, and foreign exchange issues; Income tax, estate, and succession planning valuations of corporate reorganizations, shareholder estate planning, and deemed dispositions; Financial expert services in litigation support, providing experts' evidence, evaluations of witnesses, testimonies, and financial reports, and strategies for examinations and cross-examinations for hearings and trials; Forensic accounting and litigation services providing forensic investigations for misappropriation of assets, funds, asset tracing, source analysis, and use of funds analysis, financial damages reports, expert testimony, and reports for courts; Fraud investigations relating to broker fraud, broker negligence, misappropriation of funds and assets, assessments of mismanagement of funds and assets, and damages assessments; Estate and trust evaluations providing assessments of damages for investments, frauds, misappropriation of funds, and business valuations; Shareholder dispute valuations providing shareholder valuations; Expert support for litigation providing financial assessments and investigations relating to contracts, breaches of fiduciary duties, and financial damage quantifications; Corporate consultation services providing financial and structural assessments for corporate mergers, acquisitions, sales of businesses and assets, divestitures, and financing; Corporate and individual consultation services for insolvencies providing business assessments, restructuring advice, financial advice, receivership services, debt consolidations, and bankruptcy advice; Family office financial services providing investment assessments and strategies, investment and asset portfolio reviews, risk management advice, performance metrics and analysis, tax advice, insurance advice, estate advice, philanthropic deployment advice, wealth transfer advice, family governance advice, family decision making and continuity planning, and administrative services relating to management, tracking, reporting, and budgeting and accounting for family finances; Business operations consulting services providing strategic planning assessments, operational analysis, process improvement consulting in finance, sales and marketing, operations, human resources and organizational governance, human resources management services, organizational effectiveness assessments, supply chain management advice, customer relationship studies, and general business advice

Classification kind code

Class [036]
Financial assurance services providing financial statement preparation services, external audit services, reviewing audit engagements, and preparation of audited and non-audited financial statements, notices to readers, and special audit reports; Tax advice and preparation services for corporations and individuals, providing federal and provincial tax planning, federal and provincial tax return preparation and review, tax and financial planning, estate, family trust, and succession planning, commodity tax advice, tax legislation analysis, facilitation of communication with tax authorities, and business registrations; Cross-border tax assessment services for US federal, US state, and other foreign state matters for corporations and individuals, providing income tax compliance assessments, sales tax advice, international tax treaty reviews, state nexus jurisdictional reviews, cross border tax business entity structuring, payroll and employment tax optimization, estate tax planning, taxpayer advocacy, and representations before foreign and Canadian government tax agencies

Classification kind code

Class [041]
Internet broadcasts of webinars, podcasts, and blogs relating to business and accounting, namely accounting, audit, taxation, financial planning, business planning and management, estate planning, trusts, family offices, investment advice, business planning, reorganization, consumer insolvency and bankruptcy, corporate restructuring and insolvency, business turnaround management, mergers and acquisitions, corporate finance, valuations, forensic accounting and litigation support, and Internet and social media; In-person and on-line educational sessions relating to business and accounting namely accounting, audit, taxation, financial planning, business planning and management, estate planning, trusts, family offices, investment advisory, business planning, reorganization, consumer insolvency and bankruptcy, corporate restructuring and insolvency, business turnaround management, mergers and acquisitions, corporate finance, valuations, forensic accounting and litigation support, and Internet and social media

Classification kind code

Class [042]
Internet and online consulting services providing platform, information and deployment transformation advice, communication strategy reviews, cloud-based implementations, mobile application strategies and designs, organizational change management, and vendor management; Business operations consulting services, namely providing strategic advice on technologies; Outsourcing business services, namely providing external Chief Information Officer (CIO) and Chief Technology Officer (CTO) services

Classification kind code

Mark Details

Serial Number

2091419

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 22 on 29^th Oct 2024	Search Recorded
Submitted for opposition 20 on 29^th Oct 2024	Examiner's First Report
Submitted for opposition 287 on 29^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 11^th Mar 2021	Filed
Submitted for opposition 1 on 11^th Mar 2021	Created
Submitted for opposition 31 on 11^th Mar 2021	Formalized