Software as a service (SAAS) services featuring software for providing customized loan profitability analysis by utilizing fees, credit risk and interest rate risk, preparing reports, and managing customer relationships, for use by financial lenders and institutions
"FREIGHT NETWORK"; Software as a service (SAAS) services featuring software for analyzing, comparing, monitoring, compiling and evaluating data, pricing estimates, organizational strategies, key performance indicators, operational sustainability, profitability, benchmarking against market data, fleet sizing and generating reports for the forgoing in the field of transportation
"SALT"; Platform as a service (PAAS) featuring computer software platforms for generating local, sales and use tax estimates, for calculating construction and real estate project tax liability, and for creating financial reports; Platform as a service (PAAS) featuring computer software platforms for connecting with tax advisors regarding tax liability and tax estimates, accessing tax resources and guidance regarding local tax rules
"SALT" and "ESSENTIALS"; Platform as a service (PAAS) featuring computer software platforms for performing state and local tax research, viewing and generating sales and use tax rates and researching license costs; Platform as a service (PAAS) featuring computer software platforms for businesses to view, access and research tax rates, data, resources, and statutes pertaining to state and local taxes in a centralized web-based software application
Providing educational services offered through classes, seminars, non-downloadable webinars, conferences, workshops, online non-downloadable videos in the fields of banking, accounting, financial regulations and compliance, financial operational procedures, financial marketplace trends and latest technologies in the financial services industry; Educational services, namely providing continuing professional education courses in the financial services industry; Instruction provided to professionals in the fields of banking, accounting, financial regulatory compliance, financial risk management, financial operational procedures and financial technologies; Providing online and in-person training to financial professionals in the fields of banking, accounting, financial regulatory compliance, financial operational procedures, financial risk management and financial technologies; Providing online, non-downloadable publications in the nature of newsletters, articles, and manuals in the fields of banking, accounting, financial regulatory compliance, financial risk management, financial operational procedures and financial technologies; Educational services, namely, providing educational speakers to financial services professionals in the field of banking, accounting, financial regulatory compliance, financial risk management, financial operational procedures and financial technologies; "EDUCATION SERVICES"
Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, investment planning, financial portfolio monitoring and management, insurance, estate planning, retirement financial planning, personal financial planning, financial asset management, enterprise financial risk management, financial risk management, debt management, budget planning, educational savings programs, loans, corporate finance and investment advisory services; financial management services for families and individuals; investment advisory services; providing investment advisory and corporate finance information by means of a global computer network; financial loan consultation; financial risk management, namely, identifying, assessing, and reporting on the financial risks relating to information technology investments and information technology financial management practices; financial consulting for family owned businesses; investment banking services; financial consulting and advising in the field of mergers and acquisitions; financial due diligence; financial services, namely, business valuation; financial services, namely, debt and equity restructuring and recapitalization; strategic corporate financial advisory services; Business consultation services in the fields of tax compliance, tax planning, tax preparation, tax provision work, accounting, tax outsourcing, and corporate finance; business management; business management consultancy services; business management analysis; business organization consulting; business management advisory services and consultancy with regard to business planning, business operations, business practices, business organization and business management; business advisory services, consultancy and information; assistance, advisory services and consultancy with regard to business planning and business analysis; business operation consultancy; business administration; bookkeeping services; accounting services; payroll administration and management services; providing office administration and support staff services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; providing certified public accounting services and consulting services in the fields of audit, tax, and accounting outsourcing; tax planning; tax advisory; tax provision preparation, advising, and consulting related to state, local, federal and foreign income tax items, tax return preparation and coordination, namely, management, research, consulting, and filing; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, conducting economic research and analysis for others regarding the attainment of benefits, business interruption and loss determinations; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; professional business consulting services featuring employment hiring, recruiting, staffing and career networking services for management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; accounting services for mergers and acquisitions; negotiating, structuring and concluding business transactions for others, namely, negotiating, structuring and concluding commercial transactions for third parties and commercial contracts for third parties; business consulting services in the field of information assurance; business management consulting with relation to strategy, financing, marketing, and sale of companies; business strategic planning services; business succession planning; management consulting and advisory services in the areas of corporate growth strategy; business risk management; business consulting for family owned businesses; providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of enterprise risk management, namely, business risk management; providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of internal business and financial auditing; business management consulting services relating to organizational change management, organizational learning, organizational potential, and operational sustainability; business data analysis; Providing online non-downloadable software for business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; cloud computing featuring non-downloadable software for use with business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; software as a service (SAAS) services featuring non-downloadable software for business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; providing temporary use of online non-downloadable software for use with business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports
Class 042: Platform as a service (PAAS) featuring a collaborative, cloud-based computer software platform for preparing reports and applications for financial and tax planning purposes; Software as a service (SAAS) services featuring collaborative, cloud-based software for preparing reports and applications for financial and tax planning purposes; Providing online, non-downloadable software for preparing reports and applications for financial and tax planning purposes
Class 035: Professional staffing and recruiting services; administration of referral programs for staffing and recruiting services; providing employers with candidates or potential employees to fill temporary, contract, and permanent positions; providing business management services, namely, management of client's contingent workforce hiring, on-boarding and off-boarding functions; vendor management and monitoring vendor compliance for business purposes for clients in the fields of accounting, finance, technology, risk management, banking, and insurance; Class 042: Platform as a service (PaaS) featuring computer software platforms for professional staffing solutions in the fields of accounting, finance, technology, risk management, banking, and insurance; software as a service (SaaS) featuring computer software for use in matching skill sets and capabilities of workers with project requirements; software as a service (SaaS) services featuring computer software to access and review work opportunities, business and worker profiles, and worker assessments and evaluations; providing temporary use of online non-downloadable software used to define the scope of, schedule, track and fulfill professional service projects; providing a website featuring temporary use of online non- downloadable software enabling users to search and locate workers and work opportunities
Class 035: Professional staffing and recruiting services; administration of referral programs for staffing and recruiting services; providing employers with candidates or potential employees to fill temporary, contract, and permanent positions; providing business management services, namely, management of client's contingent workforce hiring, on-boarding and off-boarding functions; vendor management and monitoring vendor compliance for business purposes for clients in the fields of accounting, finance, technology, risk management, banking, and insurance; Class 042: Platform as a service (PaaS) featuring computer software platforms for professional staffing solutions in the fields of accounting, finance, technology, risk management, banking, and insurance; software as a service (SaaS) featuring computer software for use in matching skill sets and capabilities of workers with project requirements; software as a service (SaaS) services featuring computer software to access and review work opportunities, business and worker profiles, and worker assessments and evaluations; providing temporary use of online non-downloadable software used to define the scope of, schedule, track and fulfill professional service projects; providing a website featuring temporary use of online non- downloadable software enabling users to search and locate workers and work opportunities
Providing online, non-downloadable software for implementing, processing, calculating, and developing accounting standards, data, reports and process frameworks for leases
Providing online, non-downloadable software for measuring, managing, analyzing, comparing and viewing financial data, market data, performance benchmarks, and productivity in the fields of community health centers, post-acute care and higher education
Business consultation services in the fields of tax compliance, tax planning, tax preparation, tax provision work, accounting, tax outsourcing, and corporate finance; Business management; business management consultancy services; business advisory services, consultancy and information; assistance, advisory services and consultancy with regard to business planning and business analysis; Business organization and operation consultancy; business administration; bookkeeping services; accounting services; payroll administration and management services; providing office administration and support staff services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; providing certified public accounting services and consulting services in the fields of audit, tax, and accounting outsourcing; tax planning; tax advisory; tax provision preparation, advising, and consulting related to state, local, federal and foreign income tax items, tax return preparation and coordination, namely, management, research, consulting, and filing; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, conducting economic research and analysis for others regarding the attainment of benefits, business interruption and loss determinations; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; professional business consulting services featuring employment hiring, recruiting, staffing and career networking services for management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; Accounting services for mergers and acquisitions; Negotiating, structuring and concluding business transactions for others, namely, negotiating, structuring and concluding commercial transactions for third parties and commercial contracts for third parties; Business consulting services in the field of information assurance; Business management consulting with relation to strategy, financing, marketing, and sale of companies; Business strategic planning services; Business succession planning; Management consulting and advisory services in the areas of corporate growth strategy; business risk management; business consulting for family owned businesses; Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of enterprise risk management, namely, business risk management; Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of internal business and financial auditing | Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, investment planning, financial portfolio monitoring and management, insurance, estate planning, retirement financial planning, personal financial planning, financial asset management, enterprise financial risk management, financial risk management, debt management, budget planning, educational savings programs, loans, corporate finance and investment advisory services; financial management services for families and individuals; investment advisory services; providing investment advisory and corporate finance information by means of a global computer network; financial loan consultation; financial risk management, namely, identifying, assessing, and reporting on the financial risks relating to information technology investments and information technology financial management practices; financial consulting for family owned businesses; Investment banking services; Financial consulting and advising in the field of mergers and acquisitions; Financial due diligence; Financial services, namely, business valuation; Financial services, namely, debt and equity restructuring and recapitalization; Strategic corporate financial advisory services
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, conducting economic research and analysis for others regarding business interruption and loss determinations; business advisory services, consultancy and information; employment hiring, recruiting, staffing and career networking services for management and professional employees; professional business consulting services featuring employment hiring, recruiting, staffing and career networking services for management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; Business auditing services; Business consulting services in the field of information assurance
Business management consultancy services; business consultation services; Business management consulting services relating to organizational change management, organizational learning, organizational potential, and operational sustainability; Business data analysis; Business management analysis; Business management consulting; Business organization consulting; Business management advisory services and consultancy with regard to business planning, business operations, business practices, business organization and business management | Providing online non-downloadable software for business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; Cloud computing featuring non-downloadable software for use with business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; Software as a service (SAAS) services featuring non-downloadable software for business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; Providing temporary use of online non-downloadable software for use with business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports
Business management consultancy services; business consultation services; Business management consulting services relating to organizational change management, organizational learning, organizational potential, and operational sustainability; Business data analysis; Business management analysis; Business management consulting; Business organization consulting; Business management advisory services and consultancy with regard to business planning, business operations, business practices, business organization and business management | Providing online non-downloadable software for business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; Cloud computing featuring non-downloadable software for use with business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; Software as a service (SAAS) services featuring non-downloadable software for business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports; Providing temporary use of online non-downloadable software for use with business management, change management, organizational learning, organizational potential and operational sustainability analysis that allows users to input business data, evaluate performance and generate reports
Class 009: Downloadable podcasts in the field of tax, international tax, state and local tax, tax planning, tax reform, tax compliance, estate planning, family office administration, succession planning and financial information; Class 041: Entertainment services, namely, providing podcasts in the field of tax, international tax, state and local tax, tax planning, tax reform, tax compliance, estate planning, family office administration, succession planning and financial information
Business acquisition and merger consultation; Accounting services for mergers and acquisitions; Negotiating, structuring and concluding business transactions for others, namely, negotiating, structuring and concluding commercial transactions for third parties and commercial contracts for third parties; Business management consulting with relation to strategy, financing, marketing, and sale of companies; Business strategic planning services; Business succession planning; Management consulting and advisory services in the areas of corporate growth strategy | Investment banking services; Financial consulting and advising in the field of mergers and acquisitions; Financial due diligence; Financial services, namely, business valuation; Financial services, namely, debt and equity restructuring and recapitalization; Strategic corporate financial advisory services
Providing educational services offered through online, non-downloadable videos and self-paced training content that includes learning assessments and reporting and tracking of completed training by the user in the field of current bank regulations, operational procedures, marketplace trends and latest technologies
Providing consulting and advisory services for individuals in the fields of financial planning, investment planning, portfolio monitoring and management, estate planning, retirement financial planning, personal financial planning, asset management, financial risk management, debt management, budget planning, and educational savings programs; investment advisory services; financial management services for families and individuals; providing investment advisory services and financial information by means of a global computer network
Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, investment planning, portfolio monitoring and management, insurance, estate planning, retirement planning, personal financial planning, asset management, enterprise risk management, internal auditing, loans, corporate finance and investment advisory services; financial management for families; investment advisory and corporate finance information by means of a global computer network; financial loan consultation; financial risk management, namely, identifying, assessing, and reporting on the financial risks relating to information technology investments and information technology financial management practices; providing investment advisory services and portfolio monitoring, insurance consultation, estate planning, personal financial planning and retirement financial planning; Enterprise risk management, namely, business risk management; internal accounting auditing; business consultation services for individuals, business, not-for-profit organizations, and government entities in the fields of tax compliance, tax planning, accounting, tax outsourcing, and corporate finance; providing certified public accounting services and consulting services in the fields of audit, tax, and accounting outsourcing for individuals, businesses, not-for-profit organizations and government entities; providing on-line tax preparation, consultation and assessment, account auditing, tax consulting, accounting outsourcing by means of a global computer network; accounting services; account auditing; tax preparation; advisory services relating to business management and business operations; assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; business advisory services, consultancy and information; business information and accounting advisory services; business management consultancy and advisory services; tax advisory services; "CLIENT SERVICE"
Providing financial consulting, risk management, and investment banking services to banks, savings and loan associations and bank holding companies and to law firms, accounting firms, insurance companies and governmental regulatory agencies pertaining to financial institutions and the financial services industry
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination; business advisory services, consultancy and information; employment, hiring, recruiting, staffing and career networking services of management and professional employees; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination; business advisory services, consultancy and information; employment, hiring, recruiting, staffing and career networking services of management and professional employees; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination; business advisory services, consultancy and information; employment, hiring, recruiting, staffing and career networking services of management and professional employees; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination; business advisory services, consultancy and information; employment, hiring, recruiting, staffing and career networking services of management and professional employees; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination; business advisory services, consultancy and information; employment, hiring, recruiting, staffing and career networking services of management and professional employees; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; "LLP"
Business management; business administration; bookkeeping services; accounting services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; business management consulting services; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination; business advisory services, consultancy and information; employment, hiring, recruiting, staffing and career networking services of management and professional employees; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; "LLP"
Providing a website featuring technology to collect information from and collaborate with not-for-profit organizations for the purpose of preparing IRS tax Form 990, namely, allowing not-for-profit organizations to provide responses to questions asked on Form 990, providing a view responses to questions from the previous year Form 990, allowing the uploading of documents and files to the web site, viewing and managing user access to information, monitoring progress, and assignigning tasks to other users, providing access to help screens and video tutorials, providing a view of an audit trail to track changes made to question responses, providing for the leaving of comments, providing for the asking of questions from an adviser, providing for the printing and view of the all information in PDF format, and providing for the export of the information provided by the non-for-profit organization from the website to an electronic file for importation into tax preparation software to complete the Form 990
Providing an online interactive website featuring technology enabling employees, contractors, vendors, and the public to report allegations of fraud, theft, waste, abuse, harassment, discrimination, dishonesty, drug use, security risks, or other allegations of illegal or unethical activity in the workplace | Telephone hotline services for employees, contractors, vendors, and the public to report allegations of suspected security risks in the workplace such as fraud, theft, waste, abuse, harassment, discrimination, dishonesty, drug use, or other allegations of illegal or unethical activity in the workplace
Enterprise risk management, namely, business risk management; internal accounting auditing; business consultation services for individuals, business, not-for-profit organizations, and government entities in the fields of tax compliance, tax planning, accounting, tax outsourcing, corporate finance | Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, portfolio monitoring and management, insurance, estate planning, retirement planning, personal financial planning, asset management, enterprise risk management, internal auditing, and loans | Computer hardware and software consulting services; Consultation services in the fields of selection, implementation and use of computer hardware and software systems for others; Installation of computer software; Installation, maintenance and repair of computer software; Maintenance and updating of computer software; Maintenance and upgrading of computer software; Computer technology support services, namely, help desk services; Advisory services in the field of product development and quality improvement of software
Accounting services; Advisory services relating to business management and business operations; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advisory services, consultancy and information; Business information and accounting advisory services; Business management consultancy and advisory services; Tax advisory services
Investment advisory and corporate finance information by means of a global computer network; Providing on-line tax preparation, consultation and assessment, account auditing, tax consulting, accounting outsourcing by means of a global computer network
Class 035: Providing certified public accounting services and consulting services in the fields of audit, tax, and accounting outsourcing for individuals, businesses, not-for-profit organizations and government entities; Class 036: Providing consulting services for individuals, businesses, not-for-profit organizations and government entities in the fields of corporate finance and investment advisory services
