CLA OUTLOOK Trademark

Financial investment services, namely, asset management services; administration, consulting and investment consulting and advice regarding employee financial benefits; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; business and property valuation services in the field of bankruptcy; valuation services, namely, business and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, namely, providing a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; design, administration and audits of employee benefit plans concerning insurance and financial services; insurance consultation

Consulting services regarding accounting software selection, and implementation of accounting software; technology consulting services in the field of technology planning regarding computers, software, office equipment, communications equipment, and networks; consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others; consultation regarding business software and computer networks; installation of computer software; computer network technical support services, namely, performing computer network systems monitoring, computer network system audits, computer network system inventory, regularly scheduled computer network system maintenance; providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) services, namely, remote management of IT systems of others

Litigation support services, namely, legal discovery and pre-trial analysis, and expert witness services in legal matters in the fields of litigation or forensic investigations

Printed materials, namely, newsletters, reports, guides and manuals in the field of financial management and analysis directed toward applicant's accounting clients and attendees of applicant's wealth management courses, seminars, conferences, workshops and classes

Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; account and business records auditing, and accountancy, namely, reviewing of accounts, and compilation of account information and computer databases for preparing financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing which includes the monitoring, reviewing and reporting controls to prevent internal accounting fraud, financial statement analysis and accounting advice also includes preparing business reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and tax compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax (SALT) consulting; consulting services, namely, business consultation services in the field of E-Businesses; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; providing customized accounting solutions, namely, providing temporary personnel for assistance and project management; vendor management services for selecting vendors for clients, managing and monitoring vendor-client relationships, and assessing vendor risks

Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, namely, wealth advisory and management, information technology and online business activities and operations and, developing and distributing educational materials in connection therewith

Downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; downloadable customized software program, namely, a value-added analysis calculator