THE B.O.S.S. RETIREMENT TAX ANALYSIS
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Serial Number

97049443

Owner

Infinity Publishing, LLC

Attorney

John C. Stringham

Filing Date

Sep 28, 2021

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THE B.O.S.S. RETIREMENT TAX ANALYSIS Trademark

Serial Number: 97049443

THE B.O.S.S. RETIREMENT TAX ANALYSIS is a trademark filed by Infinity Publishing, LLC on September 28, 2021. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Infinity Publishing, LLC (9 trademarks)

3400 Ashton Boulevard, Suite 190
Lehi, UT 84043

Entity Type: 16

Trademark Details

Filing Date

September 28, 2021

Registration Date

Not Registered

Published for Opposition

July 11, 2023

Goods & Services

Investment management services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; financial planning; providing financial services with respect to securities and other financial instruments and products, namely, money management; securities brokerage services; investment management services in the field of private placement of securities; investment management services in the field of initial public offerings; providing financial information in the field of retirement planning; retirement plan administration services; retirement fund investment services; underwriting, issuance and administration of annuities; financial consultation services in the field of annuities; providing financial information by electronic means; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial strategy services, namely, estate and financial trust planning, probate administration services, charitable giving planning, estate planning; consulting services in the field of health insurance, namely, providing comparison and consultation of Medicare and social security benefits, retirement planning and financial risk assessment

Books, ebooks, workbooks and publications, namely, printed pamphlets, brochures, newsletter, journals and magazines in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare

Educational services, namely, conducting workshops, seminars and webinars in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; educational services, namely, the presentation of seminars, lectures, workshops, panel discussions, podcast interviews, public speaking events and ongoing television and radio talk shows all in the field of public interest concerning financial optimization and management, retirement planning, estate planning and financial planning; providing online, non-downloadable pre-recorded videos featuring information in the field of asset and wealth optimization and management; providing online, non-downloadable pre-recorded videos featuring information in the field of retirement planning, estate planning and financial planning

Business consultation services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning using securities based insurance; business consultation services in the field of social security benefit analysis and strategy; business consultation services in the field of financial strategy; business consultation services in the field of retirement planning; business consultation services in the field of insurance, namely, medicare; on-line retail store services featuring pre-recorded CDs, DVDs, books, workbooks and publications, namely, pamphlets, brochures, newsletters, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; tax planning services

Filing History

TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 8, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 8, 2026 CRFA
ASSIGNED TO LIE
Sep 8, 2026 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 3, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 4, 2026 GNRN
NON-FINAL ACTION E-MAILED
Aug 4, 2026 GNRT
SU - NON-FINAL ACTION - WRITTEN
Aug 4, 2026 CNRT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 16, 2026 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Jul 15, 2026 SUPC
SOU EXTENSION 5 GRANTED
Jul 15, 2026 EX5G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 15, 2026 AITU
SOU TEAS EXTENSION RECEIVED
Mar 4, 2026 EEXT
SOU EXTENSION 5 FILED
Mar 3, 2026 EXT5
USE AMENDMENT FILED
Sep 22, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Sep 22, 2025 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sep 15, 2025 EXRA
SOU EXTENSION 4 GRANTED
Sep 3, 2025 EX4G
SOU EXTENSION 4 FILED
Sep 3, 2025 EXT4
SOU TEAS EXTENSION RECEIVED
Sep 3, 2025 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 6, 2025 EXRA
SOU EXTENSION 3 GRANTED
Mar 5, 2025 EX3G
SOU EXTENSION 3 FILED
Mar 5, 2025 EXT3
SOU TEAS EXTENSION RECEIVED
Mar 5, 2025 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sep 5, 2024 EXRA
SOU EXTENSION 2 GRANTED
Sep 5, 2024 EX2G
SOU EXTENSION 2 FILED
Sep 5, 2024 EXT2
SOU TEAS EXTENSION RECEIVED
Sep 5, 2024 EEXT
ASSIGNED TO EXAMINER
Mar 29, 2024 DOCK
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 6, 2024 EXRA
SOU EXTENSION 1 GRANTED
Mar 5, 2024 EX1G
SOU EXTENSION 1 FILED
Mar 5, 2024 EXT1
SOU TEAS EXTENSION RECEIVED
Mar 5, 2024 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 5, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 11, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jul 11, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 21, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 2, 2023 CNSA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 7, 2023 GNRN
NON-FINAL ACTION E-MAILED
Mar 7, 2023 GNRT
NON-FINAL ACTION WRITTEN
Mar 7, 2023 CNRT
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Mar 5, 2023 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Jan 31, 2023 PBCR
ELECTRONIC RECORD REVIEW COMPLETE
Jan 18, 2023 FIXD
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
Jan 13, 2023 ERRR
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 6, 2023 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 21, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 20, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 20, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 8, 2022 GNRN
NON-FINAL ACTION E-MAILED
Jul 8, 2022 GNRT
NON-FINAL ACTION WRITTEN
Jul 8, 2022 CNRT
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 8, 2022 GNRN
NON-FINAL ACTION E-MAILED
Jul 8, 2022 GNRT
NON-FINAL ACTION WRITTEN
Jul 8, 2022 CNRT
ASSIGNED TO EXAMINER
Jun 28, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 27, 2021 NWOS
NEW APPLICATION ENTERED
Oct 1, 2021 NWAP