TRILITH TAX PLANNING
LIVE

Serial Number

90245506

Owner

P Family Holding Company LLC

Attorney

JOEL E. TRAGESSER

Filing Date

Oct 9, 2020

Add to watchlist:

No watchlists yet
View on USPTO

TRILITH TAX PLANNING Trademark

Serial Number: 90245506

TRILITH TAX PLANNING is a trademark filed by P Family Holding Company LLC on October 9, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

P Family Holding Company LLC (7 trademarks)

5637 Strand Blvd.
Naples, FL 34110

Entity Type: 16

Trademark Details

Filing Date

October 9, 2020

Registration Date

Not Registered

Published for Opposition

February 20, 2024

Goods & Services

Banking and financing services; Banking consultation; Clearing and reconciling financial transactions via a global computer network; Credit and financial consultation; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consultancy; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means; Financial management; Financial management via the Internet; Financial planning; Financial portfolio management; Financial risk management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic remote check deposit services; Investment banking services; Issuance of bank checks; Mutual fund brokerage; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information in the field of finance; Providing on-line financial calculators

Financial statement preparation and analysis for businesses; Tax and taxation planning, advice, information and consultancy services; Accountancy services; Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data for accounting, banking, financial, insurance, legal, and travel; Business advice and information relating to loans, finance and capital; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Confirming scheduled appointments for others; Confirming scheduled appointments for others in the field of accounting, banking, financial, insurance, legal, and travel; Consulting and information concerning accounting; Financial auditing; Financial records management; Forensic accounting research services; Forensic accounting services; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Organizational services for business purposes; Philanthropy consultation relating to taxation planning; Preparation of financial statements; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing facilities for business meetings; Providing financial indices based on selected groups of securities; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Tax advisory services; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax preparation services provided via telephone, internet, and in-person; Updating and maintaining business contact information via the Internet

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 4, 2026 EXRA
SOU EXTENSION 4 GRANTED
Aug 3, 2026 EX4G
SOU EXTENSION 4 FILED
Aug 3, 2026 EXT4
SOU TEAS EXTENSION RECEIVED
Aug 3, 2026 EEXT
ASSIGNED TO EXAMINER
May 5, 2026 DOCK
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jan 11, 2026 EXRA
SOU EXTENSION 3 GRANTED
Jan 11, 2026 EX3G
SOU EXTENSION 3 FILED
Jan 11, 2026 EXT3
SOU TEAS EXTENSION RECEIVED
Jan 11, 2026 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 3, 2025 EXRA
SOU EXTENSION 2 GRANTED
Jul 3, 2025 EX2G
SOU EXTENSION 2 FILED
Jul 3, 2025 EXT2
SOU TEAS EXTENSION RECEIVED
Jul 3, 2025 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 4, 2025 EXRA
SOU EXTENSION 1 GRANTED
Jan 30, 2025 EX1G
SOU EXTENSION 1 FILED
Jan 30, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Jan 30, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 13, 2024 NOAM
TTAB RELEASE CASE TO TRADEMARKS
Jul 2, 2024 TMBN
OPPOSITION TERMINATED NO. 999999
Jul 2, 2024 OP.T
OPPOSITION DISMISSED NO. 999999
Jul 2, 2024 OP.D
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Jun 21, 2024 ETOP
OPPOSITION INSTITUTED NO. 999999
Jun 21, 2024 OP.I
EXTENSION OF TIME TO OPPOSE RECEIVED
Mar 15, 2024 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 4, 2024 NPUB
PUBLISHED FOR OPPOSITION
Feb 20, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 31, 2024 NONP
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 31, 2024 NPUB
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 16, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 16, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 16, 2024 REAP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 16, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 16, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 16, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 16, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 16, 2024 CNEA
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Jun 22, 2023 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Jun 21, 2023 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Dec 5, 2022 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Apr 29, 2022 RCSC
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Aug 26, 2021 GNS3
LETTER OF SUSPENSION E-MAILED
Aug 26, 2021 GNSL
SUSPENSION LETTER WRITTEN
Aug 26, 2021 CNSL
EXAMINER'S AMENDMENT ENTERED
Aug 26, 2021 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Aug 26, 2021 GNEN
EXAMINERS AMENDMENT E-MAILED
Aug 26, 2021 GNEA
EXAMINERS AMENDMENT -WRITTEN
Aug 26, 2021 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 9, 2021 GNRN
NON-FINAL ACTION E-MAILED
Mar 9, 2021 GNRT
NON-FINAL ACTION WRITTEN
Mar 9, 2021 CNRT
ASSIGNED TO EXAMINER
Mar 9, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 24, 2020 NWOS
NEW APPLICATION ENTERED
Oct 13, 2020 NWAP