WHEN RELATIONSHIPS COUNT Trademark

financial services, namely investment advice and consultation, funds investment, asset and investment management, and monitoring and reporting services; administration, consulting, documentation, accounting/record keeping, and investment consulting and advice regarding employee benefits and plans; estate planning services; financial planning and management services; insurance services namely insurance policy review, insurance consultation and advice, and insurance planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting; international corporate financial planning services; financial valuation of personal property, financial valuation of personal property in estate valuation; bankruptcy assistance, namely, litigation support and business and property valuation services

accounting services; general financial ledger and financial statement preparation and analysis services; payroll preparation, administration, and record-keeping services for others; assurance services, namely account and financial records auditing, account and financial records reviewing, and compilation of account and financial information and financial statements, preparation of financial reports and prospective financial statements, internal account and records auditing services, internal account control and policies reviewing, financial statement analysis, accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and compliance services; corporate finance services, namely consultation regarding mergers and acquisitions, divestitures, and corporate finance planning; forensic accounting services, namely fraud and financial investigations and internal corporate investigations; general business and business management consulting, economic forecasting and analysis, and strategic planning; international services, namely account and records auditing and accounting services, tax planning and compliance; tax services, namely tax consulting and tax preparation services, tax return preparation, trust tax preparation services, federal tax consulting, and state and local tax (SALT) consulting, representation of clients before government agencies; consulting services, namely consulting regarding E-Business; valuation services, namely business and business assets valuations

consulting regarding accounting software selection, and implementation of accounting software; litigation support services, litigation discovery and pre-trial analysis and assistance, litigation record-keeping and records administration, consulting and testifying expert witness services in the fields of liability and damage analysis, industry practices, valuation, and accounting, forensic investigations; mediation and arbitration, and class-action lawsuit support services; technology consulting services, namely technology review and planning regarding computers, software, office equipment, communications equipment, and networks; consultation regarding business software, and computer networks