THE B.O.S.S. RETIREMENT TAX ANALYSIS
Live / Applied — Statement of use — non-final action mailed (as of 13 Oct 2026)
What this means for you
Not registered yet, but its 28 Sept 2021 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97049443
- Mark type
- Slogan / phrase
- Filed
- 28 Sept 2021
- Published for opposition
- 11 Jul 2023
- Attorney of record
- John C. Stringham
Goods and services
- Class 016 — Paper goods and printed matter: 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
- Class 035 — Advertising and business services: 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
- Class 036 — Insurance and financial 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
- Class 041 — Education and entertainment services: 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
Owner
- Infinity Publishing, LLC, Lehi, UT, US
- Infinity Publishing, LLC, Lehi, UT, US
Prosecution history
- 13 Oct 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 13 Oct 2026 — NON-FINAL ACTION E-MAILED
- 13 Oct 2026 — SU - NON-FINAL ACTION - WRITTEN
- 08 Sept 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 08 Sept 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 08 Sept 2026 — ASSIGNED TO LIE
- 03 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 04 Aug 2026 — NON-FINAL ACTION E-MAILED
- 04 Aug 2026 — SU - NON-FINAL ACTION - WRITTEN
- 16 Jul 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 15 Jul 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 22 Sept 2025 — USE AMENDMENT FILED
- 15 Jul 2026 — SOU EXTENSION 5 GRANTED
- 03 Mar 2026 — SOU EXTENSION 5 FILED