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Class Information
Number: 705/36T
Name: Data processing: financial, business practice, management, or cost/price determination > Automated electrical financial or business practice or management arrangement > Finance (e.g., banking, investment or credit) > Portfolio selection, planning or analysis > Tax strategies

Patents under this class:
1 2 3 4 5

Patent Number Title Of Patent Date Issued
8706581 Software and methods to manage a tax preparation company Apr. 22, 2014
8706594 Business method for charitable fund raising Apr. 22, 2014
8706626 Systems and methods for provisionally transferring an electronic currency Apr. 22, 2014
8694394 Methods, data record, software interface, data warehouse module and software application for exchanging transaction-tax-related data Apr. 8, 2014
8694395 Method, system, and computer program for predicting tax liabilities and benefits Apr. 8, 2014
8676686 Program for alternative funding of employee and retiree benefits Mar. 18, 2014
8671039 Information processing system, information processing method and computer readable medium Mar. 11, 2014
8666851 Engine, system and method of providing cloud-based business valuation and associated services Mar. 4, 2014
8612316 Process for determining object level profitability Dec. 17, 2013
8589275 System and method for processing tax codes by company group Nov. 19, 2013
8583518 Automated sales tax payment system Nov. 12, 2013
8577760 Managing consistent interfaces for tax authority business objects across heterogeneous systems Nov. 5, 2013
8577773 Document processing systems and methods for regulatory certifications Nov. 5, 2013
8560409 Flexible and adaptive accrual method and apparatus for calculating and facilitating compliance with taxes and other obligations Oct. 15, 2013
8548883 System and method for providing a loan to a taxpayer Oct. 1, 2013
8547199 System for retrieving data stored in a database Oct. 1, 2013
8543410 Method and system providing advice and services to consumers Sep. 24, 2013
8489479 Risk scoring system and method for risk-based data assessment Jul. 16, 2013
8484116 Structured financial products Jul. 9, 2013
8478666 System and method for processing data related to management of financial assets Jul. 2, 2013
8473398 Methods and systems for building and managing portfolios based on ordinal ranks of securities Jun. 25, 2013
8468077 Distributed tax-return-preparation processing Jun. 18, 2013
8458058 System and method for determining tax liability in response to a mobility Jun. 4, 2013
8452676 Method and system for filing a tax form using quick return May. 28, 2013
8447635 System and method for managing investment risk in satellite operator companies May. 21, 2013
8447675 Methods and apparatus for recording legal tender decomposition of accounting system entries May. 21, 2013
8447677 Transaction range comparison for financial investigation May. 21, 2013
8438106 Medical savings accounts with investment and loan-account access May. 7, 2013
8429052 Method and system for providing employer-sponsored retirement plan Apr. 23, 2013
8412607 Price earnings derivative financial product Apr. 2, 2013
8412609 Regime-based asset allocation via adaptive risk premium Apr. 2, 2013
8412617 Methods and systems related to securities trading Apr. 2, 2013
8401953 Methods and systems for valuing investments, budgets and decisions Mar. 19, 2013
8392302 Computer-aided process for inflation-immunized derivatives Mar. 5, 2013
8392306 Transfer instrument Mar. 5, 2013
8392310 Systems for automated identification and processing of qualifying expenses for tax-advantaged accounts and automated initiation of related account transactions Mar. 5, 2013
8380601 System for and method of international pooling Feb. 19, 2013
8321319 Rental property investment calculator Nov. 27, 2012
8311917 Methods and apparatus for collateral-based financial transactions Nov. 13, 2012
8306906 Systems and methods for trading a trade list in financial markets Nov. 6, 2012
8280794 Price earnings derivative financial product Oct. 2, 2012
8280796 Method for aggregating and valuing intellectual property in an exchange Oct. 2, 2012
8266053 Dynamic credit management Sep. 11, 2012
8266034 Method, software program, and system for managing debt Sep. 11, 2012
8266023 Information model for property records management Sep. 11, 2012
8244619 Price indexing Aug. 14, 2012
8210931 Game with chance element and tax indicator Jul. 3, 2012
8209246 Proprietary risk management clearinghouse Jun. 26, 2012
8204803 Multi-company business accounting system and method for same including financial reporting Jun. 19, 2012
8204805 Instant tax return preparation Jun. 19, 2012

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