PATENTS   
Patents > US Documents in US Classification 705/36T

US Patent Grant and US PreGrant Publication documents classified in US Patent Classification 705/36T

This is a list of documents that are currently, or will soon be, classified in
Class 705 Data Processing: Financial, Business Practice, Management, Cost/Price Determination:
36T: Tax Strategies

 

US Patent Grant Documents

US Patent Number Patent Publication Title Assignment Information
7031937 Method & apparat  for tax efficient investment management
Marshall & Ilsley Corporation
7016871
System for & method of variable annuity contract administration
Guardian Life Insurance Company of America
6963852
System & method for creating a defined benefit pension plan funded with a variable life insurance policy and/or a variable annuity polciy
Not listed.
6832209
Method & apparat  for tax efficient investment  ing both long and short positions
Not listed.
6772128
Nuclear decommissioning insurance financial product and method
Not listed.
6766303
Method for hedging one or more liabilities associated with a compensation plan
Goldman Sachs & Co
6687681
Method & appart  for tax effcient investment management
Marshall & Ilsley Corporation
6684189
Apparat  & method  ing frontend network gateways and search criteria for efficient quoting at a remote location
Ryan Evalulife Systems
6625582
Method & system for converting a designated portion of future social security and other retirement payments to current benefits
Richman/Singer Venture
6611808
Method and apparat  for determining additional benefits and costs for an annuity contract
Legacy Marketing Group
6609111
Method and apparat  for modeling and executing deferred award instrument plan
Not listed.
6609111
Method & apparat  for modeling and executing deferred award instrument plan
Not listed.
6578016
Tax advantaged transaction structure (TATS) and method
Not listed.
6567790
Establishing & managing grantor retained annuity tr ts funded by nonqualified stock options
Wealth Transfer Group, L.L.C.
6516303
Method, system & appart  for manging taxable events within a portfolio
FOLIOfn, Inc.
6473737
System, method & apparat  for providing an executive compensation system
Not listed.
6470321
Financial protection method for investors, share holders, involves determining premium charge that is greater than primary insurance and equal to or less than maximum coverage level of insurance
Forthcoming, LLP
6415270
Multiple auction coordination method and system
Ominhub, Inc.
6411939
Computer aided method, machine, & products produced thereby, for ill trating a replacement of a benefit plan that is viable at one location but not viable at the location of the replacement
Offshore Benefits
6343272
System for analyzing & managing equity participation life insurance & annuity contracts
FDI/Genesis
6304859
System & method for premium optimization and loan monitoring
Evergreen Group, Inc.
6298333
  
e tax optimization process & system
Transport International Pool, Inc.
6292788
Methods & investment instruments for performing tax deferred real estate exchanges
American Master Lease, L.C.C.
6235176
Computer apparat  and method for defined contribution & profit sharing pension & disability plan
MB Schoen & Associates
6161098
Method & apart  for enabling small investors with a portfolio of securities to manage taxable events within the portfolio
Folio (FN), Inc.
6161096
Method & appart  for modeling & executing deferred award investment plan
Not listed.
6115697
Computerized sytems and method for optimizing after tax proceeds
Dynamic Research Group
6108641
Integrated nested account financial system with medical savings subaccount
Merrill Lynch, Pierce, Fenner & Smith
6064983
System for performing tax computations
Koehler Consulting
6058376
Process for evaluating the financial consequences of converting a standard form I.R.A. to the roth form I.R.A.
Not listed.
6044352
Method & system for processing & recording the transactions in a medical savings fund account
Not listed.
6041304
System & method for controlling the cash value growth of an insurance policy
Meyer-Chatfield, Inc.
5991744
Method & apparat  that processes financial data relating to wealth accumulation plans.
Gary P. DiCresce & Associates
5966693
Method for combining loan with key employee life insurance
Money Accumulation Programs, Inc.
5911135
System for managing financial accounts by a priority allocation of funds among accounts
Proprietary Financial Products, Inc.
5907828
System & method for implementing & adminstering lender owned credit life insurance policies
Not listed.
5903879
Method of managing a loan for funding a pension
Not listed.
5819230
System and method for tracking and funding asset purchase and insurance policy
HomeVest Financial Group, Inc.
5806042
System for desiging & implementing bank owned life insurance (BOLI) with a reinsurance option
Not listed.
5802500
System & method for computing a financial projection of a prefunding program for other postretirement employee benefits under FASB statement 106.
Evergreen Group, Inc.
5752236
Life insurance method, and system
Not listed.
5590037
Digital computer system and methods for computing a financial projection and an ill tration of a prefunding program for an employee benefit
  
Evergreen Group, Inc.
5136502
System for funding, analyzing & managing health care liabilities
Not listed.

 

US PreGrant Publication Documents

US PreGrant Pub
Patent Publication Title
Assignment Information
20060080148
System and method for creating a retirement plan funded with a variable life insurance policy and/or a variable annuity policy
Not listed.
20060080147
Method of purchasing a product to avoid adverse selection
Not listed.
20060064367
Systems & methods for insuring intellectual property holding companies
Not listed.
20060064332
Health cost calculator/flexible spending account calculator
Not listed.
20060026086
Industry specific business and tax management system
Not listed.
20060026085
Investment structure for tax-exempt and tax deferred investors
Not listed.
20060015426
Risk shifting method for investments in wind power generation
Not listed.
20050717820
Process for creating a financial plan for creating a financial plan for funding of college education
Not listed.
20050289036
Method for securitizing retail lease assets
Not listed.
20050256791
System & method for administering charitable funds through affiliations of professionals
Not listed.
20050234747
System for funding, analyzing & managing life insurance polices funded with annuities
Not listed.
20050209959
Financial regime switching vector auto regression
Not listed.
20050137967
Equity based incentive compensation plan computer system
Not listed.
20050137913
System & method for insuring against tax liabilities
Not listed.
20050131798
Method and system for administering the hedging of an employee deferred compensation plan  ing swaps
Not listed
20050119962
Method and sytem for securitizing contracts valued on an Index
Not listed.
20050114249
Method by which an individual can manage his own selected assets, receive the benefits from the selected assets and protect the selected assets from claimants.
Not listed
20050086156
Computer system for managing fluctuating cash flows
Not listed.
20050060209
Method and system for insuring longer than expected lifetime.
Not listed.
200500275551
System & method for enabling self employed people to work like hired employees in a united company while keeping autonomy & generating additional wages
Not listed.
20050010481
Systems and methods for improving liquidity and distribution network for illiquid items.
Not listed.
20040243499
Method and system for providing enhanced stable value
Not listed.
20040243451
Shareholder owned life insurance system & method.
Not listed.
20040230505
Method and system for managing a non qualified deferred compensation program  ing hedging
Not listed.
20040225536
Superstructure pool computer system
Not listed.
20040210503
Method for Hedging one or more liabilities associated with a deferred compensation plan
Not listed.
20040199446
Financing the donation of life insurance proceeds
Not listed.
20040181436
Method and system of charitable fundraising and socially responsible investment involving life insurance products
Not listed.
20040177022
Methods for issuing, distributing, managing and redeeming investment instruments providing securitized annuity.
Not listed.
20040172304
Apparat  & method for providing insurance products, services and/or coverage for leased entities
Not listed.
20040167812
Counterparty arrangement and method for  e in hedging and financial derivative transactions
Not listed.
20040148202
Life insurance continuation plan
Not listed.
20040117288
Method for providing default protection in connection with a deferred compensation liability
Not listed.
20040088201
Nuclear decommissioning insurance financial product and method
Not listed.
20040059609
System & methods for tracking the relative interests of the parties to an insurance policy
Not listed.
20040019506
Method & system for generating endowment  for a tax exempt organization
Not listed.
20030204462
20030182147
Web based processing system for non qualified benefits record keeping
Not listed.
20030144947
Electronic bartering system with facilitating tools
Not listed.
20030139992
Method of creating financial structure for delivering a tax favored financial position
Not listed
20030139987
Method of creating financial structure for delivering a tax favored financial position
Not listed
20030120518
Method for providing an insured result for section 1031 exchanges
Not listed.
20030110061
Simplified variable life insurance
Not listed.
20030105652
System, method & computer program product for managing an investment to increase the after tax death benefit of the investment
Not listed
20030093354
Method for hedging one or more liabilities associated with a deferred compensation plan and for recordkeeping information of such a hedge.
Not listed.
20030083972
Methods for issuing, distributing, managing and redeeming investment instruments providing securitized annuity options
Not listed.
20030033172
Method & system for converting an annuity fund to a life insurance policy
Not listed.
20030033171
Nuclear decommissioning insurance financial product and method
Not listed.
20030014351
Electronic Mail Apparat
Not listed.
20020194136
Hedging employee stock options
Not listed.
20020174044
Method for Hedging one or more liabilities associated with a deferred compensation plan
Not listed.
20020165740
Investment style life insurance product that allows consumer to control & replace individual policy components
Not listed.
20020147617
Health cost calculator/flexible spending account calculator
Not listed.
20020143682
Method of ascertaining an efficient frontier for tax sensitive investors
Not listed
20020087365
System for funding, analyzing & managing life insurance policies funded with annuities
Not listed.
20020059127
Method & system for tax efficient tax management
Not listed
20020035533
System & method for processing like kind exchange transactions.
Not listed.
20020013750
Methods and investment instruments for performing tax deferred real estate exchanges.
Not listed
20020004771
Employee deferred income system & method
Not listed.
20010049612
Survivor's benefit plan
Not listed.
20010011223
System, method & apparat  for providing an executive compensation system
Not listed.
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