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 & 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 policy | Not listed |
6832209 | Method & apparat for tax efficient investment in 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 in 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 |