Financial services and advisory and consultancy services in the field of financial services (claiming priority based on the UK application no. 3083088); financial management services, financial planning services, financial portfolio management services, financial forecasting services, financial guarantee and surety services, financial research, analysis and consultation services, financial information provided by electronic means and advisory and consulting services in the field of financial services; financial planning and investment advisory and management services; insurance consultation and advisory services; insurance consultation, namely, providing advice relating to insurance issues; actuarial services; research in the attainment of insurance and employee benefits, business interruption and loss determination; real estate investment services; financing services; individual retirement account services; general securities brokerage and investment banking services; consulting services in the field of employee benefits concerning insurance, finance and financial compensation programs; advice relating to the organization and management of business, namely, assisting and advising others on management of financial trading functions of commercial or industrial companies; information, consultancy and advisory services relating to the aforesaid; sales tax consultation services, namely, providing advice to entities on automation of software and reporting functions for calculation, collection and payment of sales tax; wealth management services; financial consultancy and insurance consultancy, namely evaluation of insurance products for wealth management planning; information, consultancy and advisory services relating to the aforesaid (claiming priority based on the EU application no. 014105134)

Accounting services and advisory and consulting services in the field of accounting (claiming priority based on the UK application no. 3083088); account and business auditing services; business administration services; business acquisition and merger consultation; tax preparation; tax advisory services, namely, tax compliance and consultation services; bookkeeping services; wealth management services, namely, financial records management; business management consulting services; business risk management consulting services; government management consulting services, namely, providing information in the field of government affairs; advice relating to the organization and management of business, namely, assisting and advising others on the organization and management of businesses or business management of trading functions of commercial or industrial companies; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination for cost assessment services; employment counseling and recruiting; accounting practice management consulting services; human resources management consulting services; personnel placement and recruitment services; tax and taxation planning, advice, information and consultancy services; assurance services, namely, review, preparation and analysis of financial and non-financial information for others, namely, financial statement audits, accounting compliance reviews, financial accounting advisory services and fraud investigation and dispute resolution services; information, consultancy and advisory services relating to the aforesaid (claiming priority based on the EU application no. 014105134)

Computer software for use in performing business administration functions; computer software for use in managing corporate human resources functions; computer software for use in managing corporate human resources processes; computer software for use in the management of financial transactions, financial planning and financial management; computer software for use in performing bookkeeping; computer software for use in conducting and managing corporate audits; computer software for use in conducting and managing financial audits; computer software for use in conducting and managing inventory audits; computer software for use in providing accounting services; computer software for use in conducting tax analysis; computer software for use in the facilitation of proper planning for the design, development, implementation and maintenance of computer and information systems; publications, namely, electronic manuals in the fields of accounting practice management, tax advisory services, audit and assurance services, financial statistics and human resources management

Computer services; custom design and development of computer hardware, software and computer systems for others; consulting services in the field of computer based information systems for businesses and government; consulting services in the field of identification, prioritization, analysis, design, development and implementation of computer-based information systems for insurance and other financial services businesses and other industries; technical consulting services and assistance with computer-based information systems and components thereof; IT and information security consulting services, namely, providing IT and electronic security advisory services and IT and electronic security risk management to banks and other financial institutions; conducting IT security audits; IT consultation in the fields of risk assessment, IT and electronic information security, IT and electronic business information continuity and disaster recovery preparedness, IT and electronic information internal audit and audit planning; computer assurance services relating to the development of security systems and contingency planning for information systems; information, consultancy and advisory services relating to the aforesaid; providing temporary use of online non-downloadable computer software that allows the user to access a centralized document management and employee communication portal designed specifically for use by community banks and credit unions; Providing temporary use of online non-downloadable software and applications for email, calendaring, and document management; Online non-downloadable computer program for meeting and event scheduling, managing group calendars, task delegation and reporting, recording notes, transferring data to and from data bases and to and from computer programs and computer files; online non-downloadable computer software for managing addresses; information, consultancy and advisory services relating to the aforesaid

Litigation support services in the nature of investigative audits and financial analysis; litigation support in economics, accounting and finance, namely, investigative audits and financial analyses; tax advisory services, namely, tax compliance consulting relating to compliance with federal, state, and foreign tax laws and regulations, information, consultancy and advisory services relating to the aforesaid; representation of clients in tax matters before tax authorities; information, consultancy and advisory services relating to the aforesaid