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Tax consultation; Tax advisory services; Tax information

Financial analysis; Financial information; Insurance information; Estate planning; Insurance brokerage; Insurance advisory services; Financial advisory services; Investment advisory services

Online videos, not downloadable, in the fields of finance, tax, estate planning, and insurance; Providing television shows in the fields of finance, tax, estate planning, and insurance; Online publications, namely, blogs and newsletters in the fields of finance, tax, estate planning, and insurance; Education and entertainment services, namely, providing podcasts and radio shows in the field of finance, tax, estate planning, and insurance;

Providing on-line non-downloadable software for managing and monitoring financial, tax, estate plan, and insurance accounts, transactions, and documents and for communications and document exchange relating to same; Providing access to online, non-downloadable software for managing and monitoring financial, tax, estate plan, and insurance accounts, transactions, and documents and for communications and document exchange relating to same