U.S. patents available from 1976 to present.
U.S. patent applications available from 2005 to present.

Icon_funbox Bizarre Patents

Patent No. 5571247

Self Containing Enclosure for Protection from Killer Bees

A self contained protective enclosure with an opening for entry and egress and a screen for ventilation and viewing.

Newsletter  PatentStorm News

Make the Most of Our Site

See this month's Top Inventors and Most Cited Patents.

Stay on top of the latest innovations by subscribing to an RSS feed.

Registered users: Manage your profile.

 

Class 705/36T - Tax strategies


Subclass of Class 705 - Data processing: financial, business practice, management, or cost/price determination
No. of patents: 41
Last issue date: 09/06/2011


1    
NumberTitleIssue Date
8015091Analyzing investment data
A system and method for analyzing loan data to identify risk. In a database, loan data is stored with one or more associated characteristics. The system includes a risk filtering engine is in communication with the database so that a user may apply one or more risk ...
09/06/2011
8010435Method and system for mortgage payment analysis and reporting
A computer implemented system for determining an amount of mortgage interest tax impact available to a borrower includes a mortgage information interface configured to receive information related to a mortgage loan, the mortgage loan including an inflationary index ...
08/30/2011
8005742Techniques for illustrating and analyzing college savings plans
Analyzing educational saving plans by considering the tax implications of these plans is provided by storing a plurality of educational institution identifiers and a plurality of educational savings plan parameter sets. Each of the educational institution identifier...
08/23/2011
8001029Method and computer program for tax sensitive investment portfolio management
Methods and corresponding systems are provided for managing investment portfolios that includes the steps of identifying at least one security of the investment portfolio to be sold during rebalancing of the investment portfolio, and rebalancing or deferring rebalan...
08/16/2011
7974903System and method for analyzing distributions for taxation analysis
A method and system receives one or more target distribution amounts corresponding to currency totals for one or more foreign entities to distribute to one or more domestic entities in one or more years, the foreign entities being direct or indirect subsidiaries of ...
07/05/2011
7970683System and method for multi-state tax analysis
In an embodiment one or more alternate entity structures are created in response to a base entity structure. A tax liability is determined for each alternate entity structure and the base entity structure; furthermore, a result is generated in response to comparing ...
06/28/2011
7805349Using an instantiated model to generate an application-specific document
A framework is presented that can be used to create and execute software applications that include a user interview. The framework includes run-time engines and a data repository. The run-time engines include an interview driver. The data repository includes intervi...
09/28/2010
7769662Tax deduction revaluation system
A method and system for calculating a tax credit obtains a tax function T(A), a value for deduction (D), and a value for an income amount (A) at which a computation is based. The method and system computes a tax credit C=k(T(A)−T(A−(D−C))). The calculation may...
08/03/2010
7739170Systems and methods for analysis of portfolio returns and trade cost measurement based on fiduciary roles
Preferred embodiments of the present invention comprise, for example, a method for measuring trade costs, comprising (1) capturing trade data over a predetermined time period; (2) capturing time stamp data corresponding to said trade data, wherein said time stamp da...
06/15/2010
7729972Methodologies and systems for trade execution and recordkeeping in a fund of hedge funds environment
A system provides automation or semi-automation of trade execution and recordkeeping services for a fund of funds, in particular, a fund of hedge funds. In providing such features for trade execution and recordkeeping, various transaction processes may be automated ...
06/01/2010
7720739Method of and apparatus for preparing tax refund application form, method of and apparatus for outputting tax refund application form, method of and apparatus for controlling tax refund procedure, and computer product
A traveler registers a credit card and merchandise purchased at each of domestic shops with the credit card. The shop transmits purchase information to a card company. The traveler finishes an embarkation procedure and then receives an application form output from a...
05/18/2010
7716104System and method for analyzing tax avoidance
A system and method are provided for analyzing tax avoidance of a taxpaying entity. A taxpaying entity's financial information may be analyzed and used to compute a set of one or more financial ratios based at least in part on the entity's return on assets, capital,...
05/11/2010
7698194Techniques for illustrating and analyzing college savings plans
Analyzing educational saving plans by considering the tax implications of these plans is provided by storing a plurality of educational institution identifiers and a plurality of educational savings plan parameter sets. Each of the educational institution identifier...
04/13/2010
7693769System and method for identifying tax savings opportunities for a taxpayer
The present invention is a computerized tax savings tool for adjusting a taxpayer's taxable income to identify tax savings opportunities. The tax savings tool may be implemented as a component of a proprietary tax preparation software system that is used to prepare ...
04/06/2010
7668773Portfolio management system
Methods, apparatuses and systems allowing for optimization of individual client financial portfolios balancing risk, return, as well as transaction and tax costs, based on the inputs of at least one investment style manager. The present invention enables, in one emb...
02/23/2010
7587352Method and apparatus for managing a virtual portfolio of investment objects
A method of managing financial object(s), on a computer, including but not limited to managing a virtual portfolio of the objects where the portfolio may include a collection of objects managed collectively but tracked separately with separately owned lots on behalf...
09/08/2009
7454377Computer method and apparatus for aggregating and segmenting probabilistic distributions
Computer method and apparatus that permits a sensory oriented interactive real time aggregation and segmentation of probabilistic distributions derived from quantitative and qualitative data of one or more sources with a feedback mechanism that describes distributio...
11/18/2008
7437322Managing investment assets
A method for providing investor liquidity and portfolio growth includes (a) acquiring properties from investors through tax-preferred transactions, at least one of the properties being acquired from one of the investors in exchange for an interest in an investment e...
10/14/2008
7421408Personal or family financial accounting and management system
The invention is directed to a personal financial management system and method for personal financial management. A user interface attached to a computer may interact with the user and/or financial institutions to acquire information regarding fiscal behavior and as...
09/02/2008
7398239E-commerce sales and use tax exchange system and method
The invention provides a system and method for calculating, collecting and/or disbursing one or more third party payments owed to one or more third parties resulting from one or more electronic transactions occurring over a wide area network (WAN) between a customer...
07/08/2008
7386495System and method for processing tax codes by company group
A system and method for assigning taxability codes to purchases, and processing tax invoices, by company groups. A user, identified to one of a group of companies, inputs a requisition. Tax code and tax location are identified in a front end process applicable to th...
06/10/2008
7376609Maximization of a hedged investment budget for an index-linked insurance product
An index-linked insurance product having an annual guarantee is implemented having a maximized hedged investment budget. A net premium payment is allocated to a fixed income investment and an annual fixed income yield is projected. The maximized hedged investment bu...
05/20/2008
7337141Hedging employee stock options
An efficient process, from both a regulatory and tax perspective, for individuals to hedge employee stock options. No margin is required for a listed call option written on an equity security when the account holds a “long” position in a vested employee stock op...
02/26/2008
7330831System and method for multiple account single security trading
A system and method are provided for managing multiple investor accounts by rapidly computing and displaying the potential tax and gain/loss implications of proposed buy and sell transactions involving a single security. The invention allows users to identify criter...
02/12/2008
7328183Computer program and method for determining the economic impact of long-term care
A computer program and method is provided that enables professional advisors, as well as individuals, to improve their understanding of the risks associated with long-term health care in effort to make informed decisions regarding long-term care insurance. The compu...
02/05/2008
7321870System and method for providing financial services to high net worth individuals
A system and method for providing financial and other services to high net worth individuals is described. A significant feature is the method for selecting and managing a comprehensive set of service providers for optimal efficiency and effectiveness. The associate...
01/22/2008
7315836Method for obtaining and allocating investment income based on the capitalization of intellectual property
The present invention relates to methods of valuing intellectual property assets and methods of securitizing such assets. The present invention provides a means whereby holders or owners of proprietary intellectual property may readily determine the value to the bus...
01/01/2008
7305353System and method for forecasting tax effects of financial transactions
A system and method for forecasting tax effects of financial transactions is provided. The system and method include a series of web pages. The web pages allow a user to 1) determine their federal and state tax rates, 2) describe the asset they wish to sell. Additio...
12/04/2007
7249075System and method for administering principal protected equity linked financial instruments
A data processing system and method for implementing and control of a financial instrument having pre-set maturity that provides efficient exposure to common stock at a reduced risk. In a preferred embodiment, the financial instrument is divided into units, each one...
07/24/2007
7219079Convertible financial instruments with contingent payments
A convertible financial instrument provides incentives to holders to keep the instruments outstanding so that issuers maintain flexibility and control over the maturity date of the instrument and the manner in which it is settled. The instrument may provide issuers ...
05/15/2007
7212995Loan underwriting system and method
An automated loan underwriting system and method automates the logic implemented by a loan underwriter, saving the loan originator time and money. Each lending institution can set up its own decisioning criteria, enabling customers to customize the process in which ...
05/01/2007
7197484Asset management advice system and recording medium containing program of the system
The present invention provides a net trade advice system in which not only data such as stock prices is presented, but also asset management advice can be obtained as if a user is served by a professional adviser at the window, and transactions can be made. T...
03/27/2007
7165044Investment portfolio tracking system and method
Accounting and financial analyses are performed for an investment portfolio to produce comprehensive reports on the performance and/or current real net worth of this investment portfolio. These reports are generated in response to a user request that is received ove...
01/16/2007
7158951Dynamic computer software for trading securities
The invention relates to a computer-implemented method of trading securities, a computer-readable medium carrying one or more sequences of instructions for trading securities, and a computer program product for use with a graphics display device. The program determi...
01/02/2007
7143061Method for maintaining an absolute risk level for an investment portfolio
The present invention provides for maintaining an approximate absolute risk level for an investment portfolio while minimizing trading necessary to do so. A portfolio of long and short position assets can be obtained that is approximately logarithmic, in the sense t...
11/28/2006
7117175Method and apparatus for managing a virtual mutual fund
A method and apparatus system for managing virtual mutual funds. A plurality of investment managers manage a plurality of accounts for a plurality of investors. The investors directly hold assets in the accounts so that the investors may take advantage of any tax be...
10/03/2006
7107239Further improved system and methods for computing to support decomposing property into separately valued components
A computer and methods for valuing components temporally decomposed from property, and for producing documentation, including tax and insurance. In one variation, there is a separate market-based valuation of each of a plurality of components temporally decomposed f...
09/12/2006
7031937Method and apparatus for tax efficient investment management
A method and apparatus for automatically managing investment portfolios is disclosed which substantially tracks a selected index and automatically harvests tax losses. The system includes an accounting system for maintaining tax lot information for individual accoun...
04/18/2006
6684189Apparatus and method using front-end network gateways and search criteria for efficient quoting at a remote location
A computer-implemented method using front-end network gateways and search criteria entered at a remote computer terminal to conduct a search of multiple financial products for efficient quoting at a remote location. The method includes the steps of provid...
01/27/2004
6625582Method and system for converting a designated portion of future social security and other retirement payments to current benefits
A system and method for a beneficiary of Social Security payments or other retirement payments to access present value of future benefits to meet current financial and other objectives is provided. A financial institution is designated to be a direct depo...
09/23/2003
1    
 
Sign InRegister
Username  
Password   
forgot password?