Matches 1 - 50 out of 162 1 2 3 4 >


Match Document Document Title
US20120185412 METHODS AND INVESTMENT INSTRUMENTS FOR PERFORMING TAX-DEFERRED REAL ESTATE EXCHANGES  
Methods and investment instruments for investing in real estate are described wherein a portfolio of investment real estate is divided into a plurality of tenant-in-common deeds of predetermined...
US20110231341 Substantial Equity Content Trust Preferred ("SECTRS")  
A hybrid financial instrument, based on the traditional trust proffered structure, is designed to be more equity-like than debt-like. The financial instrument is designed to have permanence,...
US20120150769 MORTGAGE AND EDUCATION FINANCIAL OPTIMIZATION  
The invention relates to systems and methods for optimizing investments in view of anticipated education or mortgage expenses. One an allocation of assets among investments is determined, and...
US20070203819 SYSTEM, METHOD, APPARATUS AND PRODUCT FOR USE IN ASSOCIATION WITH TRANSACTIONS  
Systems, methods, apparatus and/or computer program products presented herein may be used in association with transactions. In one aspect, a method includes issuing a number of shares of a first...
US20120030142 System and Method for Managing Tax-Deferred Retirement Accounts  
A system and method of managing tax-deferred retirement accounts may allow a plurality of participants to invest in a portfolio having a plurality of exchange traded funds (ETFs) according to an...
US20150262304 Obligatory Methods And Systems For Generating Funds for Retirement And Special Needs  
The present invention comprises an obligatory method and system for accumulating an amount of money for retirement or for special needs. Everyone repeatedly purchases goods and services. The...
US20130066810 PARENT KID ROTH  
There is disclosed a child wealth-building computer-implemented financial planning tool on computer readable medium. In an embodiment, the tool includes computer executable instructions for...
US20140108300 METHOD AND SYSTEM FOR PROVIDING, ADMINISTERING, AND COORDINATING A DUAL-PURPOSE PROFIT SHARING PLAN  
A process and system where such process implements a definite predetermined formula to allocate a value of a life insurance contract owned by one or more parties to support a payment mechanism...
US20130066811 PORTFOLIO MANAGEMENT ANALYSIS SYSTEM AND METHOD  
An analysis system and method are provided in which out-of-bound accounts can be easily identified and rebalanced.
US20050137953 Asset planning and tracking  
A asset planning and tracking system plans and tracks progress towards a savings goal and analyzes the consumption of assets that are being used to satisfy the savings goal. The system may further...
US20120330862 Single-Stock Futures Contract (SSFC)  
The “invention” described in this Application is a method, process, structure, system and formulation describing one way how to produce a “financial instrument” which can simultaneously: (1)...
US20120023039 SYSTEM AND METHOD FOR TAX-ADVANTAGED FINANCING OF RESIDENTIAL RENEWABLE ENERGY EQUIPMENT  
A method and system are disclosed for tax-advantaged financing of renewable energy consumer premises equipment (CPE) for installation and operation on a residential premises of a residential...
US20110270782 SYSTEMS AND METHODS FOR DETERMINING INVESTMENT STRATEGIES  
An investment strategy determines changes of a value of an asset portfolio over the time of a study period. For each of the incremental periods of the study period, an exemplary embodiment...
US20110087623 MECHANISMS FOR BETTER DECISION MAKING AND OUTCOMES  
Methods and systems are disclosed for providing income to persons generally after retirement by addressing the risk of living too long in a way that collectivizes the risk generally avoiding...
US20130166476 Investment Guidance System Which Enables Individuals To Rate And Select Assets Based On Personal Investment Preferences  
An investment guidance system which enables individuals to rate and select assets based on personal investment preferences. The system comprises a method for receiving a request to rate a...
US20120023040 METHOD AND SYSTEM FOR REAL-TIME EQUITY RISK PREMIUM  
A process and integrated system for estimating a customized, ex-ante equity risk premium in real time or as of a user-specified historical date. A related database retrieves and processes selected...
US20120203713 SYSTEM AND METHOD OF MANAGING AN INVESTMENT ON BEHALF OF AN INVESTOR  
A system for managing an investment on behalf of an investor includes a monitoring module to monitor the performance of an investment over a predetermined period of time. A calculation module...
US20150074018 METHOD AND SYSTEM FOR AUTOMATICALLY IDENTIFYING TAX AGENCIES FOR REAL ESTATE PROPERTIES  
Computer-based systems and methods are disclosed for automatically identifying taxes for real estate properties. The systems and methods can automatically identify the tax agency and/or tax...
US20150242958 Counter-party license transaction (C.P.L.T.)  
A Business Method Invention, to transact an Independent Inventor's Intangible Assets into Industry of Inventor's native Nation. A Process means to convey license usage to top-most Governmental and...
US20130151439 Systems and Methods for Automated, User-Specific, Location-Based, Comprehensive Tax Burden Calculation, Analysis, and Display from a Personal Financial Profile  
An interactive query-based system provides user-specific, location-based, comprehensive tax burdens, based upon a taxable entity financial profile, for all locations in any user-designated...
US20140258180 FINANCIAL OPTIMIZATION SYSTEM AND METHOD  
The invention relates to investment optimizing systems and methods. Once an investor or investment advisor determines the appropriate asset allocation and there are both taxable accounts and at...
US20110161247 SYSTEMS AND METHODS FOR OPTIMIZING TAX  
Systems and methods for optimizing a tax consequence of an asset according to various aspects of the present invention may comprise a user interface, a database linked to the user interface, and a...
US20150199766 Method and System for Buying and Selling Property Tax Liens and Determining Property Tax Lien Price and Fair Value on a Secondary Market  
Method and system for buying and selling property tax liens and determining a property tax lien fair secondary market price are disclosed. The system comprises a terminal used to input parameters...
US20150262306 COMPUTER-BASED SYSTEM AND METHOD FOR PORTFOLIO OPTIMIZATION  
A computerized system, computer-implemented method, and/or computer-readable medium for analyzing of a portfolio of tax-lots to facilitate maximization or optimization of after-tax wealth over a...
US20070198390 SYSTEM 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...
US20130085967 Asset Investment Tool  
A method to maximize a post-mortem asset disbursement, the method receives information about one or more assets owned by an asset holder, selects a life expectancy from the group consisting of a...
US20130198015 Systems and methods for hedging of market exposure or harvesting of tax losses  
A system and associated method for conducting security transactions is provided for hedging of market exposure or harvesting of tax losses. A client device with a client interface is configured to...
US20120296851 METHOD FOR PERSONALIZED GUIDANCE FOR REFERENCE DATE DEPENDENT INVESTMENTS  
A system and method is provided to generate personalized savings recommendation and/or needed assignments of reference-date dependent investments. Recommendations and assignments are based on...
US20130282623 Tax Efficient Multi-Manager Equity Separately Managed Account  
A plurality of model portfolios is received. Each model portfolio is from a respective manager and includes a listing of securities and a respective weight for each security. The plurality of...
US20050234797 Principal retention options strategy computer support and method  
Machine, method, and manufacturer pertaining to a computer-aided constructing of a principal-protected investment indexed to a reference portfolio. The method can include the steps of: entering...
US20110289018 METHOD 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...
US20050289036 Method for securitizing retail lease assets  
The present invention provides a new form of financial instrument for securitization of retail automotive and light truck lease assets. The instrument is supported by secured notes that are...
US20110196813 Method of Reducing a Tax Liability Incurred by the Receipt of a Distribution Amount  
A method of increasing a realized portion of a plurality of monetary payments includes: creating a deferred income account; identifying a payout amount; receiving into the deferred income account...
US20110016062 TAX DEDUCTION APPARATUS AND METHOD  
An apparatus and method providing individuals and small businesses a simple and inexpensive way to collect information regarding their specific situation, identify and maximize available tax...
US20120265710 Method and system to evaluate and trade a liability for an uncertain tax position  
Method and system to provide an exchange to enable trading of liability for uncertain tax positions between a taxpayer and a counterparty. The exchange provides risk assessments and operates as a...
US20120303551 Funding Acquisition of University and Non-Profit Patent Portfolios  
A method for funding IP procurement for non-profits such as universities and other non-profits that conduct research, includes providing a fund to hold interests in intellectual properties of a...
US20090187512 Asset-backed investment instrument and related methods  
An asset-backed investment instrument that increases deferred tax liabilities for an investor and, therefore, is attractive to any investor that benefits from deferred tax liabilities, such as...
US20140006050 Method and System for Optimizing Savings Benefits  
A method is provided for optimizing savings in financial accounts, including healthcare and retirement accounts for an employee and or participant. The method includes receiving information about...
US20050114249 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  
A method whereby an individual can manage his own selected assets, receive the benefits from the selected assets and protect the selected assets from claimants by combining the features of a...
US20110246341 SYSTEM AND METHOD FOR TAX ALLOCATION TO PARTNERS IN U.S. PARTNERSHIPS  
A method and apparatus are provided which allocate a U.S. partnership's pass-through items of distributive income to partners (also called “tax allocations”). Data of a partnership's distributive...
US20110282806 METHOD AND APPARATUS FOR INVESTMENT ALLOCATION  
A method for identifying an allocation of investment resources among a plurality of investments to construct an investment portfolio for an investor, the method comprising: generating a...
US20140195461 DAILY EQUITY BASED TAX SOLUTION  
In a computer-implemented method for managing tax withholding liabilities, a notification of a non-standard compensation transaction is received. The non-standard compensation transaction is...
US20110173138 EQUITY BASED INCENTIVE COMPENSATION PLAN  
An equity based incentive compensation plan is established by acquiring shares of an equity security by grant and by purchase using funds loaned by a third party. The risk of the loan may be...
US20090276374 Investment portfolio analysis system  
An investment portfolio management system enables computation of hedging strategies (each including one or more hedging transactions) and presentation of the strategies to the investor. Each...
US20110264570 METHOD, SYSTEM, AND COMPUTER PROGRAM FOR PREDICTING TAX LIABILITIES AND BENEFITS  
A method, a system, and a computer program for suggesting to the user a tax event to reduce the user's tax liability. Embodiments comprise accessing known user information related to the user and...
US20080294574 TAX MANAGED BUY-WRITE FUND  
A system and method is provided for administering a tax-managed, buy-write investment fund having a plurality of units available for sale to the public. An index representing a first portfolio of...
US20090063366 Multi-Basket Structure for Exchange Traded Fund (ETF)  
A exchange-traded fund (ETF) has a multi-basket structure that allows shares of the ETF to be created using a different basket of assets than the basket of assets required to redeem shares of the...
US20090083197 PROPERTY INVESTMENT INSTRUMENT, SYSTEM, METHOD, PRODUCT, AND APPARATUS  
A property investment instrument for investing in a property includes at least one contractual agreement between a first entity and a second entity to share in the property, the property having a...
US20140250031 METHOD OF AND INFORMATION PROCESSING MACHINERY FOR RECOGNIZING, COMPUTING AND CAPTURING SUBSIDIZING PAYMENT CONTRIBUTIONS MADE BY PAYING CONSUMERS WHEN PAYING FOR SERVICES PROVIDED BY ORGANIZATIONS THAT ALSO PROVIDE SIMIMLAR SERVICES TO OTHERS IN FINANCIAL NEED IN A SUBSIDIZED MANNER  
Method of capturing, by registered, paying consumers, consumer subsidizing payment contribution based tax benefits across a plurality of tax-qualified organizations and institutions participating...
US20140258179 OPEN RETIREMENT ACCOUNT  
Methods, systems, and computer-readable media for providing an open retirement account are presented. An open retirement account may comprise of one or more financial accounts, for example, a...

Matches 1 - 50 out of 162 1 2 3 4 >