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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 a...
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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...
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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...
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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...
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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 dis...
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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...
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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 abated...
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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...
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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...
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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...
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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...
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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...
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US20050131793 |
Automated tax cost basis
The invention discloses the use of a method for automatically accounting for stock events that may effect an investor's portfolio. The method involves providing a database that can be used to...
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US20070055605 |
Pension plan designs and methods for eliminating potentially age discriminatory accruals from cash balance pension plans
Defined benefit pension plans wherein an accrued benefit is capable of satisfying accrual rules of Internal Revenue Code Section 411(b)(1) using the 133 ⅓% rule of subparagraph B, that i...
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US20100228686 |
Structured financial products
A method of assembling a structured financial instrument, including electronic methods of pricing, selling, and administering the structured financial instrument are provided. A minimum deposit and...
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US20090106169 |
METHOD FOR ENABLING AMERICAN INDIAN TRIBES TO ATTRACT EQUITY CAPITAL INVESTMENT
A business method for deferring federal corporate income tax, whereby a pass-through entity, such as an LLC, is linked to an FT Corporation, which functions as a portable subset of a tribal...
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US20050197947 |
Method of converting delinquent assets to revenue or cash flow
A method for generating revenue and cash by agreeing to sell delinquent assets in a dynamic portfolio of delinquent assets on a periodic basis. An agreement is made to periodically sell a current...
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US20090024541 |
POWER PURCHASE METHODS, AGREEMENTS AND FINANCIAL INSTRUMENTS FOR TAX-ADVANTAGED FINANCING RESIDENTIAL RENEWABLE ENERGY EQUIPMENT
A business method is disclosed for tax-advantaged financing renewable energy consumer premises equipment (CPE) for installation and operation on a residential premises of a residential consumer....
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US20110178823 |
DEFRAYING TAXES ON CONVERSION OF TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT TO A ROTH INDIVIDUAL RETIREMENT ACCOUNT
A method for defraying taxes on conversion of a traditional IRA to a Roth IRA is disclosed. The method includes selling the holdings of the traditional IRA, purchasing a bonus annuity with proceeds...
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US20110218937 |
System and Methods for Management of Real Property
Computer systems and methods enable an individual to simulate real estate/financial transactions over time, provide accounting and cash flow management for management of real estate investments,...
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US20070106592 |
METHOD AND APPARATUS FOR COLLECTION OF PERSONAL INCOME TAX INFORMATION
An arrangement for organizing information for preparation of an income tax return is provided. The arrangement has a number of tax form sheets with each tax form sheet marked with a relevancy...
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US20050131794 |
Stock portfolio and method
One aspect of the invention is a method for investing. An equation is created using multivariate regression techniques to calculate a plurality of coefficients each associated with one of a...
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US20120005124 |
ROTH-AWARE FINANCIAL ADVISORY PLATFORM
A financial advisory platform that includes Roth contribution support is provided. According to one embodiment, a method is provided for identifying an alternative retirement savings strategy that...
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US20050086148 |
Investment structures, methods and systems involving derivative securities
A method for utilizing derivative securities is disclosed. According to one embodiment, the method includes steps for a first entity obtaining a call option from a second entity, wherein the call...
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US20060080147 |
Method of purchasing a product to avoid adverse selection
A method for providing automatic purchase of products, such as insurance products, by one or more third parties acting on behalf of a purchaser and for automatic deductions from an income source to...
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US20070282761 |
SYSTEM AND METHOD TO CALCULATE TAX LIABILITY OF A FOREIGN ENTITY
A system receives business data pertaining to a first entity where the first entity is associated with a second entity. The system creates first tax data associated with the second entity based on...
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US20090037347 |
METHOD AND APPARATUS FOR OFFERING, PRICING, AND SELLING SECURITIES OVER A NETWORK
The present invention relates to a system and method of offering, automatically pricing, preparing for sale, selling, and managing securities, such as municipal bonds, over a network, such as the...
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US20090157565 |
Method and System: [1] to Automatically Segregate Income that is (a) "Exempt From" from the Unrelated Business Income Tax, from Income that is (b) "Subject To" the Unrelated Business Income Tax; [2] to Create Leverage (without Debt Financing); and [3] to Control the Allocation of Investment Profits between Accounts and Investors; in order to Accelerate the Growth of Retirement Accounts and other Tax Exempt and/or Tax Deferred Entities and Accounts in compliance with the Unrelated Business Income Tax in 26 USC 511-514
Methods, structures and systems are disclosed which, in their separate parts and when used in combination: [1] provide a mechanism to automatically segregate according to its “tax c...
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US20090254488 |
Tax hedging financial instrument and trading platform
In accordance with the principles of the present invention, financial instruments to hedge in future tax rates are provided. The financial instrument comprises a financial contract that obligates a...
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US20080177677 |
Non profit fund raising methodologies with grant of options
This invention allows a donor to receive an immediate tax write off from their donation, yet still receive an interest in profits from future research funded by the donation, as a gift of out of...
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US20070299761 |
Real Estate Investment Techniques
The present invention relates to real estate investment techniques for facilitating foreign investment in domestic real estate assets.
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US20080071703 |
Tax resolution process and system
A tax resolution system and method are disclosed for identifying and implementing solutions to tax delinquency problems. A taxpayer who is delinquent is guided to provide pertinent data and...
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US20100010849 |
METHOD AND SYSTEM FOR TAX RISK ASSESSMENT AND CONTROL
A method of determining an enterprise risk for a tax exempt entity based upon data required to complete a tax form. The method includes the steps of organizing the data into a plurality of...
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US20110055115 |
ROTH-AWARE FINANCIAL ADVISORY PLATFORM
A financial advisory platform that includes Roth contribution support is provided. According to one embodiment, trade-offs between a current retirement savings strategy and an alternative...
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US20100063908 |
Estate Disposition Modeling
A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs....
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US20100153138 |
Offer in compromise method and system
A tax resolution system and method are disclosed for identifying and implementing solutions to tax delinquency problems. A taxpayer who is delinquent is guided to provide pertinent data and make...
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US20080071704 |
PC experience
PC Experience is a system and method for effectively presenting estate planning and charitable giving information to existing and potential donors of non-profit entity clients is provided. In...
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