Business management consultancy services; Business management consultancy and advisory services; Tax consultation; Tax consulting services; Tax preparation; Tax preparation services provided via telephone, the Internet, and in-person; Tax and taxation planning, advice, information and consultancy services; Income tax consultation; Income tax preparation

Estate planning; Financial advisory and consultancy services, namely, charitable planning advice; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others while optimizing available tax benefits;; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning