WO2002027427A3 - Method and system for developing a tax-related strategy - Google Patents

Method and system for developing a tax-related strategy Download PDF

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Publication number
WO2002027427A3
WO2002027427A3 PCT/US2001/029845 US0129845W WO0227427A3 WO 2002027427 A3 WO2002027427 A3 WO 2002027427A3 US 0129845 W US0129845 W US 0129845W WO 0227427 A3 WO0227427 A3 WO 0227427A3
Authority
WO
WIPO (PCT)
Prior art keywords
strategy
structured process
computer
tax
developing
Prior art date
Application number
PCT/US2001/029845
Other languages
French (fr)
Other versions
WO2002027427A2 (en
Inventor
Dan S Trsic
Brenda Lacenski Daglisch
Original Assignee
Ge Financial Assurance Holding
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Ge Financial Assurance Holding filed Critical Ge Financial Assurance Holding
Priority to AU2001293026A priority Critical patent/AU2001293026A1/en
Publication of WO2002027427A2 publication Critical patent/WO2002027427A2/en
Publication of WO2002027427A3 publication Critical patent/WO2002027427A3/en

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Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance

Abstract

A structured process for developing a strategy for achieving a tax-related objective includes a series of principal steps, each of which includes one or more substeps. The principal steps may include : (1) generating one or more ideas pertaining to the strategy; (2) identifying the opportunity in which the strategy is presented, including defining the objective and business environment of the strategy; (4) performing technical analysis pertaining to the strategy; (5) making a final assessment of the feasibility of the strategy; (6) implementing the strategy; (7) reporting the results of the implementation (control); and (8) providing feedback regarding the execution of the strategy. A method is also provided for providing, accessing and using the structured process. The method can be implemented using computer technology by storing the information regarding the structured process in a database and using a computer (or network or computers) to access and utilize the information. The computer may include an output device for presenting information regarding the status of the structured process, including an indication of the level of completion of each principal step.
PCT/US2001/029845 2000-09-25 2001-09-25 Method and system for developing a tax-related strategy WO2002027427A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2001293026A AU2001293026A1 (en) 2000-09-25 2001-09-25 Method and system for developing a tax-related strategy

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US66814800A 2000-09-25 2000-09-25
US09/668,148 2000-09-25

Publications (2)

Publication Number Publication Date
WO2002027427A2 WO2002027427A2 (en) 2002-04-04
WO2002027427A3 true WO2002027427A3 (en) 2002-05-30

Family

ID=24681196

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/029845 WO2002027427A2 (en) 2000-09-25 2001-09-25 Method and system for developing a tax-related strategy

Country Status (2)

Country Link
AU (1) AU2001293026A1 (en)
WO (1) WO2002027427A2 (en)

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6473741B1 (en) 1998-10-26 2002-10-29 Samuel R. Baker Method and system for aggregation and exchange of electronic tax information

Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5991744A (en) * 1997-10-31 1999-11-23 Gary P. Dicresce & Associates Method and apparatus that processes financial data relating to wealth accumulation plans
US6115697A (en) * 1999-02-19 2000-09-05 Dynamic Research Group Computerized system and method for optimizing after-tax proceeds
US6161096A (en) * 1998-10-22 2000-12-12 Bell; Lawrence L. Method and apparatus for modeling and executing deferred award instrument plan
US6240399B1 (en) * 1998-12-24 2001-05-29 Glenn Frank System and method for optimizing investment location
US6253192B1 (en) * 1996-08-30 2001-06-26 The Quantam Consultancy Group (Proprietary) Limited Method of personal financial planning

Patent Citations (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6253192B1 (en) * 1996-08-30 2001-06-26 The Quantam Consultancy Group (Proprietary) Limited Method of personal financial planning
US5991744A (en) * 1997-10-31 1999-11-23 Gary P. Dicresce & Associates Method and apparatus that processes financial data relating to wealth accumulation plans
US6161096A (en) * 1998-10-22 2000-12-12 Bell; Lawrence L. Method and apparatus for modeling and executing deferred award instrument plan
US6240399B1 (en) * 1998-12-24 2001-05-29 Glenn Frank System and method for optimizing investment location
US6115697A (en) * 1999-02-19 2000-09-05 Dynamic Research Group Computerized system and method for optimizing after-tax proceeds

Also Published As

Publication number Publication date
WO2002027427A2 (en) 2002-04-04
AU2001293026A1 (en) 2002-04-08

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