35
Tax planning services; tax preparation services; payroll
services, namely, payroll preparation services; bookkeeping
services
36
Financial management services; fiduciary management
services; investment management services; investment
advisory services; financial investment services in the
fields of US and international securities, real estate, oil
and gas and private investment funds; financial planning
services; estate planning services; estate trust management
services; insurance planning services, namely, insurance
consultation; banking services, namely banking and checking
account services; financial services in the field of money
lending; wire transfer services; bill payment services;
payroll services, namely, payroll tax debiting; appraisal
services, namely appraisal of securities and investment
portfolios; currency conversion services; advisory services
concerning philanthropic donations in the form of cash,
securities and other valuable assets
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