Patents Assigned to Dynamic TaxOptimizer LLC
  • Computerized system and method for optimizing after-tax proceeds involving options
    Patent number: 7047217
    Abstract: A computerized system and method process financial securities and instruments, including options, derivatives, and bonds, to accurately determine and optimize the after-tax proceeds an investor could expect to have at the end of a holding period for each of a set of investment strategies and determines an optimal strategy for maximizing such after-tax proceeds.
    Type: Grant
    Filed: February 18, 2000
    Date of Patent: May 16, 2006
    Assignee: Dynamic TaxOptimizer LLC
    Inventor: David Richard Gottstein