GLENN E FRANK
Accountancy in Burlington, MA
License number
Massachusetts 7886
Issued Date
Jul 1, 1983
Expiration Date
Jun 30, 2017
Type
Certified Public Accountant
Address
Address
Burlington, MA 01803
Professional information
Financial Optimization System And Method
US Patent:
2010007, Mar 25, 2010
Filed:
Sep 22, 2009
Appl. No.:
12/564574
Inventors:
Glenn FRANK - Burlington MA, US
International Classification:
G06Q 40/00
US Classification:
705 36 T, 705 36 R
Abstract:
An improved investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred or tax-free investment accounts, the invention will optimize/maximize the investor's ending after-tax asset accumulation, which is the objective of all investors. This is accomplished by allocating the chosen investment vehicles between the taxable and tax-deferred accounts in an optimum way. The invention runs on a computer system and searches for an allocation which results in a maximal return. Intelligent heuristics measure increased performance based on different asset allocations.
Mortgage And Education Financial Optimization
US Patent:
2012015, Jun 14, 2012
Filed:
Feb 16, 2012
Appl. No.:
13/398261
Inventors:
Glenn Frank - Burlington MA, US
International Classification:
G06Q 40/06
US Classification:
705 36 T
Abstract:
The invention relates to systems and methods for optimizing investments in view of anticipated education or mortgage expenses. One an allocation of assets among investments is determined, and education or mortgage costs are to be considered, systems and methods of the invention assist in optimizing a tax treatment by allocating the chosen investments from accounts based on the tax treatment of those accounts. The invention includes a computer system and methods of the invention run on a computer system.
Financial Optimization System And Method
US Patent:
2002001, Jan 31, 2002
Filed:
Apr 3, 2001
Appl. No.:
09/825426
Inventors:
Glenn Frank - Burlington MA, US
Jay Whittaker - Wellesley Hills MA, US
Jay Whittaker - Wellesley Hills MA, US
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
An improved investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred or tax-free investment accounts, the invention will optimize/maximize the investor's ending after-tax asset accumulation, which is the objective of all investors. This is accomplished by allocating the chosen investment vehicles between the taxable and tax-deferred accounts in an optimum way. The invention runs on a computer system and searches for an allocation which results in a maximal return. Intelligent heuristics measure increased performance based on different asset allocations.
System And Method For Optimizing Investment Location
US Patent:
6240399, May 29, 2001
Filed:
Jul 2, 1999
Appl. No.:
9/346602
Inventors:
Glenn Frank - Burlington MA
Jay Whittaker - Wellesley Hills MA
Robert Keller - Harvard MA
Jay Whittaker - Wellesley Hills MA
Robert Keller - Harvard MA
International Classification:
G06F 1760
US Classification:
705 36
Abstract:
An investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred investment accounts, the invention will optimize/maximize the investor's ending after-tax asset accumulation, which is the objective of all investors. This is accomplished by allocating the chosen investment vehicles between the taxable and tax-deferred accounts in an optimum way. The invention runs on a computer system and searches for an allocation which results in a maximal return. Intelligent heuristics measure increased performance based on different asset allocations.
Financial Optimization System And Method
US Patent:
2009007, Mar 12, 2009
Filed:
Oct 30, 2007
Appl. No.:
11/928945
Inventors:
Glenn Frank - Burlington MA, US
Jay Whittaker - Wellesley Hills MA, US
Jay Whittaker - Wellesley Hills MA, US
International Classification:
G06Q 40/00
US Classification:
705 36 T, 705 36 R
Abstract:
An improved investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred or tax-free investment accounts, the invention will optimize/maximize the investor's ending after-tax asset accumulation, which is the objective of all investors. This is accomplished by allocating the chosen investment vehicles between the taxable and tax-deferred accounts in an optimum way. The invention runs on a computer system and searches for an allocation which results in a maximal return. Intelligent heuristics measure increased performance based on different asset allocations.