The Tax Man of Wall Street

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    The Willens Report contains unique insight into the complex world of tax and accounting.  Robert Willens’ astute knowledge in this area is legendary and provides essential information for Hedge Fund Managers, Lawyers, Accountants, Arbitrageurs, Corporate Tax Directors, and University Professors

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    Mr. Willens specializes in interpreting tax and accounting issues and their effects on Corporate Capital Transactions, Mergers & Acquisitions, Private Investments, Real Estate and REITs.  In addition, he has been instrumental in developing financial products which help provide clients with the desired tax and accounting results.

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Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes…

Judge L. Hand, Helvering v. Gregory, 69 F.2d 809 (2nd Cir. 1934)