The Leading Accounting and Tax Advisor to the Hedge Fund Community

Alpha Magazine

Latest Reports

July 30, 2014
Why Can't Eaton Spin-Off Its Vehicles Business?
Read More
July 30, 2014
Prepaid Variable Forward Contracts And Sec. 16(b) Of The Exchange Act
Read More
  • Become a Subscriber

    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

    Learn more about subscriptions
  • About Robert Willens

    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.

    Read more about Robert Willens
      • Alliance Bernstein
      • Liberty
      • Seagate
    View all Case Studies

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)