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Dow Chemical To Engage In "Reverse Morris Trust" Transaction
March 27, 2015
The Dow Chemical Company (DOW) and Olin Corporation (OLN) have announced a definitive agreement pursuant to which "a significant portion of DOW's chlorine value chain&...

"Robert Willens LLC is neither a registered investment advisor nor a broker/dealer. Subscribers and/or readers are advised that the information contained in The Willens Report is not to be construed or relied upon as investment, tax planning, accounting and/or legal advice, nor is it to be construed in any way as a recommendation to buy, hold or sell (short or otherwise) any security or any other form of investment. All opinions, analyses and information contained herein is based upon sources believed to be reliable and is written in good faith, but no representation or warranty of any kind, express or implied, is made herein concerning any investment, tax, accounting and/or legal matter or the accuracy, completeness, correctness, timeliness and/or appropriateness of any of the information contained herein. Subscribers and/or readers are further advised that the Company does not necessarily update the information and/or opinions set forth in this and/or any subsequent edition of The Willens Report or any version thereof. Readers are urged to consult with their own independent professional advisors with respect to any matter analyzed herein. All information contained herein and/or this website should be independently verified."


Recent Reports

"Parsonage Allowance" Only Covers One Home
March 27, 2015
From 1996 to 1999, PD and LD, husband and wife, owned more than one residence, a principal residence and a lake house. PD, an ordained minister, worked for PDM, Inc.,...
Analyzing Kraft's "Special Dividend"
March 26, 2015
H.J. Heinz Holding Corporation (HJH) and Kraft Foods Group, Inc. (K) have entered into a definitive merger agreement for the purpose of creating "The Kraft Heinz Company,&...
"Rebates" Reduce Basis
March 26, 2015
Funds are organized as portfolios of series funds under the laws of State A and State B. Each qualifies as a "regulated investment company" (RIC).
Attribution to Trusts
March 25, 2015
A trust and one of its beneficiaries, Mr. A, owned all of the stock in X Corporation, (X). None of the stock owned by Mr. A is constructively owned by the other benef...