The Willens Reportsm

Welcome - The Latest Willens Report


Death Benefits Classified As Income In Respect Of A Decedent
June 14, 2024
The decedent was the proprietor of an insurance agency which sold insurance primarily for M and U. The decedent executed a separate contract with each insurance company. The co...

"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

Out-Of-State Affiliate Was Physically Present In Washington
June 14, 2024
TP is a distributor of tangible personal property based outside of Washington. TP operated as a subsidiary of P until...when TP was merged into...P. TP makes primarily wholesal...
Testamentary Conveyance Of Leased Realty Was A Change In Ownership
June 14, 2024
The property is a commercial building and lots. The property has been owned by the Taylor Trust and MBH as tenants in common. On July 1, 1985, they leased the property to B for...
Option Agreement Not Set Aside Under A "Conduit" Theory
June 14, 2024
In 1948, two cousins, EG and NFS, started a road construction company, GF. Six years later, they incorporated petitioner. The sons, VG and NFJ, joined the business during the 1...
National Bank Of Canada To Acquire Canadian Western Bank
June 13, 2024
National Bank of Canada, ("NA") and Canadian Western Bank, ("CWB"), announced that they have entered into a definitive agreement, (the "Agreement"...