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Ignore Non-Voting Preferred Stock At Your Peril
March 21, 2025
Assume a corporation has issued and outstandingboth voting common stock and non-voting preferred stock. The non-voting preferred stock, by value, represents a suitably sm...

"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

Housing Provided To A Torah Reader Is Exempt From Taxation
March 21, 2025
The petitioner, Harrison Orthodox Minyan, Inc., is a religious not-for-profit corporation which operates a modernOrthodox Jewish synagogue, (the "synagogue").&n...
Indirect Sales Between Related Persons
March 21, 2025
Petitioner owned 500 shares of WPE, Inc., (WPE), which she bought on October 2, 1947 for $8,853.20; and 610 shares of NYWS, Inc., (NYWS), which she bought on December...
E-Rate Reimbursement Requests Constitute "Claims"
March 21, 2025
The "E-Rate" program subsidizes internet and other telecommunications services for schools and libraries across the U.S. The program disburses funds-- collected fr...
Sirius XM's Internet Radio Service Not Subject To Sales Tax
March 20, 2025
Sirius XM, ("SXM") challenges the Department's determination that the retail sales tax applies to subscription internet radio service. The parties dispute whether...