Subscription Information

For over two decades at Lehman Brothers, Robert Willens provided invaluable guidance on groundbreaking accounting and taxation issues, as well as high profile transactions. He's worked intimately with the world’s most astute investors and largest corporations, assisting them in navigating the thicket of tax and accounting conventions that frequently influence the “situations” in which they invest. Now you too have the opportunity to profit from Robert’s legendary advice. There are investment gains to be garnered from having the best possible intelligence regarding the most inscrutable part of a transaction, its tax and accounting pitfalls. A subscription to Robert’s site will provide you with access to “real time” tax and accounting analysis of deals and new accounting and taxation pronouncements. Access to this information provides extraordinary insight into the complex tax and accounting considerations that hedge funds, arbitrageurs and corporate tax directors encounter in the course of plying their trade. For those of you who know Robert, you are already aware of what an acclaimed and prolific writer he is. If you are new to Robert’s site, please keep in mind that he publishes in excess of over 150 articles yearly. As the world becomes smaller and the deals become larger, we expect this output to only increase. Join now for access to this singular information.

Platinum Subscription

Allows access to The Willens Report, Robert’s real-time, online newsletter, as well as all bulletins and our new premier product, The Willens Deal Survey. This exclusive monthly report details the tax consequences of recent deals in the marketplace in a streamlined, easy to read format. Platinum Service also provides Robert’s exceptional, personal consultations and private conference calls, which include updates & discussions on all the latest tax & market issues.  The annual subscription fee for Platinum Service is $75,000.

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Your contact information will be sent to our subscription department. Please add to your email safe list/contacts and you will be sent an email with payment arrangements. If you have any questions, please call 212-771-1278.

  • Terms & Conditions

    "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."

Robert Willens Report

Case Studies

Read how Robert’s recent reporting on proposed tax legislation clarified issues regarding AllianceBerstein and helped its stock recover from a negative fall. Learn More

What are the “anti-Morris Trust” rules? When can a corporation be acquired
in a tax-free spin-off?  Robert illuminates these issues and the spin-off of
Realogy by Cendant. Learn More