FacultyFaculty/Author Profile
Robert Willens

Robert Willens

Robert Willens, LLC
President
New York, NY, USA


Robert Willens is the president of his own tax and accounting advisory service, whose flagship product, The Willens Reportsm, is available on his website, robertwillens.com. Previously, he was a Managing Director in the Equity Research department at Lehman Brothers, Inc. in New York for 20 years. Mr. Willens specializes in tax and accounting issues and in this capacity advised most areas of the firm regarding the optimal structures for corporate capital transactions and, in addition, has been instrumental in developing certain financial "products" with a view towards insuring that these products will provide clients with the desired tax and accounting results. Prior to joining Lehman Brothers, Mr. Willens was a tax partner in the New York office of Peat, Marwick, Mitchell & Co, which eventually became KPMG.

Mr. Willens is a prolific author and has written Taxation of Corporate Capital Transactions as well as over 600 articles for various professional journals including The Journal of Taxation, Tax Notes, The Journal of Accountancy, The Journal of Corporate Taxation and TAXES-The Tax Magazine. He is the author of the popular "Of Corporate Interest" column for Tax Notes. Mr. Willens has served on the Editorial Board of The Journal of Taxation of Investments and The Journal of Accountancy, respectively. He is also a highly regarded lecturer on tax and accounting topics and has served on the faculty of The University of Miami School of Law's Annual Institute on Mergers and Acquisitions, and The Practicing Law Institute. He is a frequent guest at seminars produced by The Texas State Bar Association, Georgetown University School of Law, New York University and Arizona State University.

For 15 consecutive years, Robert was named to Institutional Investor's "All-American" Research Team in the "Accounting & Tax Policy" category.  In the 2000 poll, Mr. Willens was cited as one of the 10 "most responsive" analysts on Wall Street and in the 2001 poll was recognized as one of the 10 leading analysts on Wall Street with respect to the attribute of "Industry Knowledge". In 2007, he was named one of the 10 leading analysts on Wall Street in the categories of "Written Reports" and "Investment Ideas". For a period of four consecutive years, Mr. Willens was named, by Accounting Today, as one of the 100 "Most Influential Accountants" in the United States. For 5 years Alpha Magazine named Mr. Willens the leading Accounting and Tax Adviser to the Hedge Fund community.

Mr. Willens has served, since 1993, as an Adjunct Professor (Finance Department) at Columbia University's Graduate School of Business where he teaches the course entitled "Investment Banking Tax Factors." He and his wife instituted the Robert & Jacqueline Willens Tax Research Project Award, which each year honors three of Columbia's most distinguished tax students. He is a member of the Board of Directors of Daxor Corp. and EGA Emerging Global Shares Trust and is the Chairman of the Audit Committee of each

Robert Willens is associated with the following items:
Treatise Chapters  Treatise Chapters Tax & Accounting Issues Biannual - Corporate Tax Practice Series , Wednesday, March 23, 2011
FASB Proposal: FASB Proposes an Overhaul of How We Account for Business Combinations - Corporate Tax Practice Series , Wednesday, March 23, 2011
FASB's Proposal for SPEs - Corporate Tax Practice Series , Wednesday, March 23, 2011
FASB Discloses Proposal to Change the Accounting for Business Combinations That Feature Contingent Consideration - Corporate Tax Practice Series , Wednesday, March 23, 2011
SFAS No. 142 Makes Its Debut - Corporate Tax Practice Series , Wednesday, March 23, 2011
SFAS No. 142 Disclosures Are Revealing - Corporate Tax Practice Series , Wednesday, March 23, 2011
FASB Decisions Continue to Erode Goodwill - Corporate Tax Practice Series , Wednesday, March 23, 2011
LiveSeminar  Live Seminar Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2012 , Wednesday, October 10, 2012 , New York, NY
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