FacultyFaculty/Author Profile
Robert Willens

Robert Willens

Robert Willens, LLC
President
New York, NY, USA


Since 2008, Robert Willens has been 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 1,000 articles for various professional journals including The BNA, 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 has spoken at seminars produced by Lehigh University, 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.”  In 2008, Columbia named him Adjunct Professor of the Year.  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.  Mr. & Mrs. Willens also instituted The Willens Scholarship at Queens College.  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 SFAS No. 142 Makes Its Debut - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
Tax & Accounting Issues Biannual - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
FASB Proposal: FASB Proposes an Overhaul of How We Account for Business Combinations - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
FASB Decisions Continue to Erode Goodwill - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
SFAS No. 142 Disclosures Are Revealing - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
FASB Discloses Proposal to Change the Accounting for Business Combinations That Feature Contingent Consideration - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
FASB’s Proposal for SPEs - The Corporate Tax Practice Series (2018 Edition), Thursday, February 15, 2018
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