We also offer deeply specialized services, such as custom White Papers, highly sought-after Opinion Letters, and Expert Witness work. Our boutique, personalized service ensures that your products will be produced by Bob Willens himself. As a nationally recognized auther, they will be of the highest quality, and produced in a very time efficient manner. Contact us at 646-620-6092 to engage us for any of the below:
- Opinion Letters Selecting Robert Willens LLC for an Opinion Letter is selecting excellence, and in many ways they are our flagship product. We’ve produced scores of Opinions, a large proportion of which addressed the Federal income tax consequences of spin-offs or split-offs. Opinions regarding such are in particular demand because of the I.R.S.'s reluctance to issue rulings that cover such transactions. Our Opinions address each of the requirements needed to achieve tax-free treatment. As a result of the I.R.S.'s reticence, it’s become standard operating procedure for corporations to seek Opinion Letters for these transactions.
- White Papers We’ve authored many White Papers. One of our more well known was commissioned by Oneok and MMP. Our MMP paper identified the subtle, yet substantial, tax benefits the deal structure was offering the partners, and explained in simple language, its benefits. Our clients were grateful for the clarification our White Paper provided prior its shareholder vote, especially in the face of opposition to the deal from a dissident investor.
- Bespoke Research We readily customize research to your specific needs, such as detailed analysis of a particular tax or accounting situation. We proudly provide this detailed work in a very efficient manner.
- Expert Witness Services Our many years on Wall Street mean we are often called upon as experts for tax litigation. Our deep and intricate knowledge of the tax law enables us to serve as a forceful advocate, as well as provide strong Expert Reports.
