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Is Berry Global Group's Spin-Off Safe?
November 20, 2024
On November 4, 2024, Berry Global Group, Inc., (B), completed the spin-off of its health and hygiene business. The spin-off was (i) intended to be tax-free; and (ii) part of a...

"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

Convertible Shares Not Considered A "Collectible"
November 20, 2024
Sponsor M (SM) established Trust T (TT). TT issues units ("Shares"), each representing an undivided interest in, and ownership of, TT's net assets. The Shares are...
Clerical Error Did Not Invalidate A Notice Of Deficiency
November 20, 2024
Plaintiff, ("P"), is a Delaware limited partnership headquartered in Massachusetts. P has elected to be taxed as a 'C' corporation for U.S. federal income tax...
Section 1211(b) Does Not Provide A "Standalone" Capital Loss Deduction
November 20, 2024
During 2002, MR and MRS (the "Ws") each owned 50 percent of CyberAdvice, ("CA"), a partnership for federal income tax purposes.  ...
Amusement Park Rides Were "Fixtures"
November 20, 2024
TP operated a themed amusement park, (the "Park"). TP submitted a refund request for BTPP tax paid, contending that certain items of property...were in fact "fix...