Case #3:
Restructuring Compensation
for tax savings upon termination

Restructuring & Optimizing RSUs

I devised a strategy of restructuring a private equity client’s RSUs into hybrid units upon his being transferred to a different tax jurisdiction (hybrids are a vehicle which I invented that combine capped RSUs with stock options). This resulted in the client saving over $25,000,000 in taxes on eventual payout when the business was sold and his employment terminated.

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