Capitalizing on Opportunity. Sharing the Upside.

Salary and bonuses are just two parts of the executive compensation picture. Many C-level and senior executive positions come with valuable equity opportunities, and these can be structured in a variety of different ways. Equity compensation can provide excellent potential for appreciation, combined with lower capital gains treatment, but it can also be poorly structured so that key benefits may be lost or subject to much higher taxation.

As a Boston executive employment attorney with more than 25 years of direct experience in tax, contracts, executive compensation and employee equity, I can help you maximize your equity position and increase your ability to achieve the maximum benefit and tax favored treatment from your equity opportunity. Contact me, the Massachusetts executive equity attorney, at rob@attorneyadelson.com or call 617-875-8665.

Finding the Right Mixture — Achieving Optimal Tax Position

I know the intricacies of tax law, particularly with regard to how it impacts executive equity compensation. Armed with an LL.M. in taxation from NYU, in addition to a J.D. degree, I can offer a high level of professional tax advice that few employment attorneys can match. This means I know how to use tax laws to your advantage and can help you find the sweet spot to maximize what you actually get to keep. Specifically, I can assist you in:

  • Arranging front-end equity for tax-favored opportunity
  • Developing the right mixture of stock, restricted stock, incentive stock options, no-qualified options, phantom stock and stock appreciation rights in your package
  • Developing strategies to meet issues of IRC Section 409A, IRC 280G and 4999 and golden parachute payment taxation and other challenges of U.S. tax law
  • Protecting options at exit in the event of severance and termination or other dislocation issues
  • Leveraging equity opportunities in relation to other elements of compensation and bonuses
  • Utilizing equity alternatives in family businesses and other settings in which actual stock ownership is not to be shared or cannot be shared

Tip: If you don’t achieve what you seek in your first negotiations, there may come a time when you can renegotiate terms of the agreement and equity from a position of greater strength.

Contact the Massachusetts Employee Equity Attorney

I can answer your most pressing questions about employee stock options, RSUs, profit interests and phantom stock plans, tax strategies and other elements of your current or potential equity compensation arrangements. Contact me, a Boston executive equity attorney, at rob@attorneyadelson.com or call 617-875-8665 to schedule an initial consultation.

More Information

Some of the executive equity compensation cases I have worked on:

Some of my publications on executive equity compensation