Moving Top Talent and Managing Risk
Practice Expertise
- Executive Compensation/Employee Benefits
- Corporate
- Corporate Governance and Board Advisory
- Tax
Areas of Practice
- Corporate
- Corporate Governance and Board Advisory
- Executive Compensation/Employee Benefits
- Tax
- Executive Compensation / Employee Benefits View More
Profile
David’s legal practice focuses on executive compensation and employee benefits arrangements (including their related tax, accounting, securities and corporate governance aspects).
Relevant Experience
Corporate Representation: Advises private and publicly traded clients and their boards of directors on compensation and benefits matters, including:
- Drafting and maintaining equity, phantom equity and cash bonus plans
- Drafting CD&As
- Addressing issues under applicable federal securities laws
- Addressing listing requirements under NYSE and NASDAQ exchanges
- Advising on institutional shareholder expectations and requirements
- Advising pre-IPO companies on their compensation arrangements
- Drafting employment agreements and severance agreements
Transactions: Advises clients on compensation and benefit issues associated with corporate transactions, including:
- Tailoring of transaction documents
- Addressing incentive and retention issues
- Performing Section 280G analysis and associated benchmarking
Section 409A: Assists clients in compliance with all aspects of Section 409A and its application to traditional non-qualified deferred compensation arrangements, equity plans, employment and severance arrangements, bonus arrangements and reimbursement arrangements
ESOPs: Assists business owners in sale of stock to an employee stock ownership plan for various purposes, including business financing, seller deferral of capital gains taxes and implementation of succession strategies
Executive Representation: Represents executives in negotiations of their hiring or termination of employment
Bar Admissions
Education
JD, University of Notre Dame Law School, cum laude, Symposium Editor, Notre Dame Journal of Legislation, 2016BA, Economics, Brigham Young University, 2009
Areas of Practice
- Corporate
- Corporate Governance and Board Advisory
- Executive Compensation/Employee Benefits
- Tax
- Executive Compensation / Employee Benefits
Meet our Firms and Professionals
WSG’s member firms include legal, investment banking and accounting experts across industries and on a global scale. We invite you to meet our member firms and professionals.