DSU programs add value to compensation packages that can help keep management and directors intact throughout a company’s evolution. With taxation deferred until DSUs are redeemed, covering the necessary income tax may be too onerous to pay out of pocket. At Schvarcz Wealth Management, our solution is to trigger a partial or full sale instead, providing all parties with a simple and easy fix.
Forward the DSU Vest directly to us.
Issue a Treasury order to fund the account for the number of shares that need to be liquidated.
We execute the trade.
Once complete, we will confirm trade details and settlement date.
Proceeds are released, remaining shares (if any) can be issued directly to the employee.
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