{"id":624,"date":"2026-10-03T21:43:18","date_gmt":"2026-10-03T21:43:18","guid":{"rendered":"https:\/\/ctdtax.com\/?page_id=624"},"modified":"2026-10-03T21:43:18","modified_gmt":"2026-10-03T21:43:18","slug":"case-study-tech-ipo-equity-tax-strategy","status":"publish","type":"page","link":"https:\/\/ctdtax.com\/case-study-tech-ipo-equity-tax-strategy\/","title":{"rendered":"Case Study | Tech IPO Equity Tax Strategy"},"content":{"rendered":"
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SUMMARY<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Facing a 50%+ tax hit on $4.5M in vesting RSUs and ISOs, a tech executive needed proactive liquidity planning. Citadel Partners structured a multi-year strategy using ISO staging and a CLAT, securing <\/span>$1.12M in total tax savings<\/strong>.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n

<\/use><\/svg>CONTACT US<\/span><\/a><\/div>\n
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Navigating the Windfall: <\/strong><\/p>\n

Multi-Year Equity Mitigation Strategy for a Tech Executive\u2019s IPO<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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Who This Is For:<\/em><\/strong> Tech Executives & High-Income Individuals (RSUs, NQSOs, ISOs)<\/em><\/p>\n

Our Core Services:<\/em><\/strong> Strategic Tax Blueprint, Private Client Group<\/em><\/p>\n

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The Client Challenge<\/span><\/h3>\n

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A Senior Vice President at a pre-IPO enterprise software firm was facing a massive liquidity event. With $4.5M in dual-trigger RSUs vesting upon the company’s public debut alongside exercise-and-hold ISOs, the client was looking at an estimated federal and state tax bill exceeding 50% on peak income. Their prior tax preparer only offered year-end compliance reporting, leaving the executive entirely unprotected against a massive tax hit.<\/span><\/p>\n

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The Citadel Strategy<\/span><\/h3>\n

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Citadel Partners custom tailored <\/span>a<\/span> <\/span>Strategic Tax Blueprint<\/strong> to build a multi-year execution framework starting 12 months prior to the IPO date:<\/span><\/p>\n

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