Mr. Shurberg serves both private equity and corporate clients considering investments in the banking and capital markets, asset management, and insurance sectors. His practice spans the life cycle of a corporation's capital raising and divesting activities, including public and private acquisitions, divestitures, stock offerings, corporate restructurings, leveraged buyouts, and financings. Mr. Shurberg also participates in the review of the tax treatment of financial transactions in connection with tax provisions for several large clients.
Mr. Shurberg earned an M.B.A. from Columbia Business School where he was elected to Beta Gamma Sigma, and he graduated summa cum laude from the Wharton School of the University of Pennsylvania. Mr. Shurberg is a Certified Public Accountant.
Education:
M.B.A., Columbia Business School
B.A., Wharton School of the University of Pennsylvania, summa cum laude
Tax Management Portfolios™
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Taxation of Non-Equity Derivatives (Portfolio 187)
The Portfolio, Taxation of Non-Equity Derivatives, No. 187, reviews the U.S. federal income taxation of derivative transactions other than equity derivatives.