RSUs, ESPP & Stock Options
“Can you explain ISO taxation for my situation?”
ISO taxation often depends on several moving parts, including when the shares were exercised, when they were sold, and whether the sale was qualifying or disqualifying. The timing of each step can affect how the spread is treated, how it shows up on a return, and whether alternative minimum tax becomes part of the picture. The grant terms, the exercise price, the fair market value at exercise, and any later stock price changes also shape the outcome. In many cases, the brokerage records and employer statements do not tell the whole story, so the full transaction history matters. A CPA who reads your specifics can usually tell you, in plain English, where this lands.
In your 60-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“What tax rules apply to my ISOs?”
“I'm confused about the taxes on my incentive stock options?”
“How do I report my ISO taxes?”
“I don't understand the tax treatment of my ISOs?”
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My stock options vested and my paycheck looks off, did I already pay the tax?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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