RSUs, ESPP & Stock Options

“Do my RSUs count as taxable income, and when?”

CommonDeep Dive · 60 min · $170

RSUs often create taxable income when the shares vest, because that is usually the point when the value becomes available to the employee, though the exact treatment can depend on how the grant is structured and whether any shares are withheld for taxes. The timing can also affect payroll reporting, W-2 amounts, and later capital gain or loss when the shares are sold. Factors such as vesting schedules, employer withholding practices, and whether the shares are held or sold right away commonly shape the outcome. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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.