RSUs, ESPP & Stock Options
“How do RSUs affect my federal and state taxes?”
RSUs often affect both federal and state taxes in more than one stage, and the exact treatment depends on the vesting event, the value of the shares when they vest, and whether the shares are sold right away or held after vesting. In many cases, the vesting value is reflected in wage income, while any later gain or loss from a sale can be treated separately. State tax results can also vary based on where you live, where you worked when the RSUs vested, and whether you moved during the grant period. 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 taxes apply to my RSUs?”
“Can someone explain the tax rules for my RSUs?”
“Do my RSUs count as taxable income, and when?”
“I got RSUs and don’t understand the tax side, can you help?”
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My ESPP shares 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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