RSUs, ESPP & Stock Options
“How do taxes work for the equity compensation I have?”
Equity compensation is often taxed differently depending on the type of award, such as RSUs, ESPP shares, or stock options, and the timing of taxation can vary based on vesting, exercise, and sale events. In many cases, the amount reported on a W-2 or brokerage statement, the holding period, and whether shares were sold immediately or later all affect the tax picture. Other factors can include ordinary income treatment versus capital gain treatment, as well as any state tax reporting that applies. A focused session can map this against your actual situation in plain English.
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.
“How are my RSUs, ESPP, and stock options taxed?”
“I have equity comp and I don't know how it's taxed, can you explain?”
“My RSUs, ESPP, and stock options confuse me for taxes, what does this mean?”
“How is my mix of equity compensation taxed on my return?”
“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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