RSUs, ESPP & Stock Options

“How does the IRS tax my non-qualified stock options?”

CommonDeep Dive · 60 min · $170

Non-qualified stock options are often taxed based on when they are exercised and when the shares are later sold, so the timing of each step matters. The tax treatment can also depend on the difference between the option exercise price and the fair market value at exercise, along with whether the shares are held long enough for any later sale to be treated differently. Payroll reporting, ordinary income treatment, and capital gain treatment are common factors in the analysis, and the details often vary with the grant terms and your employer’s reporting. Working through the specifics with a CPA is the cleanest way to land on the right move.

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.