RSUs, ESPP & Stock Options
“I don't understand the tax treatment of my ISOs?”
Incentive stock options often create tax questions because the timing of exercise, the sale of shares, and the holding period can each affect the result in different ways. The tax treatment can also depend on whether the shares were later sold in a qualifying or disqualifying manner, whether any alternative minimum tax issues came into play, and how the grant, vesting, and exercise records were reported by the employer. Brokerage statements, payroll forms, and the dates tied to each transaction are often important in sorting out the final picture. 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.
“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?”
“How are incentive stock options 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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