RSUs, ESPP & Stock Options
“I don't understand the taxes on my stock options, can you help?”
Stock options can create tax questions at several stages, and the answer often depends on the type of option, when shares are exercised or sold, and whether the value changed between grant, exercise, and sale. In many cases, the timing of income recognition and the reporting on a W-2 or brokerage forms can affect how the transaction is treated. The details also tend to vary based on whether the options came from employment, whether the company is public or private, and what records are available for the grant and exercise dates. A targeted review with a CPA can turn the uncertainty into a clear next step.
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.
“I have non-qualified stock options and I don't get the tax treatment, can you explain?”
“What's the tax treatment for my non-qualified stock options?”
“Can you break down the tax rules for my non-qualified stock options?”
“How does the IRS tax my non-qualified stock options?”
“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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