RSUs, ESPP & Stock Options
“I got RSUs and don’t understand the tax side, can you help?”
Restricted stock units often create tax questions because the taxable moment can depend on vesting, whether shares are sold right away or held, and how payroll withholding is handled. The answer also often turns on the value of the shares on the vesting date, any later gain or loss after vesting, and how the brokerage reports the transaction on year-end forms. In some cases, the timing and reporting can feel straightforward, but the details can vary based on the employer plan and the employee’s overall income picture. 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 RSUs, when do I owe tax on them?”
“What taxes apply to my RSUs?”
“I’m confused about the tax treatment of my RSUs?”
“Do my RSUs count as taxable income, and when?”
“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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