Stock Comp
“I hold a highly concentrated stock position with massive unrealized capital gains, what are the exact tax benefits of transferring these shares into a Charitable Remainder Trust?”
Life eventStrategy Session · 90 min · $240
Equity comp is taxed in ways your paycheck hides. Understanding what was already withheld — and what wasn't — prevents an unwelcome April surprise.
In your 90-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.
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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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