RSUs, ESPP & Stock Options

“I'm confused about the taxes on my incentive stock options?”

CommonDeep Dive · 60 min · $170

Incentive stock options often create tax questions because the timing of the grant, exercise, and eventual sale can affect how the income is treated. The answer typically depends on the spread between the exercise price and the market value at exercise, whether the shares are held long enough after exercise, and whether any alternative minimum tax considerations apply. The employer plan terms and the way the stock is reported on payroll and brokerage forms can also matter. When the shares are sold, the holding period and sale price often shape whether the result is treated more favorably or more like ordinary income. Walking the details through with a CPA is the fastest way to know what truly applies here.

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.