RSUs, ESPP & Stock Options
“I'm trying to decide whether to sell my RSUs now or hold them for taxes?”
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 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.
“Should I sell my RSUs now or keep them for better tax treatment?”
“Do I sell my RSUs now or hold them for better taxes?”
“Is it better for me to sell my RSUs now or wait for better tax treatment?”
“Should I cash out my RSUs now or hold them longer for tax reasons?”
“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.
Back to the full library