RSUs, ESPP & Stock Options
“I’m confused about the tax treatment of my RSUs?”
RSU taxation often depends on when the shares vest, whether any tax is withheld at vesting, and how the value is reported on your W-2 or brokerage statements. In many cases, the fair market value at vesting is treated differently from any later gain or loss if the shares are sold afterward. The details can also vary based on your employer’s payroll setup, whether you held or sold the shares right away, and how the transaction appears on your year-end records. A CPA who reads your specifics can usually tell you, in plain English, where this lands.
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?”
“Do my RSUs count as taxable income, and when?”
“I got RSUs and don’t understand the tax side, can you help?”
“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