RSUs, ESPP & Stock Options
“I’m trying to understand my RSU tax situation?”
RSU tax treatment often depends on when the shares vest, whether any shares are withheld for taxes, and how the income is reported by your employer and broker. In many cases, the taxable amount is tied to the value on the vesting date, while later selling the shares can create a separate capital gain or loss based on the sale price and holding period. The details can also vary with supplemental wage reporting, state tax rules, and whether the account records match the payroll forms and brokerage statements. 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.
“What taxes apply to my RSUs?”
“Can someone explain the tax rules for 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 ESPP shares 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