RSUs, ESPP & Stock Options
“Is it better for me to sell my ESPP shares now or hold them longer 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 ESPP shares now or keep them for better tax treatment?”
“Do I sell my ESPP shares now or hold them for tax reasons?”
“I'm wondering if I should sell my ESPP shares now or wait for better tax treatment?”
“Should I hold my ESPP shares or sell them now to get better tax treatment?”
“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