RSUs, ESPP & Stock Options

“My RSUs vested and my paycheck looks off, did I already pay the tax?”

CommonDeep Dive · 60 min · $170

When RSUs vest, the payroll entry can look unusual because the value is often treated as taxable compensation at vesting, while the broker and employer reporting may also reflect withholding and later sale activity. Whether tax was already covered can depend on the vest date, the withholding method used by the employer, and whether any shares were sold to cover taxes. It can also matter how the vesting appears on the paystub and year-end forms, since those records do not always line up in an intuitive way. 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.
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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.

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