RSUs, ESPP & Stock Options
“What happens tax-wise with my ISOs?”
Incentive stock options often create tax questions at two different points, when the options are exercised and later when the shares are sold, and the result can depend on the exercise price, the market value at exercise, and how long the shares are held. In many cases, the timing of the sale, whether any alternative minimum tax is involved, and whether the shares are sold in a qualifying or disqualifying way can affect the reporting. The company’s grant details, your income level, and your overall tax picture often shape how the transaction is treated. A short conversation with a CPA can sort out what applies to your specific numbers.
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 tax rules apply to my ISOs?”
“I'm confused about the taxes on my incentive stock options?”
“How do I report my ISO taxes?”
“I don't understand the tax treatment of my ISOs?”
“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.
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