RSUs, ESPP & Stock Options

“What's the tax treatment for my non-qualified stock options?”

CommonDeep Dive · 60 min · $170

Non-qualified stock options often raise tax questions at more than one stage, since the timing of the grant, exercise, and any later sale can all matter. The tax treatment commonly depends on whether the options are exercised while still employed, how the spread between the exercise price and fair market value is handled, and whether the shares are held or sold soon after exercise. Reporting can also vary based on payroll withholding, W-2 information, and the broker records tied to the transaction. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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.