RSUs, ESPP & Stock Options

“What's the tax treatment of my incentive stock options?”

CommonDeep Dive · 60 min · $170

Incentive stock options often have a tax treatment that depends on several moving parts, including when the shares are exercised, when they are sold, and whether the sale is qualifying or disqualifying. The timing of income recognition can also be affected by the spread between the exercise price and the fair market value at exercise, along with possible alternative minimum tax considerations. Recordkeeping for grant dates, vesting, exercise notices, and sale confirmations is often important because those details can change the reporting picture and the way the transaction appears on a tax return. Walking the details through with a CPA is the fastest way to know what truly applies here.

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.