Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Equity compensation can be a powerful wealth-building tool — but without careful tax planning, it often becomes a hidden tax trap.Every year, we meet clients who thought selling their company stock was simple: “I’ll just sell my RSUs when they
Selling RSUs or ESPP Shares Without a Tax Plan: How to Avoid Overpaying the IRS Read More »
Last reviewed September 30, 2026. The rules below still reflect current California law. Moving out of California can change how your stock awards are taxed. This guide explains California equity compensation rules for restricted stock units (RSUs), incentive stock options (ISOs), nonqualified stock options (NSOs) and employee stock purchase plans (ESPPs). In short, California taxes
California Equity-Based Compensation Guidelines – Move from CA to Other States Read More »
What are restricted stock units (RSUs)? When companies offer equity to employees, they usually offer stock options (like ISOs or NSOs) or restricted stock units (RSUs). You typically don’t get to choose which type of stock you receive; instead, what you receive depends on your role and the size, stage, and preferences of your company. But regardless of
How do I verify capital gain for ESPP and RSU? Read More »
