Hitting you with a bigger tax bill
than expected
With huge consequences of the wrong decision
As the value grows more
over time
RSUs are an important part of your compensation, but they can come with hefty tax bills if you’re not prepared. We help you understand how taxes affect your RSUs, from when they vest to when you sell them. This includes figuring out the taxes due at vesting, planning for capital gains when you sell, and tackling any extra taxes like Medicare if needed. Our approach gives you a clear, personalized plan to make sure your RSUs fit into your overall financial goals while keeping your taxes as low as possible.
Managing RSUs isn’t just a one-and-done decision—it’s something that needs attention as your career, goals, and tax laws change. We work with you regularly to adjust your strategy, ensuring it stays up to date with your evolving situation. We also provide tools to help you keep track of vesting schedules and deadlines, so you’re always on top of things. Our advice is straightforward and focused on helping you make smart, long-term decisions without letting emotions get in the way.
Selling your RSUs at the wrong time can mean paying more in taxes than necessary or missing out on better opportunities. We help you decide when to sell by looking at both the tax impact and your financial goals. For example, we’ll figure out if it makes sense to hold your shares for a year to get lower long-term capital gains rates or if selling right after they vest works better for your situation. We also help you plan around big events like buying a home or changes in income to make sure your approach is smart and efficient. Timing is key, and we ensure your decisions are thoughtful and informed, not based on guesswork or emotions.
Your RSUs are just one piece of your financial picture. We ensure they work seamlessly with your overall plan, whether you're saving for a home, planning for retirement, or building long-term wealth.
We simplify complex decisions by tailoring advice to your specific situation. You'll know exactly when to sell or hold based on your financial goals and tax considerations.
Making decisions about your RSUs can be stressful, especially with taxes and market changes to consider. We provide clear, practical advice to help you avoid costly missteps and stay focused on your long-term goals.
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We’ve seen clients lose millions by not knowing how to plan for and handle their RSUs. Don’t let that happen to you. Schedule a quick call today and see how we can help.
595 Market Street
10th Floor
San Francisco, CA 94105
