Mid Year Review for Employees with Stock-Based Compensation
Why a Mid-Year Review Matters: Stock-based compensation events—such as vesting of restricted stock units (RSUs), exercising stock options, or selling shares—can create significant and sometimes unexpected tax liabilities. Proactive planning can help avoid surprises, save taxes, avoid penalties, and help build your wealth. Action Steps: Review Upcoming Vesting and Exercise Dates: Identify any RSUs, stock […]
