Understanding RSUs: Tax Strategies & Common Mistakes Explained!

In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister welcomes CPA Julie Merrill to dive deep into the world of Restricted Stock Units (RSUs).

With over 25 years of experience, Julie breaks down the basics of RSUs, their tax treatment, and common pitfalls to avoid. Learn about other forms of equity compensation, the significance of proactive tax planning, and how to avoid costly mistakes. Don't miss out on this comprehensive guide to managing your RSUs effectively!

RSU checklist: https://rsutips.com/

Julie's website: https://www.juliemerrill.me/

💡 Timestamps:

00:00 Introduction to Julie Merrill, CPA

01:07 Understanding RSUs: Basics and Importance

02:27 Other Equity Compensation Options

05:26 Tax Treatment of RSUs

11:30 Common Mistakes and Best Practices

24:25 Resources and Final Advice

Don't miss this valuable episode packed with tips to help you maximize your RSU benefits!

Visit us at www.bristertaxlaw.com to schedule a consultation.