The Shocking Truth About RSU Taxes EXPOSED! episode artwork

EPISODE · Feb 3, 2025 · 28 MIN

The Shocking Truth About RSU Taxes EXPOSED!

from The Wealth Planning Podcast with Brister Law · host blfwealthpodcast

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.

NOW PLAYING

The Shocking Truth About RSU Taxes EXPOSED!

0:00 28:56

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Wealth Planning Podcast with Brister Law?

This episode is 28 minutes long.

When was this The Wealth Planning Podcast with Brister Law episode published?

This episode was published on February 3, 2025.

What is this episode about?

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...

Can I download this The Wealth Planning Podcast with Brister Law episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!