A complimentary live Q&A on IPO and RSU tax, for anyone holding company stock when the shares start to trade. Bring your questions. Leave knowing what to check before the money moves.
Taylored Tax will email you the Zoom link, a reminder and the full recording, questions included, then a few short follow-up notes on IPO and RSU tax, including a year-end check-in. Unsubscribe anytime. Privacy
Know what withholding covers and what's left for April, while there's still time to plan.
Some choices have a deadline. We show which ones are worth weighing.
Thirty of the 45 minutes are your questions.
A scenario our clients tend to face. A single filer earns a $500,000 salary. $2,000,000 of RSUs settle in 2026. The employer withholds federal income tax at 22% on the first $1M of RSU income and 37% above it. Standard deduction, no other income.
| Federal income tax the RSUs add | about $737,000 |
| Federal income tax withheld on them | $590,000 |
| Still due | about $147,000 |
Some employers withhold 37% on the whole settlement once it passes $1 million, which the rules allow, and that closes this gap. Check what yours did. State tax is separate.
Sources: IRC 83, IRC 3402, Treas. Reg. 31.3402(g)-1, IRS Pub. 15 (2026), Rev. Proc. 2025-32.
Ask about IPO, RSU and stock option tax, or the tax side of having most of your net worth in one stock. We answer straight, with our opinion. Your own numbers go to a Tax Discovery Call. Your CPA stays your CPA.
Co-founder, Taylored Tax.
Co-founder, Taylored Tax. Author of The Million Dollar Tax Problem, out February 2, 2027.
Enrolled Agent is the highest credential the IRS awards, with unlimited rights to represent taxpayers before the IRS.
Taylored Tax is a tax strategy firm. Our work is designed to find you the maximum savings the law allows.
Nothing. The session is complimentary.
People with RSUs, options or founder shares in a company going public or recently public, and their spouses. It helps most if your tax bill this year could reach six or seven figures.
We talk tax, not stock picks.
No. Anthropic's IPO is in the news, and OpenAI and SpaceX come up in the same coverage, but the tax rules are the same for any company. We are not affiliated with, sponsored by or endorsed by any of them. We won't ask where you work.
Sign up anyway. Everyone who signed up gets the full recording, questions included.
Yes, when you book a Tax Discovery Call. On the webinar, we keep it general.
Yes. We read it aloud with no name, and it’s on the recording everyone who signed up gets. Your camera and mic stay off. Zoom keeps typed questions in a report we can pull. Leave out names, employers and amounts, and join with your first name only.
No. We work alongside your CPA.
This session is general education, not tax, legal or investment advice for your situation. Examples are based on what our clients tend to experience; your plan is built on your facts. We don't practice law.