How to Advise Clients on Restricted Stock Units

"The tax law generally treats the vesting of the units as a paycheck and so should the client," said Dina Lee, President of Colony Family Office and Managing Director of The Colony Group Metro New York Offices. "The shares will have been fully taxed, so immediately selling the shares received will not result in additional tax consequences." Lee also advises having clients clear any sale of their RSUs through company counsel.

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