The 22% Gap
Why your company withholds 22% on every RSU vest when you're probably in the 32% to 37% bracket, and how to close the gap before it turns into an April bill.
The RSU Tax Trap Masterclass · free and live
How tech employees with RSUs and stock options stop overpaying the IRS on their equity, without selling early or guessing.
Live with Lisa Brugman, EA, licensed by the IRS itself and winner of the 2024 BBB Torch Award for Ethics.
Tuesday, November 10 · 6:00 PM Pacific
Days
Hours
Mins
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Save my seat
Free · live online · about 60 minutes, with Q&A at the end
On Tuesday
Here's what you'll learn
The Basis Fix
Why the 1099-B your broker sends often shows the wrong cost basis on RSU and ESPP shares, and how that quietly taxes the same income twice.
The Vest Calendar
A simple 12-month plan for when to sell, hold, exercise or give, so RSUs, ESPP and ISOs stop surprising you.
Your host
Meet your host
Lisa Brugman, EA
Enrolled Agent · Founder, Lisa Brugman, EA & Associates
Lisa is an Enrolled Agent, which means she's licensed by the IRS itself to represent taxpayers. She's spent nearly 30 years in tax and financial services and has walked thousands of people through IRS audits.
Equity compensation is one of her specialties, because it's where smart, busy people quietly overpay. RSUs every quarter, maybe an ESPP, and still a bill every April nobody can explain.
Her rule is simple: only pay the taxes you legally owe and nothing more. Everything on Tuesday comes from the returns she fixes for clients every week.
2024 BBB Torch Award for EthicsLicensed by the IRSBBB A+
Nearly 30years in tax and financial services
1,000sof people guided through IRS audits
$6,638refund found for one client on an amended return
Free when you register
The Vest Day Checklist
9 things to check every time shares vest or sell, so the next vest doesn't turn into next April's bill.
Keep it open on Tuesday when we get to The 22% Gap.
Delivered in the WhatsApp group when you join
Clients and recognition
Real refunds, award-winning ethics
$6,638
refund from his amended 2021 return, plus less tax on 2022.
Lisa is very knowledgeable of the tax laws which allows her to provide sound advice for my business purposes!
Lisa has great attention to detail and provides thorough assistance.
Lisa is fantastic! Really knows her stuff and explains everything really well.
Before Tuesday
