Tax Mistake #4: The Stock Option Tax Mistakes that Cost High Earners Thousands in Taxes

The Executive Financial Planning Podcast · Aug 26, 2026 · 5m

If you have stock options that show up on your W-2, there's a good chance you're paying taxes twice on the same income...and never noticing. Worse, the error tends to carry forward, quietly costing people year after year. In this quick episode, Matt breaks down exactly how it happens, how to catch it using your final pay stub of the year, and why you need someone who actually understands how equity compensation is taxed. Looking to connect with a financial advisor who actually understands your equity compensation? Connect with us at choosebalance.com/contact.