S1E3 - The Six-Figure RSU Mistake Your Advisor Keeps Making (And Why You Pay for It Every April)

The Executive Financial Planning Podcast · Jul 28, 2026 · 14m

You've been overpaying the IRS for years, and your advisor and accountant both missed it. If you’re paid in RSUs, the same reporting error could be quietly taxing your income twice. In episode three of our series, host Matt Daugherty shows you exactly where to look on your own return to see if this has been happening to you, and what you should do if it has.