Prompt: Please review the employment documents for my client, Jordan Adams, who received an offer from FinWise Technologies, Inc. that included a grant of 40,000 RSUs on September 1, 2021. These RSUs vested over four years with a one-year cliff and are now fully vested and delivered as of September 1, 2025. Based on the offer letter, vesting schedule, and RSU grant agreement, please identify and explain the tax implications my client should be aware of. This should include when and how income was recognized, which portions are considered ordinary income versus capital gains. Also are there any other QSBS or qualified stock treatments available?
2. Upload your clients RSU Agreement and RSU Vesting Schedules.
3. Review TaxGPT's analysis for tax implications.
4. Use TaxGPT Co-Pilot to generate a client-facing memo or email outlining the findings.
Prompt: Write an email to my client Jordan Adams explaining the tex implications
of the RSU vesting as well as the ordinary income and capital gain components.
5. Expand the window to view the email and edit as necessary.
6. Quickly send the memo to your client or team.
