What You Need To Know About Employee Stock Purchase Plan (ESPP)
Update: 2021-06-18
Description
Please visit my website for the full video transcript: https://tanphan.com/blog
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
TAN Wealth Management
Overview:
- What is an Employee Stock Purchase Plan?
- ESPP discount
- What is the compensation income?
- What is a qualified disposition and why does it matter?
- What is a non-qualified disposition and why does it matter?
- ESPP holding period
- Form 3922 and Form 1099-B
- Net Investment Income Tax (NIIT)
- ESPP common errors
- Common questions
- Strategies for ESPP
- Take advantage of the volatility in the stock price
Examples of companies that also offer ESPP are Facebook, Salesforce, Walmart, Apple, and Oracle.
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
TAN Wealth Management
Overview:
- What is an Employee Stock Purchase Plan?
- ESPP discount
- What is the compensation income?
- What is a qualified disposition and why does it matter?
- What is a non-qualified disposition and why does it matter?
- ESPP holding period
- Form 3922 and Form 1099-B
- Net Investment Income Tax (NIIT)
- ESPP common errors
- Common questions
- Strategies for ESPP
- Take advantage of the volatility in the stock price
Examples of companies that also offer ESPP are Facebook, Salesforce, Walmart, Apple, and Oracle.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
