What You Need To Know About Employee Stock Purchase Plan (ESPP)
What You Need To Know About Employee Stock Purchase Plan (ESPP)
What You Need To Know About Employee Stock Purchase Plan (ESPP)
Please visit my website for the full video transcript: https://tanphan.com/blogConnect 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.
From The Podcast
Your Trusted Advisor with Tan Phan, MSFP, CFP®
Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.comJoin Podchaser to...
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