What You Need To Know About Employee Stock Purchase Plan (ESPP)

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June 18, 2021

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.

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}What You Need To Know About Employee Stock Purchase Plan (ESPP)