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.
Mark as Played
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!