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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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