In lesson No. 4 in our Employee Equity Compensation Explained series, Walkner Condon Financial Advisors' Mitch DeWitt, CFP®, MBA, covers Employee Stock Purchase Plans – or ESPPs.
The CliffsNotes on ESPPs? It gives an opportunity for employees to purchase their company's stock, oftentimes at a discount. Depending on the company's plan, you might be able to purchase the stock at a discount of as much as 15%. To learn how that stock is ultimately purchased, what the offering period is, and what happens if – or when – you want to sell, follow along with Mitch.
Or, you can check out his full written piece covering the main types of equity compensation, including ESPPs, on our website by heading to the links section below.
LINKS
📰 6 Things to Know about Equity Compensation: [ Ссылка ]
▶ Subscribe to Walkner Condon's YouTube Channel: [ Ссылка ]
📤 Email Us: youtube@walknercondon.com
📅 Meet with an Advisor: [ Ссылка ]
–––––––––– Video Contents ––––––––––
0:00 - ESPP Intro
0:34 - ESPP & ESOP Are Different
0:47 - Employee Stock Purchase Plan Definition
1:08 - ESPP Discount Explained
1:30 - Electing to Participate in ESPP
1:45 - ESPP Offering Period
2:31 - Taxation Benefits of ESPP
3:12 - Selling Stock from ESPPs
3:25 - Need to Strategize around an ESPP?
3:40 - Disclosure
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