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EquityFTW
EquityFTW
Home
About
Services & Fees
Employee Education
Articles
Categories
FAQ
Contact
Home
About
Services & Fees
Employee Education
Articles
Categories
FAQ
Contact
Avoid an ESPP Double Tax
Employer Stock Purchase Plans (ESPPs) EquityFTW 1/24/25 Employer Stock Purchase Plans (ESPPs) EquityFTW 1/24/25

Avoid an ESPP Double Tax

An ESPP Double Tax is when sales of your ESPP incorrectly show higher gains than what you actually have, resulting in potentially thousands of dollars of extra taxes. This article teaches you how to avoid this double tax mistake.

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When Should You Sell ESPP Shares?
Employer Stock Purchase Plans (ESPPs) EquityFTW 7/3/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 7/3/24

When Should You Sell ESPP Shares?

ESPPs if used properly can improve your finances. Determining when and how much to sell from your ESPP will be important factors in managing your ESPP.

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Questions Techies Should Ask Their Tax and Financial Advisors
Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-qualified Stock Options (NSOs), Employer Stock Purchase Plans (ESPPs) EquityFTW 7/3/24 Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-qualified Stock Options (NSOs), Employer Stock Purchase Plans (ESPPs) EquityFTW 7/3/24

Questions Techies Should Ask Their Tax and Financial Advisors

Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.

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Employee Stock Purchase Plan (ESPP) Basics
Employer Stock Purchase Plans (ESPPs), Basics EquityFTW 7/2/24 Employer Stock Purchase Plans (ESPPs), Basics EquityFTW 7/2/24

Employee Stock Purchase Plan (ESPP) Basics

Employee Stock Purchase Plans (ESPPs) are a great way to save, invest, and obtain equity. The more you learn about ESPPs, the more you’ll want to make the most of them.

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How Much Should I Contribute to My ESPP?
Employer Stock Purchase Plans (ESPPs) EquityFTW 7/2/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 7/2/24

How Much Should I Contribute to My ESPP?

How much you can contribute to your Employee Stock Purchase Plan (ESPP) can vary based on your circumstances and the company’s ESPP. In this article we discuss how much you should be contributing.

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Should I Max Out My ESPP?
Employer Stock Purchase Plans (ESPPs) EquityFTW 7/2/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 7/2/24

Should I Max Out My ESPP?

ESPPs can be powerful tools to build wealth, so how do you know if you should max it out? In this article we do a deep dive into whether you should max out your ESPP.

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What to Expect From Apple’s ESPP
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24

What to Expect From Apple’s ESPP

Apple’s ESPP provides participants an excellent way to save for the future. In this article we review how Apple ESPP’s has performed over the last several years and how participants can make the most of it.

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Nvidia’s ESPP is a Top Performer
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24

Nvidia’s ESPP is a Top Performer

Nvidia’s ESPP is one of the best in tech. With how rapidly Nvidia’s share price has increased, you’d be shocked at how much money Nvidia’s ESPP participants have made over the last 5 years.

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Salesforce’s ESPP is Worth Maxing Out
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24

Salesforce’s ESPP is Worth Maxing Out

ESPPs are great tools for growing your wealth. This article takes a deep dive into Saleforce’s ESPP to show why it’s worth utilizing.

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Adobe’s ESPP is the Best ESPP in Tech
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24

Adobe’s ESPP is the Best ESPP in Tech

Adobe’s ESPP is arguably their best employee perk. Over the past several years, its ESPP has performed extremely well. Even through COVID and bad markets in 2022 it’s performed at an elite level.

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ESPP Gain and Tax Calculator
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/28/24

ESPP Gain and Tax Calculator

Calculate the gains and taxes from your ESPP with our ESPP Gain and Tax Calculator.

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Dollar Tree’s ESPP is Almost Great
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/27/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/27/24

Dollar Tree’s ESPP is Almost Great

In this article we review everything about Dollar Tree’s ESPP. We discuss specific details for participants and discuss what’s missing to make it truly great for employees.

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ESPP Disqualifying Dispositions Explained
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/24/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/24/24

ESPP Disqualifying Dispositions Explained

If you’re planning on selling ESPP shares shortly after purchase, you’re going to cause a Disqualifying Disposition. In this article we’ll explain everything you need to know about them so you feel more comfortable with the decision.

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What Happens to ESPP Shares When You Quit?
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/23/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/23/24

What Happens to ESPP Shares When You Quit?

When you quit your job, what happens to your ESPP shares? This article breaks it down for you in a quick 4-5 minute read.

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Why You Should Participate in Your ESPP at IPO
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/21/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/21/24

Why You Should Participate in Your ESPP at IPO

ESPPs are great wealth-building tools. Participating in an ESPP at IPO provides a unique opportunity for significant wealth-building upside.

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How Does Lendtable’s ESPP Service Work?
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/21/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/21/24

How Does Lendtable’s ESPP Service Work?

Lendtable ESPP service helps you max out your ESPP so you can take advantage of the discount your company provides.

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When Can I Sell My ESPP Shares?
Employer Stock Purchase Plans (ESPPs) EquityFTW 6/20/24 Employer Stock Purchase Plans (ESPPs) EquityFTW 6/20/24

When Can I Sell My ESPP Shares?

In this article we dive into when you’ll be able to sell your Employee Stock Purchase Plan (ESPP) shares. Since your ability to sell ESPP shares will vary, we discuss the different options.

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How to Read an Employee Stock Purchase Plan (ESPP) Purchase Confirmation
Employer Stock Purchase Plans (ESPPs), Basics EquityFTW 5/31/24 Employer Stock Purchase Plans (ESPPs), Basics EquityFTW 5/31/24

How to Read an Employee Stock Purchase Plan (ESPP) Purchase Confirmation

The more you learn about your company’s ESPP, the more you’ll want to utilize it. Learn how to read a purchase confirmation while going through a real example from a real ESPP.

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