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Maximize Your Equity And Benefits In Tech [Part 9] - Taxes (ESPP)

Selling stock from your Employee Stock Purchase Plan (ESPP) can lead to very different tax outcomes depending on timing. Here are the core points from the lesson:

  • A disqualifying disposition (selling within 1 year of purchase or 2 years of the offering date) results in ordinary income tax on the discount and short-term capital gains on additional profits
  • A qualifying disposition (selling afte
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