Tag Archive: qualified disposition

Microsoft ESPP and Annual Vesting

I’ve had a few people ask so wanted to post something for everyone – especially considering I have a lot of content around selling covered calls such as: You Have An Employee… Read more >

Josh Maher August 24, 2013 ESPPAnnual Vesting, Ballmer, computershare, disqualified disposition, employee stock ownership plan, ESPP tax, form 11 espp, Microsoft Bonus, Microsoft ESPP, MSFT, non qualified stock options, qualified disposition 1 Read more >

Reporting ESPP taxes

Read the latest on managing your ESPP tax reporting. I know taxes are due any day now and you are wondering what the heck to do with your ESPP tax… Read more >

Josh Maher March 19, 2013 ESPPBest Buy ESPP, Call Option Strategy, Calls, Comcast ESPP, computershare, Covered Calls, disqualified disposition, Dividends, EMC ESPP, employee stock ownership plan, Employee Stock Purchase Plans, ESPP, ESPP tax, Fedex ESPP, Fidelity ESPP, fidelity tax, form 11 espp, GAP Inc ESPP, HP ESPP, Long Term Capital Gains, Microsoft ESPP, non qualified stock options, Options, qualified disposition, Sensata ESPP, Short Term Capital Gains, Texas Instruments ESPP, United Healthcare Group ESPP, UPS ESPP, Wells Fargo ESPP, Writing Covered Calls 46 Read more >