The Equity Compensation Guidebook

Equity Compensation Taxes 101, Ep 15


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On this week's episode, we're going to talk about one of the most essential components of equity compensation. Actually, it is one of the most important parts of any successful investing strategy... taxes. Who doesn't love talking about taxes? I have a mantra when it comes to investments and taxes— it's not what you make, it's what you keep— this is critical because if you lose a good portion of your investment returns to taxes every year you lose some of the effectiveness of compounding over time. None of us has complete control over our taxes. However, there are some things we can control, and today I'm going to cover some of the basics.

 You will want to hear this episode if you are interested in...

  • Common offerings you may have available to you [0:22]
  • Compensation income vs capital gains [4:52]
  • Differences in restricted stock [6:56]
  • 83b election [10:51]
  • Taxes on employee stock purchase plans [12:07]
  • This week’s FLASHBACK [15:31] 
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The Equity Compensation GuidebookBy Daniel Johnson