DO MORE WITH YOUR MONEY

What is the Wash Sale Rule and How Does it Impact Equity Compensation?


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In this episode of the podcast "Do More With Your Money," host TJ van Gerven discusses the wash sale rule and its implications for equity compensation. He explains what a wash sale is and how it can inadvertently be triggered with equity compensation such as restricted stock, stock purchase plans, and stock options. The consequences of triggering a wash sale are explored, including the disallowance of losses and complications in tracking cost basis and taxes. The episode concludes with an invitation for listeners to reach out with any questions on equity compensation.

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DO MORE WITH YOUR MONEYBy T.J. van Gerven

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