Equity Compensation
ESPP Guide September 1, 2026
An overview of how employee stock purchase plans work, including enrollment periods, purchase mechanics, and the tax treatment of qualifying and disqualifying dispositions.
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Schedule a consultation All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Swan Wealth Management LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swan Wealth Management LLC an Investment Advisor in the States of Minnesota and Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Minnesota and Colorado or where otherwise legally permitted.
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Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.