by Springwater Wealth | Mar 7, 2019 | Newsletter
If you’re a participant in your employer’s Employee Stock Purchase Plan, you’ll receive an IRS Form 3922 to help you file your taxes. In this article, we’ll review what form 3922 is, why it’s important, and what you may need to do to help your accountant file your...
by Springwater Wealth | May 1, 2018 | Newsletter
Imagine that someone has worked for forty years for a company, and is retiring with a pension and shares of stock in that company. If you are among the majority of Americans who do not have a company pension, you might find this scenario rather appealing. But, if that...
by Springwater Wealth | Aug 29, 2017 | Financial Planning, Investment Management, Services, Wealth Management
What is an ESPP? An Employee Stock Purchase Plan (or “ESPP”) allows you to purchase shares of your employer’s stock at a discount. ESPP’s are only available for employees of publicly traded companies. How does an ESPP work? The ESPP has an enrollment period during...
