Should I sell my ESPP shares now or hold for better tax treatment?

Question

Kohari Gonzalez Oneyear & Brown · Accepted Answer

ESPP shares can create a mix of ordinary income and capital gain treatment, so the timing of a sale often depends on when the shares were acquired, how long they have been held, and whether the sale is a qualifying or disqualifying disposition. The company purchase discount, any payroll withholding  For an answer applied to your exact numbers, bring this question to a licensed KGOB CPA in a focused session and leave with a clear next step.