ISO AMT tax is a real doozy. In fact, a lot of people are still confused about...
ISO AMT Tax: What You Need to Know
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ISO
Incentive stock options (ISOs) give employees the choice to purchase shares at a fixed price. With their special tax rules, ISOs have no regular income tax at exercise. However, the possibility of alternative minimum tax makes for a special planning concern.
If you sell your ISO shares one year after exercise and two years after grant, you have a chance of having all gains on the eventual sale taxed as long-term capital gains.
ISO Cashless Exercise Now vs. Wait & Exercise Later
Imagine a typical job searcher in Silicon Valley: She took a job at a tech...
ISO to NSO Conversion: Should You Convert Your Stock Options?
Ahh, the golden handcuffs. Those lovely things that keep you chained to your...
How to choose the right ISO exercise strategy for you
Understand your 5 strategic options and select the best one for your financial...
How to Avoid AMT on ISO Exercise With Lower Share Prices
It’s no secret at this point: We’re in a bear market, and stock prices are...
When Stock Prices Fall: Selling ISO Exercised in January
Sometimes, stock prices fall. Yes, even after you exercised them at the...
