ISO AMT Tax: What You Need to Know
ISO AMT tax is a real doozy. In fact, a lot of people are still confused about what it all means. We’re seasoned with working with tech employees who are frequently affected by things like ISO AMT tax, so we wanted to help you understand how these tax laws will affect you if you choose […]
ISO Cashless Exercise Now vs. Wait & Exercise Later
Imagine a typical job searcher in Silicon Valley: She took a job at a tech company, and part of her compensation package was ISO (incentive stock options), but she assumed they wouldn’t be worth anything, so she didn’t bother with them. But then, suddenly, the company improved and an IPO was on the horizon. She […]
ISO to NSO Conversion: Should You Convert Your Stock Options?
Ahh, the golden handcuffs. Those lovely things that keep you chained to your current job until the IPO. They’re not so bad if your company is going to IPO in a year or two, but with more and more companies delaying their IPO, it puts startup and private company employees in a pickle. Here’s why: […]
How to choose the right ISO exercise strategy for you
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.24.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Understand your 5 strategic options and select the best one for your financial plan. Incentive stock options (ISOs) are one of several types of equity compensation you may receive as a tech employee. […]
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 going down for A LOT of companies. ???????? And while we certainly hope there’s no serious long-term damage done to investor portfolios, there is a silver lining for tech employees with ISO (incentive stock options): Because the market has fallen […]
When Stock Prices Fall: Selling ISO Exercised in January
Sometimes, stock prices fall. Yes, even after you exercised them at the beginning of the year with 100% confidence that the price would go up and you’d make a lot of money. ???? So when your investment plan with your stock options is going to poo ⬇️ ????, what do you do? When you exercised […]