AMT is the tax most ISO holders do not see coming. Exercise too many shares and you trigger an AMT bill on income you have not received yet. Exercise too few and you waste your incentive treatment. This hub covers the AMT crossover threshold, ISO exercise sequencing, qualifying vs disqualifying dispositions, and the AMT credit recovery path.
The decision tree we walk every ISO-holding client through: AMT thresholds, exercise-and-hold versus same-day sale, the cash-flow implications, and the qualifying disposition timer. Read this before you press the exercise button.
Read the guide →Run your numbers before you read anything else. The model in your head is rarely the model on paper.
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