Stock Options Guides

ISO vs NSO: Tax Differences, AMT Risk, and Which Is Better for You

A detailed comparison of Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) covering tax treatment at exercise and sale, AMT implications, the $100K annual limit, and holding period requirements.

Mike Navarro·April 4, 2026·15 min read

#ISO#NSO#Stock Options+2 more

Disqualifying Disposition: What Happens When You Sell ISOs Early (and When It's Smart)

A disqualifying disposition is selling ISO shares before meeting the holding period. Learn the two requirements, tax consequences, and when selling early is actually the better strategy.

Mike Navarro·April 4, 2026·13 min read

#ISO

ISO vs NSO: Tax Differences, AMT Risk, and Which Is Better for You

Disqualifying Disposition: What Happens When You Sell ISOs Early (and When It's Smart)

Run the Numbers for Your Situation

ISO AMT Calculator

RSU Tax Calculator

Strike Price (Exercise Price): What It Is, How It's Set, and Why It Matters

Estimated Tax Payments After ISO Exercise: Avoid the AMT Penalty

Stock Options Tax Calculator: ISO and NSO Tax Impact Compared

IPO Lock-Up Period: What Happens to Your Shares and Tax Strategy

When to Exercise Stock Options: Timing Strategies for Maximum Value

Exercise Stock Options Before IPO: Tax Implications and Strategy Guide

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83(b) Election Calculator

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