Tender Offer Tax: How Selling Private Shares Is Taxed
How tender offer proceeds are taxed: capital gains on long-held shares, ordinary income above your 409A price, plus FICA and AMT traps for ISO, NSO, and RSU sellers.
Guides on ISO vs NSO stock options — exercise timing, AMT implications, early exercise strategies, and approaches to minimize your stock option tax bill.
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Optimize ISO exercise timing across 3-5 years