Tax planning strategies for equity compensation — AMT optimization, estimated payments, year-end timing, and exercise planning to reduce your total tax bill.
12 articles
QSBS exclusion rules under §1202 can wipe out federal tax on up to $10M (now $15M) of startup-stock gain after a 5-year hold. See the eligibility tests, the cap, and the 2025 OBBBA changes.
Bunching an ISO exercise or a big share sale into one year stacks your income into the top bracket and past the AMT break-even. Here's how to optimize equity taxes across multiple years by flattening income instead.
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Optimize ISO exercise timing across 3-5 years
