Articles on Incentive Stock Options — AMT implications, exercise timing, ISO vs NSO tax comparisons, and strategies to minimize your tax bill when exercising.
18 articles
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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.
Your strike price determines your profit when exercising stock options. Learn how companies set it, the role of 409A valuations, what happens when options go underwater, and the tax implications.
The AMT is a parallel tax system that ensures high earners pay a minimum level of tax. Learn how it works, current exemption amounts, and why ISO exercises are the #1 trigger for tech employees.
Optimize ISO exercise timing across 3-5 years
