Articles on Incentive Stock Options — AMT implications, exercise timing, ISO vs NSO tax comparisons, and strategies to minimize your tax bill when exercising.
32 articles
California ISO AMT calculator for 2025: see your AMT-free exercise limit, the trap when you exercise too many shares, and worked numbers for three startup grants.
The best RSU tax calculators and equity comp tools in 2026, compared honestly by price, what they calculate, equity types, state coverage, and signup.
How RSUs and Incentive Stock Options differ in tax treatment, risk profile, exercise requirements, and which is better depending on your company stage and financial situation.
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.
A complete step-by-step walkthrough of the AMT calculation: AMTI, exemption, rates (26%/28%), and comparison to regular tax. Includes a $200K salary + $300K ISO spread worked example.
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.
Compare the tax impact of exercising ISOs vs NSOs with our free stock options tax calculator. See how exercise timing, holding periods, and AMT affect your bottom line.
Free equity compensation calculators for ISOs, RSUs, 83(b) elections, and IPO lock-up planning. Find your AMT-free limit, RSU withholding shortfall, and optimal exercise strategy.
The timing of your stock option exercise can save or cost you hundreds of thousands in taxes. Compare 4 exercise timing strategies with concrete examples.
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