ISO Articles

AMT Calculator for Stock Options: Find Your AMT-Free Exercise Limit

Use our AMT calculator to find the maximum number of ISOs you can exercise without triggering Alternative Minimum Tax. Includes 2026 exemption amounts and a step-by-step example.

Mike Navarro·March 11, 2026·9 min read

#AMT #ISO #Stock Options+2 more

Tax Planning

Quarterly Estimated Tax Guide for Equity Compensation

Complete guide to quarterly estimated taxes for equity compensation. Due dates, safe harbor rules, and penalty calculations for RSU, ISO, NSO, and ESPP income.

AMT Calculator for Stock Options: Find Your AMT-Free Exercise Limit

Quarterly Estimated Tax Guide for Equity Compensation

Run the Numbers for Your Situation

ISO AMT Calculator

RSU Tax Calculator

How Equity Compensation Affects Your Tax Return: RSUs, ISOs, and 83(b)

Estimated Tax Payments After ISO Exercise: Avoid the AMT Penalty

Washington Income Tax: No State Tax, But Watch Out for the Capital Gains Tax on Equity

Texas Income Tax: Why No State Tax Doesn't Mean No Tax Planning for Equity Compensation

New York Income Tax: 2026 Brackets, Rates & How NY Taxes Your Equity Compensation

California Income Tax: 2026 Brackets, Rates & How CA Taxes Your RSUs and Stock Options

Multi-Year Planner

83(b) Election Calculator

IPO Lock-Up Planner