Taking advantage of employer-issued incentive stock options (ISOs) can potentially put a lot of money in your pocket.
But to come out a winner, you’ll have to make some important decisions.
To make them wisely, you’ll need to understand the impact of both the regular federal income tax and the alternative minimum tax (AMT) on your ISOs.
Want to find out more about this extremely important subject? We’ll make everything crystal clear when you read my new article titled Tax Tips: Know This About Employer-Issued Incentive Stock Options (ISOs).
Here’s just some of what you’ll learn when you
- How to define and meet your tax-planning objectives
- The two types of employer stock options
- Why ISOs deliver two major benefits
- How to take advantage of the AMT and avoid problems
- How to use a totally legal plan for avoiding the AMT (if it makes sense for your personal situation)
- The tax results from disqualifying disposition of ISO shares
- Why understanding the term “disqualifying disposition” is so important
- AMT results from disqualifying disposition of ISO shares
- How to avoid the unfair AMT hit
- Why to watch out for the wash-sale rule when used along with a disqualifying disposition
- And more!