Incentive Stock Options

How to Exercise Incentive Stock Options to the AMT Crossover Point

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 2025 | Alternative Minimum Tax, Incentive Stock Options, Strategies for Maximizing Equity Compensation

Finding the best time and best strategy to exercise incentive stock options is difficult. Competing considerations on income tax, investment planning, and financial planning make it difficult to address the...

4 Ways to Lower the Alternative Minimum Tax when you Exercise Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 30, 2025 | Incentive Stock Options

When you exercise and hold incentive stock options, it’s very possible that you will be subject to the alternative minimum tax (AMT). This part of the tax code gets complex,...

Casual,Young,Man,Using,Laptop,With,Happy,On,Sofa,In

Incentive Stock Options and The Alternative Minimum Tax

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Incentive Stock Options

If you have incentive stock options, you’ve likely heard the term alternative minimum tax, or AMT. But what is the AMT, and how is it calculated? It’s a type of...

How to Sell Incentive Stock Options to Accelerate Alternative Minimum Tax Credits

by Daniel Zajac, CFP®, EA | Last updated Jul 30, 2025 | Incentive Stock Options

If you have incentive stock options, you may be familiar with the alternative minimum tax (AMT), and potentially the alternative minimum tax credit. The alternative minimum tax is a complicating...

Why an Early Exercise of Your Incentive Stock Options Might Be Your Best Bet

by Daniel Zajac, CFP®, EA | Last updated Jul 30, 2025 | Incentive Stock Options

If you have incentive stock options but haven’t made a plan for them beyond “I’ll figure it out later,” you may want to consider the alternatives, and the alternatives are...

What is a Disqualifying Disposition of Incentive Stock Options?

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

Incentive stock options, or ISOs, are a type of employee stock option. Often considered the favorable employee stock option as compared to non-qualified stock options, they may present an opportunity...

The Basics of Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

There are two types of employee stock options: incentive stock options, or ISOs, and non-qualified stock options, or NQSOs. Generally speaking, incentive stock options are the more complicated of the...

4 Strategies for Exercising Your Incentive Stock Options and the Tax Impacts of Each

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

Incentive stock options may be offered as part of an employee compensation package. In a best-case scenario, these options can offer an invaluable benefit to you as an employee. You...

Showing 25-32 of 32 results