Hi, I’m Daniel, CFP®, EA

I write about employee stock options and equity compensation in a way that is easy to understand.

Tax Rates on Qualifying Dispositions of Incentive Stock Options May Offer a Tax Buffer – But Watch Out for Investment Risk

Table of Contents What Is an Incentive Stock Option?The Alternative Minimum Tax on Incentive Stock OptionsThe Impact of AMT on Qualifying Dispositions Versus Disqualifying DispositionsHow the AMT Credit Impacts Your Incentive Stock OptionsThe Timing of When You Pay Taxes Due and Other Cash Flow...

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Whether you’re trying to figure out how to exercise your stock options or how those stock options may impact you at tax time, here are some resources to help.

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