Alternative Minimum Tax Archives - Page 2 of 4

Why Waiting to Exercise Your Incentive Stock Options May Increase The Alternative Minimum Tax

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Alternative Minimum Tax, Incentive Stock Options

Incentive stock options are unique in that the longer you wait to exercise, the costlier it may be to exercise and hold your shares. That’s not because exercising the incentive...

How to Exercise Incentive Stock Options to the AMT Crossover Point

by Daniel Zajac, CFP®, EA | Last updated May 19, 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 May 27, 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,...

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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...