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I wish I knew this before Exercising My ISOs
Exercising ISOs can change your life — or cost you thousands in taxes. Learn the proven framework to make smarter stock option decisions by focusing on financial merit, risk, and your long-term goals.
The 3 Best Times to Exercise Your Stock Options (and How to Minimize Taxes)
Exercising stock options at the right time can cut your tax bill from 42% to 0%. Learn the 3 best times to exercise ISOs, how calendar and company events affect your taxes, and a shortcut to simplify the decision.
How to pay $0 tax on $100k of ISOs (step-by-step)
Learn a practical, step-by-step strategy to avoid AMT on ISO exercises and tax-smart ways to sell your options — with examples and next steps.
How to Legally Avoid Paying 42% in AMT When Exercising ISOs
AMT can push your tax rate up to 42% when exercising incentive stock options. Learn why AMT is optional, how to avoid it, and when paying AMT is actually smarter for your long-term wealth.
Avoid the IRS Estimated Tax Penalty: Guide for Tech Employees
Millions of tech employees quietly lose thousands each year to a hidden IRS tax penalty. Here’s how to spot it, remove it, and avoid it for good.
RSU Taxes: 4 Hidden Traps That Could Cost You Thousands (and How to Fix Them)
RSU taxes are filled with hidden traps that cost tech employees thousands—sometimes even leading to double taxation. In this post, you’ll discover four of the most common RSU tax mistakes, how to fix them with IRS-approved strategies, and simple ways to automate your tax savings. Learn how to protect your stock, cut your RSU tax bill by up to 50%, and keep more of what you’ve earned.
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