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Taxes, AMT, ISOs Riley Hale - Equity Specialist Taxes, AMT, ISOs Riley Hale - Equity Specialist

7 Tax Hacks for Incentive Stock Options

Incentive Stock Options were created by the government to give employees a tax benefit way build companies. Ironically, it’s one of the most booby-trapped forms of equity out there. As such, a few tips can go a long way. Here are 7 ways to reduce or avoid paying taxes on your incentive stock options.

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AMT, ISOs Riley Hale - Equity Specialist AMT, ISOs Riley Hale - Equity Specialist

These 7 AMT Questions Change EVERYTHING

Contrary to what you think, the Alternative Minimum Tax can actually be a really good thing. But it can negatively increase your tax bill. So is AMT good or bad? Yes. I'm going to ask 7 questions that can clarify whether AMT may be good or bad for your situation.

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ISOs, AMT Riley Hale - Equity Specialist ISOs, AMT Riley Hale - Equity Specialist

Incentive Stock Options: When to Exercise

You own incentive stock options and aren’t sure when to exercise. The timing here is extremely important. Exercising at the wrong time may subject you to a tax approaching a shocking 50 percent. And yes, one single day can make the difference.

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AMT, ISOs Riley Hale - Equity Specialist AMT, ISOs Riley Hale - Equity Specialist

How to Avoid AMT

The misunderstanding of AMT has caused thousands of employees to bolster hefty tax bills. Lucky for you…it might not be too late to prepare for and avoid AMT. Dive into the “why” and “what” behind AMT. Ultimately, discover strategies on how to avoid it.

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