Posts tagged Alternative Minimum Tax
Understanding How The Alternative Minimum Tax Affects Your Incentive Stock Option Exercise Decisions
Understanding How The Alternative Minimum Tax Affects Your Incentive Stock Option Exercise Decisions

If you’ve been scouring the internet trying to wrap your head around the concept of the alternative minimum tax (AMT) and how it applies to your startup’s equity compensation you’ve probably come across at least one financial advisor, tax professional or journalist that has tried to scare you into believing that the AMT is a confusing mystery , far beyond the common woman or man.

Read More
Matthias GiezendannerIncentive Stock Options, Alternative Minimum Tax, ISOs, Tax Planning
Deciding Whether to Exercise ISOs by Considering the Health of Your Startup
Deciding Whether to Exercise ISOs by Considering the Health of Your Startup

The single most important factor in considering if and when to exercise your options is their underlying value when they reach full liquidity – either through being acquired, following an initial public offering (IPO), or when the team closes shop. The fundamental question is, ‘will my startup succeed?’ But how do you measure this trajectory?

Read More
Matthias GiezendannerIncentive Stock Options, Alternative Minimum Tax, Startups, Tax Planning, Financial Planning