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.
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It turns out Incentive Stock Options are not unlike this playground seesaw. By taking advantage of the characteristics of your options, you can both leverage funds you have earmarked for option exercise to increase income while also protecting yourself from the underlying company stock’s potential downside.
Read MoreThe 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 MoreEducation costs continue to significantly outpace inflation and the price of college seems to have doubled since I attended just over a decade ago. But college isn’t the only expense our kids will be facing. They’ll get married, they’ll buy homes, and they’ll need a first car. How do we plan for these things now so we can employ tax savings and maximize our money’s buying power?
Read MoreI can think of no better way to begin this blog than with a discussion on being smart about being generous. There are few areas that I get as excited to talk about as the tax benefits of giving away equity. If you regularly give cash to a charity, and have appreciated stock in your taxable brokerage accounts, I have an alternative for you to consider.
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