ISO Taxes: How AMT and AMT Credits Work + Avoiding AMT on ISO Exercises
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
Tax planning and wealth building strategies from Kristin McKenna, CFP®. Tax-conscious wealth planning is critical for any high-income taxpayer: asset location and tax-efficient investing, stock option and equity compensation exercise and sale strategies, qualified small business stock, retirement income tax planning and bucketing strategies, deferred compensation, employer plans for business owners, charitable tax planning and donor-advised funds, reducing taxable income, changes in tax law.
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
Updated for 2026. Donating appreciated stocks to charity can be a great way to maximize your tax benefits and charitable goals. When you donate cash
How is a brokerage account taxed? Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b).
What is capital gains tax? When you sell an asset like a stock or a home, your gain could be taxable. The tax rate will
The IRS released the 2026 401(k), 403(b), and SEP IRA contribution limits. There are changes to nearly all the contribution and income limits, including new
The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax
When’s the best time to exercise your stock options? With stock options, employees have the right (not obligation) to buy the shares. When you exercise
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. A stepped up basis can apply
Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. There