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One strategy is to exercise as many options as you can until you would hit AMT (or an amount above AMT you are ok paying). You can do this each year until your
by psanford 6y ago
One strategy is to exercise as many options as you can until you would hit AMT (or an amount above AMT you are ok paying). You can do this each year until your expiration date comes up.
- s17n 6y agoNot sure this would apply here - I don't think that advisors get ISOs (but I could be wrong).
- stanleydrew 6y agoAdvisors get NSOs. You owe income tax on the spread between strike and FMV at time of exercise, regardless of liquidity in the underlying shares.