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Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
Manage episode 467802368 series 3281815
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In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from basic tax implications to advanced strategies for maximizing your equity compensation.
Key Timestamps:
0:28 - Introduction to Incentive Stock Options (ISOs) 10:26 - Why ISOs get special tax treatment 13:29 - Exercising ISOs: Common pitfalls and best practices 15:45 - Case Study: Recovering $50k in lost tax credits 23:52 - The 5% rule: When to exercise your ISOs 25:39 - Breaking down ISO exercises into manageable chunks 27:28 - AMT credits explained: Getting your money back 28:30 - Year-end timing strategies for ISO exercises 31:28 - How to avoid losing valuable tax credits
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#EquityCompensation #StartupLife #StockOptions #PersonalFinance #TaxStrategy #FinancialPlanning #WealthManagement #TechCompensation
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