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Helping tech professionals make smart decisions with their equity compensation.
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Santa Clara University, B.S. Economics
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AMT and ISOs — San Francisco, CA | Comprehensive Financial Planning
The AMT paid on an ISO exercise is designed to be a prepayment of taxes that gets recovered in the future, but there are things to consider when triggering AMT with an ISO exercise to ensure you’re able to recover the extra taxes paid and don’t face any surprises down the road.
Taxation of Qualified and Non-Qualified ESPPs — San Francisco, CA | Comprehensive Financial Planning
Employee stock purchase plans are a popular benefit offered by public companies that allow employees to purchase company stock at a discount. The taxation of ESPPs is complicated, and hopefully, this primer will give you a clear understanding of how your ESPP shares might be taxed.
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