Incentive Stock Option (ISO) Planning Guidelines

According to the NASPP, Incentive Stock Options (ISOs) are now rarely granted to employees of publicly traded companies, yet they are still popular with pre-IPO private companies. Consequently, advisors may encounter clients or prospects with ISOs that want to take advantage of the lower Alternative Minimum Tax (AMT) tax rates on these grants and optimizing for tax efficiency. Financial advisors often turn to us for an easy way to deal with Incentive Stock Options. Unfortunately, there is no simple way...

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