Latest / The Executive Financial Planning Podcast
The AMT Trap: How One Stock Option Exercise Can Blow Up Your Tax Return
You exercise your incentive stock options. You don't sell a single share. No cash ever hits your account — and then your accountant calls with a six-figure tax bill on a "gain" that exists entirely on paper. That's the Alternative Minimum Tax, and for anyone holding ISOs it's the most expensive surprise in equity compensation. In this episode, Matthew Daugherty sits down with AJ Ayers — partner at Brooklyn FI and one of the sharpest minds working in incentive stock options — to break down how AMT gets triggered, why the spread between your strike price and fair market value becomes a tax…
The skinny
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