I'm excited to introduce the Equity Divestment Plan! My goal with the Equity Divestment Plan is to help you make the most out of your equity by selling the right shares and holding on to the others, without the pressure of committing to an AUM or ongoing financial planning relationship.
I’ve always had the belief that filing an 83(b) election alongside an early exercise of stock options is a must. But are there situations where not filing the 83(b) election makes more sense? Here, I’m setting out to challenge my long-held belief.
If you exercised ISOs when the price was higher than it is now (or it’s a situation you could find yourself in), be wary of an obscure situation that could lead to a big tax surprise: the wash sale.
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.
