How to Minimize AMT

How to Minimize AMT

Transcript: Hi, my name is Tom Lo. I’m with Vested Financial Planning. I’m here to help you understand how can you save taxes on your ISOs and not pay any AMT? The way you save taxes on your ISOs is when you exercise and hold them for more than a year,...
How To Save Taxes On ISOs

How To Save Taxes On ISOs

Transcript: Hi, my name is Tom Lo with Vested Financial Planning. I’m here to help you understand how can you save on your taxes with your ISOs. The key way of saving taxes on your ISOs is by exercising and holding them for more than a year. If you exercise and...
What is AMT?

What is AMT?

Transcript: Hi, I’m Tom Lo with Vested Financial Planning. I’m here to help you understand what AMT is. AMT is Alternative Minimum Tax and the way I help clients understand AMT is that you can think of it as a parallel tax calculation. Every time you do...
What are ISO’s?

What are ISO’s?

What are ISO’s? Transcript: Hi, I’m Tom Lo with Vested Financial Planning. I’m here today to help you understand what are ISOs. ISOs or Incentive Stock Options are simply the right, but not the obligation to buy stock in your company. The key thing...