Why Does Exercising ISOs Lead To AMT?
Transcript: Hi, I'm Tom Lo with Vested Financial Planning. I'm here to help answer the question: Why does exercising your ISOs often lead to AMT? The reason why is because AMT treats different types of income differently. When you exercise your ISOs, the difference...
Why You Should Exercise ISOs Early in the Year
Transcript: Hi, I'm Tom Lo from Vested Financial Planning, and I'm here to help you understand why you should exercise your ISOs early in the year. The reason you want to exercise your ISOs early in the year? You can save on taxes and minimize the risk of paying...
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, then they...
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 hold...
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 your taxes, it...
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 to understand about...
TOM LO, CFP®, MBA
Vested Financial Planning
San Carlos, CA 94070
Phone: (650) 315-7372
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