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...
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 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...
3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration
If you’re a Snowflake employee, you had the chance with Snowflake’s early release to sell 25% of your vested equity from 12/15 through 12/31/20. You face an even bigger decision in mid-March when you’ll have the opportunity to sell 100% of your vested equity when your...
