Tax Archives - Vested Financial Planning-San Carlos, CA

4 Tax Strategies to Diversify Your Anthropic Equity Without Triggering a Huge Tax Bill

by Tom Lo | Aug 26, 2026 | Tax

Key Takeaways: Direct indexing enables you to strategically sell shares at a loss (tax-loss harvesting) so you can offset the tax on the gain in your Anthropic shares. When one of your investments drops, you can sell it to lock in a loss, which erases the tax...

How to Minimize AMT

by Tom Lo | Dec 16, 2021 | Tax

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,...

What is AMT?

by Tom Lo | Oct 20, 2021 | Tax

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...

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4 Tax Strategies to Diversify Your Anthropic Equity Without Triggering a Huge Tax Bill

How to Minimize AMT

What is AMT?

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