Are you interested in a guide to ISO?
I have dealt with NSO before, which are fairly straightforward when it comes to taxes. I’m now dealing with ISO, which I have discovered is not so straightforward. Having spent hours doing research and coming up with formulas on how to optimize exercising to avoid AMT, I found myself wishing there was an easier way to figure all of this out. If you have ISO, do you understand the tax implications? If not, would you like a single place to learn about it and some tools to plan your exercising and sales? #stock #iso #stockoptions #options #taxes
Carta is pretty solid in this regard of calculating taxes and shit for you
Yeah it’s pretty good, but it didn’t work so well for me because I didn’t know what to put for “income”. Is that pretax? Pre deduction? Pre above the line exemptions? I had to do a lot of research on what to put in there.
Yeah