Master Your Fortune.
The definitive tax modeling engine for ISOs and NSOs. Navigate Alternative Minimum Tax (AMT) and maximize your equity liquidation strategy.
The definitive tax modeling engine for ISOs and NSOs. Navigate Alternative Minimum Tax (AMT) and maximize your equity liquidation strategy.
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Understanding the distinction between Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) is the difference between wealth preservation and massive tax drag.
Alternative Minimum Tax (AMT) can trigger a massive bill even if you haven't sold a single share. If the spread is large, you might owe hundreds of thousands in cash.
NSOs are taxed as ordinary income upon exercise. The spread is added to your W-2 earnings, potentially pushing you into the highest 37% federal bracket instantly.