Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise
The Liquidity Event | Money and Finance with Shane and Ally Jane
Release Date: 02/21/2025
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The Liquidity Event | Money and Finance with Shane and Ally Jane
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The Liquidity Event | Money and Finance with Shane and Ally Jane
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The Liquidity Event | Money and Finance with Shane and Ally Jane
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info_outlineIn this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from basic tax implications to advanced strategies for maximizing your equity compensation.
Key Timestamps:
0:28 - Introduction to Incentive Stock Options (ISOs)
10:26 - Why ISOs get special tax treatment
13:29 - Exercising ISOs: Common pitfalls and best practices
15:45 - Case Study: Recovering $50k in lost tax credits
23:52 - The 5% rule: When to exercise your ISOs
25:39 - Breaking down ISO exercises into manageable chunks
27:28 - AMT credits explained: Getting your money back
28:30 - Year-end timing strategies for ISO exercises
31:28 - How to avoid losing valuable tax credits
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