In this Kitces Monthly webinar, Daniel Zajac, CFP®, EA, provides a review of ISOs, explains how to decide on a client strategy for exercising ISOs based on a client’s situation and the status of the issuing company, and details how to calculate the potential tax impact of exercising and selling ISOs, including navigating alternative minimum tax. Zajac concludes this webinar with a discussion of how to start conversations with clients about their incentive stock options and build a plan that aligns with their overall goals. In this webinar, advisors will learn:
- How to calculate the tax impact of exercising incentive stock options
- How to analyze “exercise and sell” and “exercise and hold” strategies
- What to consider when providing comprehensive planning to clients with incentive stock options
- And more!
