One important feature to review with employee stock options (ISOs in particular) is the ability for an early exercise. Especially with private shares, an early exercise before an increase in 409A valuation (combined with an 83(b) election) can decrease a potential AMT liability. In this episode, I breakdown the essential information you need to know to take advantage of this planning strategy.

One important feature to review with employee stock options (ISOs in particular) is the ability for an early exercise. Especially with private shares, an early exercise before an increase in 409A valuation (combined with an 83(b) election) can decrease a potential AMT liability. In this episode, I breakdown the essential information you need to know to take advantage of this planning strategy.

Early Exercise ISOs + 83(b) Election = Avoid Potential AMT

Planning strategies for doing more with your money on the path to financial independence 

DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence.

CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence.

To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com

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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence. CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence. To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com

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Early Exercise ISOs + 83(b) Election = Avoid Potential AMT

Early Exercise ISOs + 83(b) Election = Avoid Potential AMT