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exercise incentive stock options and AMT

Why Exercising Your Incentive Stock Options Early May Be the Best Strategy

In lieu of intentionally exercising for a strategic reason, incentive stock options (ISOs) are often held until near expiration.  At which point, at the risk of expiring and losing all value, the recipient of the incentive stock options will likely choose to exercise. Upon exercise, tax reporting will occur.  Exactly what reporting occurs and the […]

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