Early Exercise ISOs + 83(b) Election = Avoid Potential AMT
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.
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This episode is 10 minutes long.
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This episode was published on October 27, 2021.
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