- Exercise early and File an 83(b) Election
- Exercise and Hold for Long Term Capital Gains
- Exercise Just Enough Options Each Year to Avoid AMT
- Get Refund Credit for AMT Previously Paid on ISOs
- Reduce the AMT on the ISOs by Exercising NSOs
- AMT Disqualifying Disposition
- Purchase Stock with an Individual Retirement Account (IRA)
- Exercise options in a Qualified Small Business
- Minimize Medicare Taxes by Investing before an Exit
- File an 83(i) Election to defer NSO taxes for 5 years
- Execute a Swap Exercise
- Roll your Capital Gains into an Opportunity Zone Fund
If you hold employee stock options or restricted shares in a private company funded by institutional venture capital, feel free to contact us at the Employee Stock Option Fund for more information on how we can assist you. By doing so, you can not only avoid the risks associated with investing directly in a startup but possibly improve your taxes as well. For specific tax related support related to stock option exercises, please contact Scott Chou.
