If you are vested in your ISO or NSO option plans, please read on......
Most of you know by now that Alternative Minimum Tax (AMT) may be assessed when exercising shares. AMT only gets assessed when your overall taxable income exceeds certain thresholds. If the numbers are crunched properly for you, you can exercise NSO up to a certain amount, without triggering AMT.
If you're in the position to exercise NSO or ISO before 12/31 and we haven't done your year end review yet, please let me know so we can do a projection .
Best to do this as soon as possible.