Zajac Group

JANUARY 24, 2023

While AMT and holding periods for qualified sales may be important from a tax-reporting standpoint, they may be irrelevant if you simply exercise and sell your ISOs in a cashless transaction. When you do, the sale is either a qualified or disqualified sale, and is taxed accordingly.

Taxes 52

Taxes Sales Tax Planning Planning 52

Carson Wealth

MAY 4, 2023

At this point, the value of the spread/stock proceeds is taxable as ordinary income, often as W-2 wages. The employee may or may not decide to sell the newly acquired shares, but the difference between the market price at exercise and the sales price is taxed as a capital gain or loss.

Taxes 52

Taxes Sales Planning Tax Planning 52

Zajac Group

MARCH 20, 2023

Reason #2 – A Belief that the Stock Will Go Up: Fear of missing out, or fear of making a mistake on the sale of your stock (particularly if it has been outperforming), may influence your decision not to sell and diversify. These factors might lead to overconfidence in the stock, and its future price expectations.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Zajac Group

JANUARY 10, 2023

However, if you are seeking a qualified sale in pursuit of more favorable tax treatment, and you are willing to evaluate AMT and AMT credit (if applicable), an exercise and hold of some or all your ISOs may be your best bet. Above that, you should also carve out the amount you’ll need to cover any taxes due on the sale.

Taxes 52

Taxes Planning Financial Planning Investing 52

Harness Wealth

MARCH 11, 2024

These taxes can include state and local property taxes, income taxes, and sales taxes. If the stock is held for more than five years, the investor can exclude up to 100% of the capital gains from the sale of the QSBS from their income, subject to certain limits. Keep in mind that breaking the wash-sale rule.

Startup 59

Startup Taxes Medical Retirement 59

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. It’s about how you behave and the operational standards you follow.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

MARCH 22, 2023

Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. Not only do you get an increased benefit, but you also get the annual cost of living adjustments that social security provides on the increased benefit amount for the rest of your life.

Retirement 40

Retirement CFP Taxes Accounting 40