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ISOs: AMT Advanced
The ISO Tax Trap And The AMT Credit Myth: What To Do Before Exercise And At Year-End This is premium content
Alan Ungar
The tax reductions of the past few years have brought both good and bad news for holders of incentive stock options. While you may have lower capital gains rates when you hold the shares long enough after exercise, it is harder to avoid the risks of the alternative minimum tax (AMT) and to fully recover any AMT credit.
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