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ISOs: AMT

A Tax Ambush? Do A Dry Run To See If You're Liable For The Alternative Minimum Tax
Ellen Hoffman

A slew of tax-law changes dating back to 2003, from higher standard deductions to new capital-gains rates, continue to create a minefield for those who haven't analyzed their financial situations. Factors that could bump you into the AMT include exercising incentive stock options and not selling them in the same year. (Subscription is required.)

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