Executives may feel the pressure to exercise their stock options with equity markets near all-time highs. While high stock prices may be enticing, there are several complex factors to consider. In a recent Barron’s article, Partner and Senior Wealth Manager Chris Martin, CFP® explains one way clients can avoid the Alternative Minimum Tax on incentive stock options. “A strategy to deal with this is to stagger ISO exercises over multiple tax years and start the clock on the required holding period for several grants,” he said.Click here for the full article.
