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What is Alternative Minimum Tax (AMT) and How Are ISOs Affected?
AMT, or Alternative Minimum Tax, is a secondary federal tax system parallel to the regular IRS tax system. Its purpose is to ensure taxpayers who receive too many deductions & tax breaks still pay a minimum amount of tax to the IRS.
An Overview of Qualified ESPPs (Employee Stock Purchase Plans)
Qualified ESPPs allow you to purchase stock at a discount from your company while offering favorable LTCG treatment if certain holding requirements are met.
Asset Location and Other Investment Portfolio Tax Considerations
This article discusses tax optimization techniques including asset location, potential adjustments for significant capital losses from tax loss harvesting and tax considerations for alternative investments.
Social Security Taxation & Avoiding Reduction of Benefits While Working
Social Security benefits may be taxable depending on your income level in retirement, and if you decide to take SS early before your full retirement age, you may receive a reduction in benefits if you are still working.
Gift and Estate Taxes: An Overview of Annual and Lifetime Exemptions
An introduction to gift and estate taxes that also covers the relevant exemptions one should be aware of to avoid being taxed on their estate or gifts.
Avoiding Double Taxation on RSUs, ESPP, ISOs, and Other Company Equity
The sale of employer equity can result in double taxation if one is not careful with making the necessary cost basis adjustments.