Alternative Minimum Tax Archives

Alternative Minimum Tax

The Alternative Minimum Tax (AMT) is a parallel federal tax system designed to ensure high earners pay a minimum level of tax – and it catches many tech employees completely off guard. Exercising Incentive Stock Options (ISOs) can trigger AMT even if you don’t sell a single share, resulting in a tax bill on gains that exist only on paper. Understanding your AMT exposure before you exercise options is one of the most important steps in managing your equity compensation. Ponder the articles below to learn how AMT works, when it applies to stock options, and how to plan around it.

Anthropic ISO Exercise Strategy: Should Employees Act Before the IPO?

If you're an Anthropic employee holding early-vintage ISOs, the window to exercise before the IPO is open right now – and it won't be this clean again. This guide provides the framework, the math, and the checklist you need.

Jul 1, 2026|Categories: Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs|

How to Choose a Financial Advisor for SpaceX Equity in NYC

The SpaceX IPO created a wave of self-described equity specialists. Most of them aren't. This guide walks you through exactly what to look for – fiduciary status, fee-only compensation, real ISO/AMT fluency, and the New York tax expertise that most national advisors simply don't have – so you can tell the difference before it costs you.

Jun 25, 2026|Categories: Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs|

SpaceX Equity and New York Taxes: What NYC-Area Employees Need to Know

If you hold SpaceX equity and live in the New York City area, the IPO is a New York tax event, not just a federal one. And New York, bless its ambitious fiscal heart, never met a capital gain it wanted to leave alone. You need to know this before the window opens.

Jun 10, 2026|Categories: Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs|

OpenAI IPO Equity: What Every OpenAI Employee Needs to Know

You spent years helping build the most valuable AI company in the world. The IPO is filed, the clock is running, and the decisions you make in the next few months will determine how much of that wealth you actually keep. This is the plain-English conversation your calendar keeps postponing.

Jun 9, 2026|Categories: Alternative Minimum Tax, ESPPs, Financial Planning, ISOs, NSOs, RSUs|

The Filing That Changes Everything: Your Anthropic IPO Employee Equity Survival Guide

The S-1 is in. The banks are circling. October is closer than you think. If you're an Anthropic employee sitting on equity, this isn't a drill – and this is the guide your financial future deserves (no billable hours required).

Jun 3, 2026|Categories: Alternative Minimum Tax, Entrepreneurship, Financial Planning, ISOs, NSOs, RSUs|

What Happens to Stock Options When a Company Is Acquired?

When the all-hands invite arrives with no subject line and the entire company is on it, your mind goes straight to one place: your equity. This complete guide breaks down exactly what happens to stock options when a company is acquired – cash payouts, equity conversion, acceleration clauses, and what the IRS is circling on your calendar.

Jun 1, 2026|Categories: Alternative Minimum Tax, Entrepreneurship, Financial Planning, ISOs, NSOs|

What Happens to Your Stock Options When You Leave a Company?

You're leaving. Congrats! But before you delete Slack and order the celebratory tacos, we need to have a very important conversation about your stock options – because a 90-day clock just started, and it doesn't care how busy you are.

May 25, 2026|Categories: Alternative Minimum Tax, Entrepreneurship, Financial Planning, ISOs, NSOs|

Equity Compensation Financial Advisor in NYC

If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.

Apr 20, 2026|Categories: 83(b) Election, Alternative Minimum Tax, Entrepreneurship, ESPPs, Financial Planning, ISOs, NSOs, QSBS, RSAs, RSUs|

Tax Avoidance for a Lower Tax Bill

There are many measures you can take to avoid taxes.

Mar 2, 2026|Categories: 83(b) Election, Alternative Minimum Tax, Financial Planning, RSUs|

Figma IPO

The Figma IPO is on the horizon!

Jul 28, 2025|Categories: Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs|

12 Next