When to Exercise Stock Options at a Startup: A Decision Framework
Compare option exercise costs, ISO AMT, NSO compensation, contractual deadlines, QSBS holding periods and Washington taxes before committing cash.
5 posts with this tag
ISOs
The Alternative Minimum Tax and Stock Options: A Complete Guide for Washington Startup Employees
How ISO exercises affect federal AMT, the 2026 exemption phaseout, credit recovery, QSBS holding periods and Washington exercise-versus-sale tax planning.
Equity Compensation Plan Design: How to Structure Your Startup's Stock Option Plan
Your equity compensation plan is one of the most important documents your startup will create. Here's how to structure it correctly — from pool sizing to vesting schedules to change of control provisions.
ISO vs. NSO: The Complete Guide to Incentive Stock Options and Nonqualified Stock Options
ISOs and NSOs have fundamentally different tax treatment. Understanding those differences — including the AMT trap, the $100K limit, and post-termination rules — is essential for founders and employees.
Stock Option Exercise Timing: Planning Before Washington's 2028 Income Tax
Before exercising options ahead of Washington’s 2028 income tax, compare NSO income, ISO AMT, QSBS holding periods, liquidity and the applicable deductions.