Matthias Giezendanner, CFP®, EA San Francisco Wealth Planning
About Matthias Giezendanner, CFP®, EA
My purpose is to find what makes my clients feel happy, successful, and fulfilled and help them coordinate their life to maximize those things. In my spare time, I enjoy fly fishing, reading biographies, baseball games, collecting mechanical watches and wine, and exploring the parks, food, and museums of San Francisco with my family.
Understanding How The Alternative Minimum Tax Affects Your Incentive Stock Option Exercise DecisionsJanuary 3, 2020
If you’ve been scouring the internet trying to wrap your head around the concept of the alternative minimum tax (AMT) and how it applies to your startup’s equity compensation you’ve probably come across at least one financial advisor, tax professional or journalist that has tried to scare you into believing that the AMT is a confusing mystery , far beyond the common woman or man.
It turns out Incentive Stock Options are not unlike this playground seesaw. By taking advantage of the characteristics of your options, you can both leverage funds you have earmarked for option exercise to increase income while also protecting yourself from the underlying company stock’s potential downside.
No other book in the last three years has had more of an impact on the way I make decisions, view relationships, and attempt to organize my thoughts.