AMT and Equity Compensation
Alternative minimum tax, nonqualified stock options, incentive stock options and other forms of equity compensation.
Tax strategies after exit
Posted by: M.4.7.7, July 29, 2017 05:08PM
Hi all - some friends at bogleheads forum recommended I join this forum and pose this question here.

I've struggled to find a good personal cpa or tax advisor that truly understands private company ISOs, NSOs, 83b, etc. including AMT planning, effects of a liquidity event (IPO or acquisition), etc.

Thoughts on where I might find a good (preferably Texas based) advisor?

I generally understand AMT implications on exercise, disqualifying dispositions, NSO treatment. However, I would like to better understand tax strategies around a liquidity event (cash outs, conversion of unvested to RSU), including broader strategies like backdoor Roth maximization, 529 use for the adults, TLH, eft or correlated equity hedging for unvested, charitable trusts, gift tax exemptions, etc.

Thanks for any recommendations here.



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