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Financial Planning For Tech Professionals

tax calculation

Demystifying the Alternative Minimum Tax (AMT): Calculations, Strategies, and Implications

Demystifying the Alternative Minimum Tax (AMT): Calculations, Strategies, and Implications

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Introduction The Alternative Minimum Tax (AMT) is a parallel tax system in the United States designed to ensure that high-income individuals and certain corporations pay a minimum amount of tax, regardless of deductions and credits. It was introduced in 1969 to prevent high-income taxpayers from using excessive tax deductions and loopholes to reduce their tax […]

ISO Credit for AMT Exercise

ISO Credit for AMT Exercise

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Key Points Introduction As a savvy investor, it’s essential to understand the intricacies of alternative minimum tax (AMT) and incentive stock options (ISO). When it comes to exercising an ISO, it’s crucial to be aware of the ISO credit for AMT exercise, which can help you reduce your tax bill. The ISO credit for AMT […]