Stock Comp
“I exercised a massive number of incentive stock options this year but did not sell the shares, how do I calculate my potential AMT liability before tax day arrives?”
When incentive stock options are exercised and the shares are still held, the potential alternative minimum tax picture often depends on the spread between the exercise price and the fair market value on the exercise date, along with any other income, deductions, and preference items in the year. The timing of the exercise, whether the shares were retained, and how the year’s other tax items interact can all affect the result. In many cases, a worksheet or tax software estimate is used to compare regular tax and AMT exposure before filing. Going through your records with a CPA usually surfaces the answer in under an hour.
In your 30-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My stock options vested and my paycheck looks off, did I already pay the tax?”
“My ESPP shares vested and my paycheck looks off, did I already pay the tax?”
“I have ESPP shares and don't understand how they're taxed, can you explain?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
Back to the full library