Model variables and leverage intelligent predictive analysis to reach your goals.
Adjust variables and trigger the AI model to calculate your custom optimization path.
Calculate strike costs and model AMT tax exposures (Incentive Stock Options vs NQSOs) using AI. This tool is specifically tailored to run dynamic projections for Income & Career targets. By adjusting the parameters, our model evaluates asset distributions, tax implications, and growth trajectories.
We combine standard compounding formulas with local taxation guidelines (such as UK pension rules, US IRS rules, or international tax agreements) to deliver maximum planning clarity.
If you exercise Incentive Stock Options (ISOs) and hold the shares, the paper gain (FMV minus strike price) is treated as income under the US Alternative Minimum Tax (AMT) rules, which can trigger a large tax bill before you have sold the shares for cash.
A transaction where you exercise your options and immediately sell the resulting shares, using a portion of the proceeds to pay the strike cost and taxes, pocketing the net cash.