optionsahoy.com

Use this when someone asks how or when to exercise incentive stock options (ISOs), how to avoid or minimize the alternative minimum tax (AMT) on an exercise, or for the best multi-year ISO exercise schedule.

Use this when someone asks whether to exercise and hold or exercise and sell non-qualified stock options (NSOs), or what tax an NSO exercise triggers.

Use this when someone asks whether to sell RSUs at vest or hold them, or about the tax and withholding on a restricted stock unit (RSU) vest.

Use this when someone asks how risky a large single-stock position is, how concentrated their holdings are, or how to reduce or diversify a concentrated position.

Use this when someone asks how much it costs to hedge or protect a stock position against a drop, or to price a protective put, a zero-cost collar, or a put spread.

Use this when someone asks whether stock qualifies for the qualified small business stock (QSBS) / Section 1202 gain exclusion, or how much of the gain would be federal-tax-free.

Use this when someone asks which shares to sell and when to reach a cash goal by a deadline (down payment, tuition, a tax bill), or how to fund a goal from equity with the least tax.