To execute or not execute small portion of vested ISO shares from private company – what would you do?
To execute or not execute small portion of vested ISO shares from private company – what would you do? I have ISO vested shares and using Carta calculator to help inform my decision. Currently it’s estimating i’d have $0 AMT based on my taxable income and playing around with FMV. I have a general understanding of the exercise process, potential tax implications, and know we’d need a trigger event like IPO or selling. I’m not looking to exercise a…