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TAN Wealth Management

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The $100,000 Limit on Incentive Stock Options: IRS Rules, Exceptions, and Real-World Scenarios Explained

The $100,000 Limit on Incentive Stock Options: IRS Rules, Exceptions, and Real-World Scenarios Explained

Tan PhanApril 16, 2025Comment

The Incentive Stock Options Journey Explained: From Grant to Sale and AMT Triggers

The Incentive Stock Options Journey Explained: From Grant to Sale and AMT Triggers

Tan PhanApril 16, 2025Comment

Incentive Stock Options Taxation Explained: 5 Real-World Scenarios to Understand ISO and AMT Rules

Incentive Stock Options Taxation Explained: 5 Real-World Scenarios to Understand ISO and AMT Rules

Tan PhanApril 16, 2025Comment

How Much ISO Bargain Element Triggers AMT? A Tax Planning Guide by Income and Filing Status

How Much ISO Bargain Element Triggers AMT? A Tax Planning Guide by Income and Filing Status

Tan PhanApril 16, 2025Comment

Incentive Stock Options - Từ Từ Strategy With Below AMT Crossover Point Strategy (Private Clients) 🔒

Incentive Stock Options - Từ Từ Strategy With Below AMT Crossover Point Strategy (Private Clients) 🔒

Executive CompensationTan PhanAugust 30, 2024Comment

Incentive Stock Options (ISOs) - The Từ Từ Strategy (Private Clients) 🔒

Incentive Stock Options (ISOs) - The Từ Từ Strategy (Private Clients) 🔒

Executive CompensationTan PhanAugust 30, 2024Comment

Form 6251, Alternative Minimum Tax - Individuals | Line Items That Increase or Decrease AMT Liability

Form 6251, Alternative Minimum Tax - Individuals | Line Items That Increase or Decrease AMT Liability

Executive CompensationTan PhanAugust 30, 2024Comment

The Relationship Between AMT Liability and AMT Credit

The Relationship Between AMT Liability and AMT Credit

Executive CompensationTan PhanAugust 30, 2024Comment

Avoid the AMT Liability by Increasing the Regular Tax Liability

Avoid the AMT Liability by Increasing the Regular Tax Liability

Executive CompensationTan PhanAugust 30, 2024Comment

Does an AMT Credit of $100,000 Reduce a Bargain Element of $100,000?

Does an AMT Credit of $100,000 Reduce a Bargain Element of $100,000?

Executive CompensationTan PhanAugust 30, 2024Comment

Higher Bargain Element = Higher AMT Liability

Higher Bargain Element = Higher AMT Liability

Executive CompensationTan PhanAugust 30, 2024Comment

Understanding the Relationship Between the Standard Tax Liability and the Tentative AMT Liability

Understanding the Relationship Between the Standard Tax Liability and the Tentative AMT Liability

Executive CompensationTan PhanAugust 30, 2024Comment

Tax Guide and Resources for 2024

Tax Guide and Resources for 2024

Tax PlanningTan PhanJuly 4, 2024 Comments

Tax Guide and Resources for 2024 (Abstract)

Tax Guide and Resources for 2024 (Abstract)

Tax PlanningTan PhanJuly 4, 2024Comment

Avoiding the 3.8% Net Investment Income Tax

Avoiding the 3.8% Net Investment Income Tax

Nina ChanApril 4, 2024Comment

Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

Nina ChanApril 4, 2024Comment

Qualified Opportunity Zone

Qualified Opportunity Zone

Nina ChanApril 3, 2024Comment

Alternative Minimum Tax (AMT) Credit Examples

Alternative Minimum Tax (AMT) Credit Examples

Nina ChanApril 3, 2024 Comments

What is Alternative Minimum Tax (AMT)?

What is Alternative Minimum Tax (AMT)?

Tan PhanApril 3, 2024 Comments

What is the 3.8% Net Investment Income Tax (NIIT)?

What is the 3.8% Net Investment Income Tax (NIIT)?

Tan PhanDecember 3, 2023 Comments