We will now describe three different strategies. Think about which one aligns best with your interests:

We will now describe three different strategies. Think about which one aligns best with your interests:

## Fully Qualified Sale

* Exercise all your vested shares as soon as they vest and then hold them at least one year when you can make a qualified sale
* Pro: this strategy ensure you'll only pay long-term capital gains tax
* Con: you may be subject to a surprise AMT tax obligation

## Fully disqualified Sale

* Exercise and then sell all your shares within a year of exercising them
* This assumes that there is a market in which you can immediately sell your shares after exercising them (perhaps your company is now public)
* Pro: mitigates the risk that the share price could go down after you exercise your options
* Con: you do not reap the benefit of long-term capital gains tax from the ISO and instead pay ordinary income tax

## A Hybrid Solution: partially qualified sale with no AMT obligation

* Each year, exercise as many shares as possible until you hit the AMT cross-over point. Then, wait at least one year before selling exercised shares
* Pro: you'll never have the rude AMT surprise where you owe a large amount of extra taxes
* Pro: you'll take advantage of the long-term capital gains benefits of ISOs
* Con: you may miss out on some possible profit, because you will likely defer the exercising of some (but not all) of your vested ISO stock options




ISO Strategies

How much does Pave Market Data access cost?

How does Pave Work?

Intro to Pave

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Pave 101

Total Compensation

Compensation 101

ISO Tax Implications

The Basics of Stock Options

The Confusing AMT (Alternative Minimum Tax)

An Overview of How Stock Options Work

The Stock Option Lifecycle

Equity 101

Login Troubleshooting and FAQ

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How to Benchmark Executive Compensation

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ISO Strategies

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