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What is the preferred strategy for handling the shares acquired by an ISO exercise?

April 26, 2017acquired Exercise handling ISO Shares strategy

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What is the preferred strategy for handling the shares acquired by an ISO exercise?

1 Answer

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This needs to be determined by the model prepared by GCD. With the ABT stock currently being flat and the gap between the AMT rate and the highest tax rate being nearly 0, there is a mathematical advantage to you disqualifying the ISO exercise and doing a same-day-sale (SDS).