ISOs in late stage private companies and after going public.
In this episode, Aaron and Trishul discuss what you can do with your ISOs to prepare for an upcoming liquidity event. At this point, investment risks are still high, so what's the best way to capitalize from here? First, you must consider the timing of exercise. Next, you need to evaluate if you will cash out or hold on for more upside. For most people, it is some combination of cashing out as soon as possible, exercising and selling in the most tax-efficient manner, and holding on to your options or shares for long-term gains.
Episode References
MMS #99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.
MMS #100. ISO University: Your guide to navigating ISOs in a pre-IPO company.
Graystone Advisor - When do I Exercise my Incentive Stock Options?
Graystone Advisor - You Should Probably Exercise Your ISOs in December
Graystone Advisor - You Should Probably Exercise Your ISOs in January
Stock Compensation and Taxes
ISO vs NSO and 83b Election
83b Election
ISO Disqualifying Disposition
AMT Preferences
IRS: Underpayment Penalty
Drag Along Rights
Tag Along Right
IRS: AMT
AMT Credit
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.