Name: ISO / NSO / AMT: Stock Options Explained (2026) | Equity Tax E-Book
Price: 39.00 USD
Availability: InStock

ISO / NSO / AMT: Stock Options Explained (2026 Edition)

July 17, 2026 · Aditya Gupta

$39.00

Stock options can create real wealth or a real disaster, and the difference usually comes down to two letters — ISO or NSO — and one dreaded acronym: AMT. ISO / NSO / AMT: Stock Options Explained takes the most confusing corner of equity comp and makes it clear, built on current 2026 tax law.

By the end you’ll know exactly how each option type is taxed, why exercising incentive options can trigger a tax bill with no cash to pay it, how to plan around the AMT, and when it makes sense to exercise at all.

The AMT exemption and capital-gains thresholds live in Annual Update Matrix boxes for a yearly refresh.

Categories: E-books, Equity Compensation Tags: 83(b), AMT, exercise timing, ISO, NSO, startup equity, stock options

Description

Description

What You’ll Learn

How ISOs and NSOs are taxed differently
Why exercising ISOs can trigger AMT with no cash to pay it
How to plan around and recover the AMT
When it makes sense to exercise — and when to wait
The qualifying holding periods that unlock lower rates
How the 83(b) election fits into early exercise

Who This Book Is For

Anyone holding stock options at a startup, pre-IPO, or public company who wants to stop guessing about the tax consequences.

Format

Instant digital download (PDF). 2026 U.S. edition. Optimized for desktop, tablet, and mobile reading. Educational content only — not individualized tax, legal, or financial advice.