AlphaLatitude Inc.
AlphaLatitude Inc. is an OptionsAhoy: “A portfolio planning tool for equity holders. Models cash, stocks, compensation options, RSUs, and options contracts, and optimizes across configurable time horizons.”.
What does the calculator need to compute my AMT crossover point?
“Five inputs set your Alternative Minimum Tax (AMT) crossover: your ordinary income for the year, your filing status, your state, your strike price, and the current fair market value per share.”
View in the company profileShould I exercise all my ISOs at once or split across multiple tax years?
“Splitting is almost always better because the AMT exemption resets each calendar year. The optimal split depends on your bargain element per share, your baseline ordinary income, state of residence, expected company growth, and planning horizon.”
View in the company profileHow does the AMT credit work after I exercise ISOs?
“AMT paid on the ISO bargain element generates a federal AMT credit (Form 8801) recoverable in future years when your regular tax exceeds your tentative minimum tax. The credit carries forward indefinitely.”
View in the company profileHow long do I have to exercise my ISOs after leaving a company?
“Most stock plans give you 90 days from your departure date to exercise vested Incentive Stock Options (ISOs); unexercised options are forfeited when the window closes.”
View in the company profileWhen do I pay AMT from a December ISO exercise?
“AMT is part of your tax for the exercise year and is owed in cash by the filing deadline, April 15, 2027 for a 2026 exercise, even if you sold nothing.”
View in the company profile