AMT planning at the core
ISO advisors in Menlo Park earn their fee on Form 6251 math. The bargain element at exercise creates AMT preference income, and the key planning question is how much to exercise each year to maximize long-term capital gains treatment on qualifying dispositions without triggering AMT that exceeds your cash.
CA-specific considerations
California calculates its own state AMT on top of federal AMT. California residents owe both on the same bargain element. Your advisor should model both layers.
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