Alternative Minimum Tax threshold analysis and incentive stock option exercise planner.
OptiAMT is a planned computational planning tool to calculate tentative minimum tax, AMT exemption phase-outs, and allowable ISO exercise headroom without triggering unexpected AMT liabilities.
Exercising ISOs often triggers phantom income under the Alternative Minimum Tax without cash to pay the tax. OptiAMT models the safe exercise threshold for any tax year.
AMT exemption threshold and phase-out rate computation
ISO exercise spread computation and break-even headroom modeling
Prior-year minimum tax credit (Form 8801) tracking preview
Multi-year AMT offset projections
Startup employees and tech workers holding Incentive Stock Options (ISOs).
Interactive Backdoor Roth IRA pro-rata tax calculator and educational scenario modeler.
Medicare Part B and Part D Income-Related Monthly Adjustment Amount tier projection tool.
Precision bonus, equity vesting, and supplemental wage withholding analyzer.
