Field Notes - Bellevue Financial Advisors

Field NotesSteve McConnell2026-06-28T22:10:18+00:00

Insights from the field

Real financial questions, explored in depth. Tax strategy, investment design, equity compensation, and the planning decisions that matter.

Equity Compensation June 1, 2026 ⋅ 6 min

ISO Options, AMT, and the Multi-Year Strategy
How many ISOs can you exercise without triggering AMT? That's a good question for one year, but it potentially misses a more important strategy question. Here's how that issue unfolds across a multi-year horizon.

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Steve McConnell, CFP^®

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