Field Notes - Bellevue Financial Advisors

Field NotesSteve McConnell2026-09-16T23:12:27+00:00

Insights from the field

Investment design, tax strategy, equity compensation, retirement planning, and separating hype from substance.

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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