Tax Strategies

Minimizing AMT

The Alternative Minimum Tax runs a parallel set of rules alongside the regular tax code, and certain income, deductions, and stock option exercises can trigger it unexpectedly.

We review your income sources and look for ways to time income, deductions, and equity exercises to help reduce your exposure to the AMT before it becomes a surprise at filing time.

Ready to talk with an advocate?

The first conversation is always complimentary. We'll listen to your goals, ask the right questions, and help you understand your options — no pressure, no obligation.

12807 Haynes Road, Building H, Houston, TX 77066