2026 Financial Planning Tax Planning Wealth Management 
Darrow Wealth Management
MARCH 29, 2024
There are two AMT tax rates: 26% and 28%. AMT exemptions and phase out were increased significantly in the 2017 Tax Cuts and Jobs Act. These higher limits are scheduled to sunset in 2026. Not tax advice! At the end of the day, all of the tax planning opportunities with ISOs involve risks.
Harness Wealth
MARCH 10, 2023
The manager’s carried interest is 20%, or $200,000. If the manager chooses to use the Three-Year Carried Interest Loophole, they would not be required to pay taxes on that $200,000 until 2026. It’s crucial to accurately calculate the cost basis in order to report capital gains taxes correctly.
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