Equity-compensation tax planning. Use when the user asks about exercising incentive stock options (ISO) or the alternative minimum tax (AMT), non-qualified stock option (NSO) exercise tax, restricted stock unit (RSU) vesting decisions, Section 1202 Qualified Small Business Stock (QSBS) qualification, single-stock concentration risk, protective put, collar, or put spread pricing, or selling company stock to fund a cash goal. Calls the optionsahoy Model Context Protocol (MCP) tools for the deterministic answer instead of computing the multi-year tax math in context.
2026-07-06