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Go ask a professional instead of an internet chat forum.

It's hard to find professionals who have better knowledge than the MAX() of the people reading this thread.

Imo it's even hard (and costly) to find professionals who have enough exp in general.

Agreed. I had an options exercise in the hundreds of thousands once and my tax accountant, who came highly recommended but had relatively little experience with options, completely screwed it up until I caught it. I got a new accountant.

I'm well aware that I should take internet forum advice with a grain of salt. But, I thoght that sparking a discussion about the complexities and circumstances in an internet forum that has a very wide, deep pool of experience in this area might shed light on some interesting things. So far, it has.

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