Plan your C2 Capital Group, Inc. ISO exercise

Calculator · free · no signup · pre-IPO

C2 Capital Group, Inc. is pre-IPO. Plan your AMT impact at any valuation: current 409A, expected IPO price, or post-IPO scenarios.

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Your grant

Seeded from secondary-market data, as of Jun 6, 2026

3 yrs
10%
20%
5.0%

Tax inputs

Grant timeline

For long-term capital gains treatment on the eventual sale, ISO shares need to be held until Apr 30, 2027 (2 years from grant) and at least 1 year from exercise. Tranches sold before either deadline are disqualifying dispositions, taxed as ordinary income on the bargain element. The optimizer accounts for both treatments per tranche based on hold periods at horizon. Want to see the whole picture? Try OptionsAhoy's beta: it optimizes ISOs alongside your entire portfolio, and you pick the goal: Max Value, Max Cash, or Min Total Tax.

Net final value at year 3 sale — optimized plan

-$0

After-tax dollars at end of year 3, net of all federal + state taxes through the sale.

This year: exercise 10,000 shares.

AMT premium for exercising: $0 (on top of $228,434 regular tax across the horizon)

Lump-sum stays under your AMT crossover — no schedule optimization needed.

No bargain element to exercise (FMV ≤ strike). AMT does not apply.

Estimates only. Not financial advice.

Net final value by year

Running tally: NTV from shares exercised through year y, minus AMT premium paid through year y. The last year matches the plan's headline NTV. Hover a year for plan totals.

$0$0$1$1$1Year 1Year 2Year 3
Lump-sumEven splitOptimized

Optimized exercise schedule

You pay the higher of Regular tax and Tentative AMT per jurisdiction, then subtract Credit recovered. The result is Net tax. Hover any number for the bracket-by-bracket breakdown.

110,000
20
30

Federal AMT credit

Earned

$0

Recovered

$0

Remaining

$0

Plan comparison

Net value at the end of your hold horizon.

Lump-sum

All in Year 1

-$0

Even split

Equal shares each year

-$0

Optimized

Tax-aware schedule

-$0

Highest

Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). Assumes you are within the $100K ISO limit (any portion of an annual ISO grant whose FMV at grant exceeds $100K is treated as NSO from the start, §422(d)). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.

QSBS note. If your shares qualify (typically pre-IPO C-corp grants held 5+ years), a federal rule lets you exclude up to $10M of gain on a future sale from federal tax. That single rule shifts exercise-timing math more than AMT does. (This is §1202 “qualified small-business stock”.) Modeled in beta, not here.

You optimized one grant in isolation. The beta optimizes ISOs alongside your RSUs, NSOs, and stock in one plan.

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About C2 Capital Group, Inc.

C2 Capital Group, Inc. is a privately held Cloud/SaaS company, incorporated in Nevada and headquartered in Boca Raton, FL. S-1 filed Apr 29, 2026.

Last reported secondary-market price: $4.5 per share (as of 2026-06-06). Your own 409A may differ.

Equity grants at C2 Capital Group, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

C2 Capital Group, incorporated in Nevada in March 2024 and headquartered in Boca Raton, Florida, operates C2 Live, a creator-first live-streaming platform built around virtual gifting, gamified monetization, and real-time fan interaction. The platform launched in beta in August 2024 and competes with TikTok Live and Bigo Live. The company filed an S-1 with the SEC in April 2026 to raise approximately $15 million in a Nasdaq IPO under the ticker CCLV.

Sources: streetinsider.com

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by C2 Capital Group, Inc..

The calculator works at any C2 Capital Group, Inc. valuation: enter your strike, the current 409A FMV, an expected IPO price, or anywhere in between. AMT is triggered on the bargain element (FMV minus strike) when you exercise; the calculator models federal AMT, state AMT, and the multi-year credit-recovery path.

Example: at C2 Capital Group, Inc.'s last reported price of $4.5, exercising 5,000 ISOs with a $1.35 strike creates a $15,750 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $4,410 on top of regular tax before any state AMT (CA, CO, CT, MN). The credit recovers in later years when your regular tax exceeds AMT. The calculator above runs your exact figures.

All C2 Capital Group, Inc. tools → · Use the generic AMT + ISO Exercise Calculator for any company.

C2 Capital Group, Inc. equity questions

How much alternative minimum tax (AMT) will I owe exercising C2 Capital Group, Inc. ISOs?
Exercising incentive stock options (ISOs) does not create regular income tax, but the bargain element (the fair market value at exercise minus your strike price) counts toward the alternative minimum tax (AMT). The amount depends on the bargain element, your other income, your filing status, and your state. The calculator above models federal and state AMT, the AMT crossover point, and how the credit recovers in later years for your exact C2 Capital Group, Inc. figures.
Does C2 Capital Group, Inc. grant ISOs, NSOs, or RSUs?
Equity compensation at C2 Capital Group, Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
Are C2 Capital Group, Inc. shares eligible for QSBS?
They might be. Qualified small business stock (QSBS) under Internal Revenue Code Section 1202 can exclude federal tax on much of the gain when shares were acquired at original issuance from a C-corporation while its gross assets were under $50 million, and held at least five years. Whether your C2 Capital Group, Inc. shares qualify turns on when you acquired them and the company's asset size at that time.
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