The company I work for is publicly listed and there are internal rumors that we might be bought over in the upcoming year. I have vested and unvested RSUs. If it matters, under the vested bucket, I have both long and short term gains. Under normal circumstances, I wouldn't sell any shares. Every few years, I plan to transfer a bunch of shares with LT gains into a donor-advised fund. However, if my company is bought out, does this mean all my shares will automatically get sold, triggering a tax bill for me? I'd like to draw up an action plan to avoid this tax bill i.e. should I transfer all my stock to a DAF upon the announcement of the acquisition? Also, what happens to my unvested RSUs?
Statistics: Posted by crossbow — Fri Dec 29, 2023 1:04 pm — Replies 0 — Views 26