Capital Gains and Losses
Capital Gains Tax Questions? Ask a Tax Advisor for Answers ASAP
Hi, my name is Mark. I will be happy to help you with your questions.
So your company is being acquired?
Ok, I am checking on this. I do not believe there is any way to avoid the short term gain but let me verify this.
Do you know if the acquisition is considered a tax free reorganization?
If it is a tax free reorganization you would avoid short term gains by rolling the shares into the new company. If it is not a tax free reorganization then rolling the shares into the new company would be considered a disposition of the old shares and a taxable event.
Usually companies are very good at providing employees with information about their option and the effects of their choices.
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