I have 5k shares and no holding period. What can I do to prep for the sale and minimize taxes?
Nothing you can do for RSUs now. Just hold til IPO and you can either sell then or sell enough to cover taxes and start a holding period.
Wow! 5k shares that could be a huge check!
How long did it take?
Nowadays I only leetcode for any type of preparations. Even to prepare for a colonoscopy.
Have you paid taxes due on those? If so then it is already an asset subject to capital gains tax
No. Rsus