I have a client who needs guidance on a nominee shareholder agreement and the tax liability associated with the transfer of economic benefit. The employer owes the client some shares of company stock but the company's cap table is locked due to a pending merger. The founder wants to move shares he personally owns into a trust and contractually transfer the economic benefit of those shares to the client. Any recommendation on who could provide guidance on this transaction is appreciated.
------------------------------
Peter Hall
HALL CPA GROUP
Kings Park NY
------------------------------