Shudan Zhou focuses her practice on counseling individuals, trustees, and financial institutions on the tax implications of wealth transfer strategies, with an emphasis on international income and estate tax planning. She has substantial experience advising clients on all aspects of FATCA and CRS as well as various withholding tax and disclosure regimes, including the use of privately held structures. She counsels clients on the US tax consequences of expatriation from and immigration to the US, and of US in-bound investment structures. Shudan also advises on the creation, administration and governance of offshore trust structures.
While in law school, Shudan was an intern at the Massachusetts Appellate Tax Board, and the Massachusetts Joint Committee on Revenue.
Shudan has authored a number of key published articles, including:
Tax Cuts and Jobs Act: Impact on Chinese Clients’ Wealth and Business Interest Planning, Journal of International Taxation, May 2018
A Comparison: FATCA and Common Reporting Standard, Journal of International Taxation, March 2016
A Mediterranean comparison - Responding to the next steps in implementation of FATCA and global data exchange, Offshore Investment, November 2015
An Introduction to FATCA and Brief Analysis of Its Impact on the Chinese Fund Industry, 14 Securities Law Review 296, 2015
Advised a number of multi-billion dollar global families on FATCA and CRS compliance strategies with respect to their business and financial assets held through complex structures in multiple continents
Advised a multi-billion dollar Chinese family on their wealth holding structures that have a US Nexus, optimizing the US tax and disclosure impacts on US family members and their global assets
Advised the major US founders of a Chinese biotech company with respect to their wealth holding structures prior to the company’s approximately $1 billion initial public offering on the Hong Kong Stock Exchange
Advised a sovereign wealth fund on the US tax aspects of its fund investments in the US
Advised a Chinese company that operates a leading public blockchain platform with respect to its global restructuring to address tax, securities and general corporate concerns in multiple jurisdictions
Boston University School of Law, JD, 2012
Shanghai International Studies University, MA, 2009