Présentation
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.
As trusted advisor to her clients, Shudan is frequently called upon to work with other departments at the Firm to provide multidisciplinary advice, including investment fund formation, cross-border family office formation, US tax issues related to US shareholders’ offshore operating businesses and passive investments, as well as foreign investors’ inbound investment structuring.
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
Results
- 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
Distinctions
- “Ones to Watch” of the Private Client Global Elite, The American Lawyer and Legal Week, 2017 to 2019
- Rising Star, Super Lawyers, 2016 to 2018, 2020
Community
- Membership Committee of China-US Business Alliance, member
Credentials
Education
Boston University School of Law, JD, 2012
Shanghai International Studies University, MA, 2009
Sun Yat-Sen University, BA, 2003
Admissions
New York
Connecticut
Languages
Cantonese
English
Mandarin
