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
Show Less
