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
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
Do not send any information or documents that you want to have treated as secret or confidential. Providing information to McDermott via email links on this website or other introductory email communications will not create an attorney-client relationship; will not preclude McDermott from representing any other person or firm in any matter; and will not obligate McDermott to keep confidential the information you provide. McDermott cannot enter into an attorney-client relationship with you until McDermott has determined that doing so will not create a conflict of interest and until you and McDermott have entered into a written agreement or engagement letter that sets forth the terms of our relationship.