Shudan Zhou

Associate | New Haven, New York

Shudan is an associate in the private client and tax team.

Shudan’s practice focuses on family wealth holding structures and succession planning for international clients with a connection to the US. She advises clients and their businesses with tax-efficient cross-border structures.

Shudan regularly advises international clients moving to or investing in the US on the creation, administration and governance of their offshore and onshore trust structures as well as minimizing their US income and estate tax exposure and reporting obligations. She advises inbound investors on tax-efficient structures regarding their investments in US real estate, investment funds and joint ventures. Shudan also advises international clients on the US tax and reporting implications of US tax residency.

Shudan’s practice includes work in Foreign Account Tax Compliance Act ("FATCA") and Common Reporting Standard ("CRS") issues. She is frequently called upon to advise clients from Asia, Europe, the Americas and Australia on such global reporting and disclosure regimes and the impact on clients’ structures.

Shudan is also heavily involved in the Corporate Finance Group’s advisory work. She has assisted individual and institutional clients with the tax and corporate aspects of their onshore and offshore fund investments. Her contributions also include her work in all aspects of the setup of a cryptocurrency trading platform, including relevant regulatory, corporate and tax matters.

A native Mandarin and Cantonese speaker, Shudan frequently works closely with counsel from Europe, Australia and Asia to service her Chinese clients’ needs in global mobility, wealth allocation and preservation and investment structures.

Secretary Susan Santiago

Admissions

Publications

Memberships

State of New York, 2013

State of Connecticut, 2015

‘Three big mistakes many foreign nationals make coming to the United States,’ Forbes - October 16, 2017, quoted

‘How foreign nationals can avoid walking into the US income tax net,’ - Forbes - October 2, 2017, quoted

‘How foreign nationals can avoid walking into the US estate tax net,’ - Forbes - September 25, 2017, quoted

New York State Bar Association

Education


Languages


  • Cantonese
  • English
  • Mandarin

Dates


Joined

2012

Recognition


New Haven

157 Church Street,

CT 06510-2100

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New York

430 Park Avenue,

10th Floor,

NY 10022-3505

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Regularly works with...