Image of Kelly Zhao

Kelly Zhao

Associate

Kelly advises on a wide range of U.S. federal income tax matters including advising on the tax aspects of cross-border merger and acquisition transactions, private equity fund formation and capital markets transactions.

She has worked extensively with sovereign wealth funds, pensions funds and family offices on their investments and has advised on US tax issues relevant to Section 892 foreign government investors and qualified foreign pension funds. 

She has experience in domestic and international tax planning, including advising on the tax aspects of merger and acquisition transactions, fund formations and issuances of debt and equity securities.

Expertise

Experience

Representative matters

  • A healthcare information, services and technology company on the acquisition of Market Dynamics, L.L.C.

Pro bono

  • Advising an international human rights news organization in obtaining its nonprofit status.

Leadership Positions And Professional Affiliations

  • State of New York, 2022

Qualifications

Admissions

Admitted: Bar of the State of New York, 2022

Academic

J.D., Law, Vanderbilt University, 2021

B.S., Boston University, 2015

Disclaimer
A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.