Partner, International Tax, PwC US
Daniel Lobatto is an international tax structuring partner, specializing in structuring platforms for international and local investments. He advises on the tax consequences of the acquisition and disposal of asset classes across the globe. Daniel regularly performs tax due diligence on proposed investments and advises on the most tax-efficient investment fund structures to hold various asset classes on a broad geographical basis. Daniel has experience advising a broad base of clients in the financial services industry, including leading hedge funds, private equity funds, infrastructure funds, and real estate funds for which he consults on the international tax aspects of investments around the world. He also advises his clients on the formation of funds and management companies, as well as investor reporting considerations. He has specialized experience on a broad range of asset classes, industries, and international regions.
Daniel is also a member of PwC’s Capital Projects and Infrastructure team, where he advises on the structuring of global infrastructure funds and the structuring of cross-border transactions in the infrastructure space, focusing on managing effective tax rates, incentives for infrastructure assets, repatriation techniques, and exit strategies. Daniel also makes frequent presentations to professional audiences on international tax issues and contributes articles to various magazines and organizations.
Daniel holds a master’s degree in taxation from the University of Amsterdam (Netherlands), and a master’s degree in civil law from the VU University in Amsterdam (Netherlands). He also holds a MBA from Nyenrode Business University (Netherlands). He is an enrolled agent with the IRS in the United States. Daniel is a member of the International Tax Financial Services practice in New York.