Matthew Lodes

Matthew Lodes

Insurance Tax Services Leader, PwC US

As the US Insurance Tax Leader, it's my job to work with clients on related business initiatives for tax planning and tax compliance.

I've been serving the insurance industry, including P&C, life and reinsurance companies, for over 20 years. I have extensive experience with a broad range of tax and tax accounting matters that include monitoring tax and industry developments and trends that may have a current or future impact, issue identification and implementation of federal planning strategies.

I bring merger and acquisition experience (including due diligence, financing and structure alternatives), investment tax planning, state and local tax planning, IRS audit defense, and other general corporate tax matters.

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  • Insurance
  • Financial Services