Daniel Lobatto
Tax Partner - CohnReznick Advisory LLC
Daniel Lobatto provides U.S. and international tax advisory services to private equity firms, hedge funds, real estate sponsors, family offices, and investment management organizations. He works closely with senior executives, fund principals, and investment committees to address complex tax considerations across investment structures and jurisdictions. His experience spans fund formation, cross-border transactions, international tax planning, transfer pricing, and tax risk management.
Experience and credentials
Brings more than 26 years of U.S. and international tax advisory experience, with a focus on financial services and investment management
Advises private equity firms, hedge funds, real estate sponsors, family offices, and multinational organizations on complex tax matters
Structures funds, cross-border investments, mergers and acquisitions, and multinational reorganizations
Advises boards, senior executives, and investment committees on tax considerations affecting investment and business objectives
Develops international tax planning, transfer pricing, and tax risk management strategies
Supports clients in tax controversy matters, including examinations and negotiations with tax authorities
Leads multidisciplinary teams across jurisdictions and supports talent development and client relationship growth
Prior to joining CohnReznick, held international tax leadership roles in the Netherlands, New York, and Chicago at a Big Four professional services firm
Education
MBA – Nyenrode Business University, Netherlands
Master of Corporate Law, Vrije Universiteit Amsterdam (Netherlands)
Master of Tax Law, University of Amsterdam (Netherlands)
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