Daniel Leo

Daniel Leo, M.Tax, CPA, brings over 8 years of specialized experience in tax, with a strong focus on the real estate industry, private equity, and international taxation. Throughout his career, Daniel has advised a broad range of clients, including real estate investors, fund managers, and family offices, offering tailored tax solutions grounded in practical insight.

With deep expertise in partnership and trust taxation, Daniel regularly works with both private and public real estate funds, as well as private equity structures. His experience includes comprehensive tax planning for high-net-worth families, including succession and donation strategies, and cross-border planning for both businesses and individuals.

Daniel has a solid foundation in tax compliance and filings, supporting both domestic companies and entities with complex global operations. His approach is centered on delivering client-focused, actionable advice, ensuring compliance while maximizing tax efficiency.

Passionate about taxation, Daniel is dedicated to crafting strategic solutions that meet the evolving needs of clients across various sectors.