berkowitz pollack brant advisors and accountants

Joseph L. Saka, CPA/PFS

Chief Executive Officer

Experience:

For nearly 20 years, Joseph Saka has provided income and estate planning, tax consulting and compliance services, business advice, and financial planning to entrepreneurs, high-net-worth families and family companies and business executives in the US and abroad.

He has extensive experience in dealing with international tax issues including pre-immigration tax planning, foreign investment into the U.S., and foreign and asset protection trusts.

His broad range of experience and financial planning background are valuable assets to business owners, family trust managers and executives with cross-border entities.

Saka has been honored as a Power Leader in Accounting and Finance and a 40 Under 40 winner by the South Florida Business Journal.


Areas of Focus:

Business consulting

Domestic and international tax planning and compliance

Financial and estate planning

Foreign and asset protection trusts

Foreign investment into the US

IRS examination representation

Mergers and acquisitions

Pre-immigration planning

Representation before government entities

Succession planning

Key Industries Served:

Construction and development

Family and private foundations

High-net worth individuals and families

International companies

Real estate


Community:

YPO - Southeast Chapter

Yeshiva Elementary School – Past President

Shul of Downtown – Past President

Shul of Bal Harbour – Past Vice-President

Shaare Ezra Sephardic Congregation – Past Board Member

Miami Beach Community Kollel – Board Member

Collegiate Learning Exchange – Past Board Member

Miami Beach Eruv Council – Board Member


Education:

Florida International University – Master of Science in Taxation

Florida International University – Bachelor of Science

Language:

English and Spanish

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