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Joseph L. Saka, CPA/PFS

Chief Executive Officer

For more than 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
  • Corporate restructuring
  • 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
  • State and local tax planning, including sales and use tax
  • Succession planning
  • Representation before government entities
  • Succession planning

Education

  • Florida International University – Master of Science in Taxation
  • Florida International University – Bachelor of Science

Industries Served

  • Closely held family businesses and entrepreneurs
  • Construction and development
  • Family and private foundations
  • High-net worth individuals and families
  • International companies and entrepreneurs
  • Medical devices and healthcare
  • Real estate

Languages

  • English and Spanish

Community Involvement

  • Yeshiva Elementary School – Past President
  • Shul of Bal Harbour – Past Vice-President
  • Shaare Ezra Sephardic Congregation – Past Board Member
  • Miami Beach Community Kollel – Board Member

Affiliations