Joseph L. Saka, CPA/PFS
Chief Executive Officer
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:
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
Representation before government entities
Key Industries Served:
Construction and development
Family and private foundations
High-net worth individuals and families
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 – Past Board Member
Florida International University – Master of Science in Taxation
Florida International University – Bachelor of Science
English and Spanish