*
*
*

PKF Advisory


People Directory

Joseph Saka

Managing Director

Professional Experience

Joseph Saka is a Managing Director with PKF Advisory. For nearly 20 years, he 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

Primary Industries Served

  • Construction and development
  • Family and private foundations
  • High-net worth individuals and families
  • International companies
  • Real estate

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants – Past Member of Young CPA Committee
  • 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

Accreditations

  • Certified Public Accountant (Florida)
  • Personal Financial Specialist

Education

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

Get In Touch

Fill in the form below to contact us now

* *
*