Karen A. Lake, Cpa, Cfst

Karen A. Lake, Cpa, Cfst Email and Phone Number

Director and leader State and Local Tax "SALT" and Credits and Incentives at Berkowitz Pollack Brant @ AICPA
Karen A. Lake, Cpa, Cfst's Location
Fort Lauderdale, Florida, United States, United States
Karen A. Lake, Cpa, Cfst's Contact Details

Karen A. Lake, Cpa, Cfst work email

Karen A. Lake, Cpa, Cfst personal email

n/a

Karen A. Lake, Cpa, Cfst phone numbers

About Karen A. Lake, Cpa, Cfst

State and Local Tax Expert. Thank you for visiting my profile. I am the leader of State And Local Tax (SALT), Federal and State credits / incentive practice with Berkowitz Pollack Brant Advisors and Accountants. I have twenty years of experience providing state and local tax consulting services to multi-state clients in virtually every industry.My prior professional opportunities enable me to bring a 360 degree perspective to my position. With experience as a senior advisor in Big 4 public accounting firm, a member of corporate tax department, and finally as a state auditor, I understand the full range of tax issues most businesses and individuals face, and I am able to bring practical, real-world solutions to complex business environments. If you have any state and local tax questions or needs you can reach me at klake@bpbcpa.com or 305.960.12022024- 2009 Berkowitz Pollack Brant State and Local Tax Practice Leader2024 Forbes Top 200 CPAs in America2024-2025 Chair Elect of FICPA2026-2018 Florida TaxWatch Board of Trustee 2026 -2018 Chair of Florida TaxWatch's Tax Advisory Council. 2020 Chair of Florida TaxWatch, Covid-19 Task Force2020 FICPA Women to Watch Experienced Leader Award winner2026 - 2018 Florida Institute of Certified Public Accounts Board of Director and CounselToastmaster International Distinguished ToastmasterSpecialties: I provide practical, customized State and Local Tax ("SALT") solutions in the area of Federal & State credits and incentives, excise taxes, income / franchise tax, property tax, sales / use tax, real estate transfer taxes and unclaimed property to clients nationwide.

Karen A. Lake, Cpa, Cfst's Current Company Details
AICPA

Aicpa

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Director and leader State and Local Tax "SALT" and Credits and Incentives at Berkowitz Pollack Brant
Karen A. Lake, Cpa, Cfst Work Experience Details
  • Aicpa
    State And Local Tax Technical Resource Panel
    Aicpa Jul 2020 - Present
    Durham, Nc, Us
  • Berkowitz Pollack Brant Advisors And Accountants
    State And Local Tax "Salt" Expert, Director
    Berkowitz Pollack Brant Advisors And Accountants Jan 2009 - Present
    Miami, Florida, Us
    I provide practical, customized State and Local Tax ("SALT") tax minimization strategies to high net worth individuals and businesses.
  • Florida Taxwatch
    Chair Tax Advisory Council, Board Of Trustees
    Florida Taxwatch Jan 2017 - Present
    As an State and Local Tax Expert, it is important to be involved with Florida TaxWatch ("FTW"). FTW is independent, nonpartisan, nonprofit taxpayer research institute & government watchdog for more than one third of a century, Florida TaxWatch works to improve the productivity and accountability of Florida government. Its research recommends productivity enhancements and explains the statewide impact of fiscal and economic policies and practices on citizens and businesses.Florida TaxWatch is supported by voluntary, tax-deductible donations and private grants, and does not accept government funding. Donations provide a solid, lasting foundation that has enabled Florida TaxWatch to bring about a more effective, responsive government that is more accountable to, and productive for, the citizens it serves since 1979.
  • Institute For Professionals In Taxation
    Chairman South Florida State And Local Tax Luncheon Group
    Institute For Professionals In Taxation Jan 2006 - Present
    Sandy Springs, Georgia, Us
    Provide outstanding educational opportunites for members of Intitute for Professionals in Taxation.
  • Florida Institute Of Cpas (Ficpa)
    Conference Chair / Organizer State Tax Mega, Cpa'S In Industry, Women Leadership, Accounting Busines
    Florida Institute Of Cpas (Ficpa) 2005 - Present
    Orlando, Florida, Us
    FICPA Tax Conferences ensure that professionals are aware of recent changes in tax laws and they are a great way to network with other professionals.
  • Florida Institute Of Cpas (Ficpa)
    Board Of Directors And Counsel
    Florida Institute Of Cpas (Ficpa) Jul 2018 - Present
    Orlando, Florida, Us
    * 2020 Women to Watch Experienced Leader* Chair of FICPA State Tax Committee which is part of MEGA Conference July 1, 2016 to June 30, 2018. 2018 -2021 committee member* Co-Chair FICPA Accounting & Business Show July 1, 2017 to June 30, 2019. 2019 - 2021 Committee member. * Chair and Co-Chair FICPA CPAs in Industry Conferences - Tampa and Fort Lauderdale, Florida July 1, 2013 to June 30, 2018. 2018 - 2021 committee member. * Women Leadership Conference Committee
  • Saltexpert.Blogspot.Com
    Founder And Author
    Saltexpert.Blogspot.Com 2009 - Nov 2021
  • Deloitte Tax Llp
    Senior Manager - State And Local Tax Professional
    Deloitte Tax Llp Mar 2000 - 2008
    Worldwide, Oo
  • Kpmg
    Supervising Senior - State And Local Tax
    Kpmg Feb 1999 - Mar 2000
    New York, Ny, Us
  • Eckerd Drugs
    Manager - State And Local Tax
    Eckerd Drugs Sep 1996 - Feb 1999
  • Fl Department Of Revenue
    Auditor - State Income, Sales, Documentary, Intangible Tax
    Fl Department Of Revenue 1993 - 1996
    Tallahassee, Florida, Us

Karen A. Lake, Cpa, Cfst Skills

Auditing Restructuring Cpa Income Tax Public Speaking Accounting Cash Flow Fin 48 Mergers Big 4 Sales Tax Tax Law Tax Process Improvement Sec Filings Strategic Planning Franchise Tax Tax Compliance Compliance Tax Advisory Corporate Tax Partnership Taxation Us Tax Financial Accounting Business Planning High Net Worth Individuals Forensic Accounting Business Valuation Use Tax Us Gaap Accountants Marketing Manufacturing Internal Controls Fas109 Property Tax Gaap Tax Accounting Tax Preparation Sarbanes Oxley Act Financial Reporting State Tax Due Diligence General Ledger Sox Tax Returns Mergers And Acquisitions S Corporations Tax Research

Karen A. Lake, Cpa, Cfst Education Details

  • Florida Atlantic University
    Florida Atlantic University
    Accounting

Frequently Asked Questions about Karen A. Lake, Cpa, Cfst

What company does Karen A. Lake, Cpa, Cfst work for?

Karen A. Lake, Cpa, Cfst works for Aicpa

What is Karen A. Lake, Cpa, Cfst's role at the current company?

Karen A. Lake, Cpa, Cfst's current role is Director and leader State and Local Tax "SALT" and Credits and Incentives at Berkowitz Pollack Brant.

What is Karen A. Lake, Cpa, Cfst's email address?

Karen A. Lake, Cpa, Cfst's email address is kl****@****cpa.com

What is Karen A. Lake, Cpa, Cfst's direct phone number?

Karen A. Lake, Cpa, Cfst's direct phone number is +195459*****

What schools did Karen A. Lake, Cpa, Cfst attend?

Karen A. Lake, Cpa, Cfst attended Florida Atlantic University.

What skills is Karen A. Lake, Cpa, Cfst known for?

Karen A. Lake, Cpa, Cfst has skills like Auditing, Restructuring, Cpa, Income Tax, Public Speaking, Accounting, Cash Flow, Fin 48, Mergers, Big 4, Sales Tax, Tax Law.

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