Dominic A. Caglioti, CPA, Managing Member
Email: dac@TheCagliotiGroup.com
As a
Certified Public Accountant
with over
35 years
of public accounting
experience,
Mr.Caglioti
provides auditing,
forensic accounting,
and tax
services to
clients
in the
insurance and healthcare
industries, as
well as
real estate.
manufacturing, distribution
and retail.
His business
operations expertise
includes
managing cash
flow, financing,
and capital
expenditures.
Dominic is
able to
provide litigation
support for
a variety
of expert
witness engagements
involving
audit
and forensic
accounting. Dominic
has also
provided expert
testimony.
both in
deposition
and tria l proceedings.
in the
areas
of
contract disputes and
cost accounting matters,
matrimonial. shareholder disputes,
and bankruptcy proceedings. His
testimony
has been requested
in
Federal and
State Courts,
Board forums,
and private
settlement conferences.
Educational Background
Bachelor of Science
Accounting, Villanova University, Villanova, PA
Professional Status
CPA, Pennsylvania and New Jersey
American Institute of Certified Public Accountants, (AICPA)
New Jersey Society of Public Accountants (NJSCPA)
Pennsylvania Institute of Certified Public Accountants (PJCPA)
Expertise
Accounting
Budgeting
Contract Negotiations
Estate Administration
Estate and Business Planning
Financial Forecasts
Forensic Accounting
Litigation Services
Tax Planning and Compliance
Corporations
Estates and Trusts
Expatriates
High Net Worth Individuals
Martha E. Eckhardt, EA, Senior Tax Manager
Email: mee@TheCagliotiGroup.com
Ms. Eckhardt has served for over two decades in the public sector working on tax-related matters. Martha has routinely been called upon to prepare the most difficult individual tax returns for high net worth individuals, executives, athletes and expatriates. In addition, Martha has an excellent rapport with both clients and tax authorities, ensuring timely and professional correspondence with project mangement.
Educational Background
Master of Business Administration - Accounting
Temple University, Philadelphia, PA
Professional Status
IRS Enrolled Agent
National Association of Enrolled Agents (NAEA)
New Jersey Society of Enrolled Agents (NJSEA)
Tax Planning & Compliance
Estates & Trusts
Expatriates
High Net Worth Individuals
International
Multi-States
Private Foundaations
Anthony N. Mallace, CPA, JD, Senior Tax Manager
Email: amallace@TheCagliotiGroup.com
Si parla italiano
Mr.
Mallace has worked in the industry for
over 32 years focusing on tax planning and compliance
for individuals, estates and trusts, businesses and not
for profits. Anthony is well versed
in diverse estate planning and
administration including the drafting of wills, trusts, powers of attorney and
living wills. He is experienced in providing tax advisory services to local
accounting and law firms as well as drafting contracts and other legal
documents for clients. Anthony has also prepared federal, multi-state and
foreign tax filings for high net
worth taxpayers, including medical
and legal practice owners and professional athletes with an annual compensation
of up to $10 million and investment income from sources in multiple United
States and Foreign Jurisdictions. In
addition, he has managed a large tax engagement
for a multi-national corporation with
sales in excess of $300 million. Anthony was responsible
for federal,
state and international filings in 26 U.S. jurisdictions and
interpretation of tax
treaty positions
in several
countries.
Educational Background
Juris Doctor - Emphasis on Tax Work, Rutgers Law
School, Camden, New Jersey
Bachelor of Science - Accounting (Minor in Italian & Literature), St. Joseph’s
University, Philadelphia, Pennsylvania
Professional Status
CPA Pennsylvania
Attorney at Law admitted to practice:
Pennsylvania, New Jersey, District of Columbia and before the United States Tax
Court
Experience and Expertise
Accounting
Budgeting
Contract Negotiations
Estate Administration
Estate & Business
Planning Financial
Forecasts
Forensic Accounting
Litigation Services
Tax Planning & Compliance
Corporations
Estates & Trusts
Expatriates
High Net Worth Individuals
International
Multi-States
Not for Profits
Partnerships
Private Foundations
A. J. Comly, Senior Accountant
Email:
ajcomly@TheCagliotiGroup.com
AJ joined the firm as a Senior Accountant in 2019. He plays a lead
role in the preparation of individual, partnership and corporation tax returns.
When AJ became a part of the firm, he brought 6 years of experience in the
field, including 3 years spent as a public accountant, with responsibilities
spanning audit, tax, financial reporting and business management. He also spent
3 years as an accountant for a local CPA firm in North Jersey, where he prepared
individual returns and helped train interns on the basics of tax preparation. AJ
is working towards his Certified Public Accountant licensure and is a promising
young professional on the rise.
Educational Background
Bachelor of Science - Accounting, William Paterson University, Wayne,
NJ
Professional Status
American Institute of Certified Public Accountants (AICPA)
New Jersey Society of Public Accountants (NJSCPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
Experience and Expertise
Accounting
Auditing
Budgeting
Financial Forecasts
Forensic Accounting
Tax Planning & Compliance
Corporations
Estates and Trusts
Expatriates
High Net Worth Individuals
Multi-States
Private Foundations