Tax Services - PeopleOur Team - Proven Expertise with a Personal Approach:
Thomas Foglia, CPA, PFS - Partner
Tom is a founding member of the firm and manages the firm's tax planning and compliance practice.
He has extensive experience in managing complex multi-year income tax planning issues which includes understanding:
stock options, passive activities, alternative minimum tax, capital transactions, divorce, state residency matters, trusts, business structure, retirement, and charitable giving.
He also has experience working with federal and state authorities to resolve income tax matters.
His experience in taxation is integrated with our investment consulting practice, which includes developing tax efficient asset allocation strategies.
As a Registered Investment Advisor Representative, he also has direct experience and relationship management responsibilities for many of our investment advisory clients. Our unique integration of income taxes, wealth transfer, and investment planning provide our clients with a holistic approach.
Prior to starting the firm, Tom spent 18 years as a Director with Deloitte where he was responsible for the Mid-Atlantic Private Client Advisors Practice.
Education: Bachelor Degree from Drexel University and a Master of Taxation from Villanova University.
Other Credentials: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Registered Investment Advisor Representative designations.
Other Activities: Former President and current Finance Committee member of the Kelly Anne Dolan Memorial Fund and the Board Treasurer of the Philadelphia Society for the Preservation of Landmarks.
Saverio (Sam) Paglioni, CIMA®, MBA - Partner
Sam is a founding member of the firm and manages the firm's investment advisory practice.
He has extensive experience with manager due diligence, asset allocation analysis, performance reporting and portfolio development.
He has developed and refined our firm's asset allocation process and philosophy.
His extensive investment experience is integrated with our tax practice to focus on adding after-tax value for our taxable clients.
Sam also leads the firm's effort in the retirement plan marketplace where he has developed independent and "unbundled" service programs to assist plan sponsors.
Sam is a Registered Investment Advisor Representative.
Prior to starting the firm, Sam spent 8 years as a Senior Manager with Deloitte where he served on the Firms Investment Committee and was integral in launching the investment advisory practice.
Education: Bachelor Degree from The Ohio State University and an MBA from Kennesaw State University.
Other Credentials: Certified Investment Management Analysis (CIMA®) and Registered Investment Advisor Representative designations.
Other Activities: Past Secretary, Treasurer and Board Member of Investment Management Consultants Association (IMCA), Advisory Member of St. Catherine of Siena School.
Colleagues
• Charles J. Nesmith - Financial Associate
• Linda N. Ruggia - Administrator
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