Gold Jewelry Business Team

Jim Colitsas, CPA

Partner & Accountant

As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered.

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TOM COLITSAS

Founding Partner & Accounting Advisor

Tom has over 45 years of business experience. But, at the core of it all, Tom is a businessman and an entrepreneur. Tom services clients in a variety of industries but is a true expert in the areas of franchises and corporate workouts. In fact, he is often called upon as a resource by other professionals, both inside and outside the firm, in these areas.

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Cari Shapiro, CPA

Senior Accountant

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Kelly DiTosto, CPA

Senior Accountant

Kelly received her Bachelor of Science in Accounting from Villanova University. She is a member in good standing with the Pennsylvania Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

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Pravalika Vangapally, CPA

Staff Accountant

Pravalika Vangapally is a highly skilled Certified Public Accountant (CPA) with a robust background in financial reporting, tax, and auditing. Her diverse experience spans across both the U.S. and India, having worked with prominent public accounting firms in Pennsylvania and New Jersey, as well as with renowned Chartered Accountant firms in India.

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Lisa Temple

Staff Accountant

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CHRISTINE DEVINOFF

Staff Accountant

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Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney

Siobhan Kinealy is a highly skilled attorney specializing in Trusts and Estates law. Born in Ireland and growing up in Liverpool, Siobhan has a career that has spanned both sides of the Atlantic and across corporate sectors. She has a BA History (UK), an LLB Law (UK) and a JD from Rutgers- Newark. She is an active member of the Irish American Community and was awarded the Irish Echo 40 Under 40 in 2022 in recognition for her professional and personal achievements. In 2023, Siobhan joined the prestigious list of Super Lawyers Rising Stars.

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BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

Senior Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.

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Recent Posts

Smart Tax Planning Strategies for a Wealthier Retirement and Legacy

As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...

<p>The post Smart Tax Planning Strategies for a Wealthier Retirement and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New Estate Tax Bill Spurs Important Review—But No Need to Panic

A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...

<p>The post New Estate Tax Bill Spurs Important Review—But No Need to Panic first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Strategic Financial Guidance Turns Market Volatility into Opportunity

Navigate market uncertainty with confidence. Learn how strategic financial advice can transform volatility into long-term growth opportunities. Market fluctuations often stir anxiety, even among experienced investors. For business owners, multigenerational families, and individuals navigating post-liquidity ...

<p>The post How Strategic Financial Guidance Turns Market Volatility into Opportunity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>