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Thomas Castelli
Tax & Business Advisor l Real Estate Investor l Entreprenuer
Thomas Castelli
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  • My Story
  • Work With Thomas
    • Real Estate Accounting & Tax Solutions
    • Become a Tax Smart Insider
  • Resources
    • Tax Smart REI Newsletter
    • Tax Smart REI Podcast
    • Real Talk Newsletter
    • Blog
  • Let’s Connect
    • Miami Networking Events
    • Invite Thomas to Speak
    • Accounting & Tax Careers
    • General Inquiries

Daily Archives: May 12, 2024

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The Rockefeller Waterfall Method: Building Generational Wealth Through Life Insurance

Generational WealthBy Thomas CastelliMay 12, 2024

Uncover the secrets of the Rockefeller Waterfall Method and how it uses life insurance to create a lasting legacy of wealth across generations, with insights into the different outcomes for the Rockefellers and Vanderbilts.

How “Family Wealth” Changed My Perspective on Generational Wealth

Generational WealthBy Thomas CastelliMay 12, 2024

Unveiling the profound shift in understanding generational wealth, influenced by insights from “Family Wealth” by James Hughes Jr.

Thomas Castelli
Certified Public Accountant | Investor

The contents of this website do not constitute as tax, legal, or financial advice. Nor an offer to sell securities.

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