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Thomas Castelli
Tax & Business Advisor l Real Estate Investor l Entreprenuer
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Free Newsletter
  • My Story
  • Work With Thomas
    • Real Estate Accounting & Tax Solutions
  • 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 28, 2024

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Where Passive Investing in Syndicates and Funds Fits into the Wealth Building Process

InvestingBy Thomas CastelliMay 28, 2024

Explore the benefits of passive investing in syndicates and funds for accredited investors. Understand how these investments can aid in wealth accumulation, provide cash flow during retirement, and facilitate wealth transfer through 721 Exchange and step-up in basis.

Introducing The Wealth Building Process

Generational Wealth, Personal FinanceBy Thomas CastelliMay 28, 2024

Dive into my latest framework called the wealth building process. From generating income to estate planning, we cover every essential step to secure and grow your financial future.

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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