Introducing The Wealth Building Process
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.
DetailsI also help accredited investors build wealth, diversify portfolios, and avoid the hassles of managing property with passive investments.
I also help accredited investors build wealth, diversify portfolios, and avoid the hassles of managing property with passive investments.
Hi! My name is Thomas Castelli, a Certified Public Accountant (CPA) and I help real estate investors and business owners reduce taxes and build wealth. My efforts have earned me prestigious recognitions, including the “40 Under 40” award from CPA Practice Advisor and the “Emerging Leader Award” by NYSSCPA. Let’s explore how we can maximize your financial potential together.
Hall CPA helps real estate investors, syndicates, and funds achieve significant tax savings and business growth. We offer comprehensive tax planning, tax preparation, and outsourced accounting, tailored to your unique needs.
What sets us apart? We’re investors too! This firsthand experience in real estate investing allows us to provide not just accounting and tax advice, but also invaluable operational insights that can propel your business forward.
Curious about our approach? Visit Hall CPA, PLLC to learn how we can be a game-changer for you and your company.
At Dual City Investments we help accredited investors build wealth, diversify portfolios, and avoid the hassles of managing property with passive real estate investments. Our Advantage Fund (DCAF) offers a unique opportunity for accredited investors to participate by contributing cash or opting for a 721 exchange.
This innovative approach enables investors to transfer qualifying properties into the fund in exchange for equity, facilitating an exit from direct property ownership without triggering immediate tax consequences, while at the same time stepping away from the burdens of property management, and gaining access to a diversified portfolio of assets.
Interested in learning more? Click here to discover how DCAF could revolutionize your investing strategy.
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.
DetailsEven as a dedicated real estate investor, diversifying with index funds offers a strategic advantage. This blog explains why index funds are a crucial part of my investment portfolio alongside real estate.
DetailsWhile most assume that the journey to becoming a Certified Financial Planner (CFP) revolves around mastering investing, tax strategies, and estate planning, there lies an unexpected gem: the art of risk management. This blog delves into how this lesson reshapes perspectives, enabling better decision-making.
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