How “Family Wealth” Changed My Perspective on Generational Wealth
Unveiling the profound shift in understanding generational wealth, influenced by insights from “Family Wealth” by James Hughes Jr.
DetailsHi! 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? Request a free discovery call to learn how we can be a game-changer for you and your company.
Unveiling the profound shift in understanding generational wealth, influenced by insights from “Family Wealth” by James Hughes Jr.
DetailsThe Infinite Banking Concept (IBC) combined with an Irrevocable Life Insurance Trust (ILIT) is a powerful strategy for creating and preserving wealth across generations. Learn how these tools can help secure your family’s financial future.
DetailsDive 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.
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