Thomas Castelli is a Tax Strategist and real estate investor, who helps other real estate investors keep more of their hard-earned dollars in their pockets and out of the government through proactive tax strategy and planning.
In this episode, Thomas shares his inspiring story of transitioning from a corporate job to chasing his entrepreneurial dreams. He dives into the details of his role at Tax Smart, which involves content creation, sales, and distribution for the firm’s podcast, newsletter, and Facebook group.
[00:01 - 03:10] Opening Segment
[03:11 - 27:18] Maximizing Tax Benefits And Proactive Strategies
[27:19 - 32:56] THE FINAL FOUR
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Tweetable Quotes:
“Identity is who what you repeatedly do. So, think of who you want to be and then go put those in action.” – Thomas Castelli, CPA
“It's not just about taking losses from real estate and being able to use them against your active income. That's certainly a big benefit of real but it's not the end home.” – Thomas Castelli, CPA
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