Thomas Castelli
CPA and co-host of the Tax Smart Real Estate Investors Podcast who focuses on tax, accounting, and finance strategies for real estate investors and business owners; provides actionable tax planning and advisory guidance for investors.
Top 3 podcasts with Thomas Castelli
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Jan 2, 2024 • 24min
254. The Real Estate Investor's Guide to the 2024 Tax Terrain: Crucial Details
Tax expert for real estate investors, Thomas Castelli, joins the podcast to discuss crucial details about the 2024 tax terrain. Topics covered include the 2024 Corporate Transparency Act, the bonus depreciation adjustment, and the viability of various tax reduction strategies. Learn about upcoming tax deadlines, the importance of accurate bookkeeping, and how maintaining financial records can help investors make informed decisions.
Aug 20, 2023 • 54min
130. How to Minimize Tax and Maximize Returns with Thomas Castelli
Thomas Castelli, tax strategist for real estate investors, discusses tax strategies for passive real estate investors. Topics include passive losses offsetting earned and passive income, cost segregation studies for larger tax losses, bonus depreciation for rapid depreciation, and the Lazy 1031 strategy for passive investors.
Feb 26, 2026 • 27min
MLRE: The Syndication Mistakes I'd Never Make Again (An Investor Deep Dive)
Thomas Castelli, Partner at Hall CPA and former syndicator and multifamily investor, shares firsthand tales from closing deals, weathering hurricane due diligence, and exiting during COVID. He talks about capital raising mistakes, the importance of investor relationships, underwriting and submarket analysis, insurance risks in hurricane zones, and how a failed fund shaped his approach to syndications.
