
YFP Real Estate Investing 96: Managing Risk and Taxes through a Real Estate Team with Thomas Castelli
02/11/23 • 39 min
Thomas Castelli, CPA, CFP®, a tax strategist and real estate investor, discusses the benefits of passive real estate investing for busy pharmacists and employing tax strategy to get the most out of your real estate investments from a tax perspective.
Links Mentioned in Today’s Episode
- Tax Smart Real Estate Investors Podcast
- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
- Investopedia: Tax Reform Act of 1986
- REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet
- The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke
- Left Field Investors
- Tax Smart Real Estate Investors Facebook Group
- YFP Real Estate Investing
- Join the YFP Real Estate Investing Facebook Group
- Your Financial Pharmacist Disclaimer and Disclosures
Thomas Castelli, CPA, CFP®, a tax strategist and real estate investor, discusses the benefits of passive real estate investing for busy pharmacists and employing tax strategy to get the most out of your real estate investments from a tax perspective.
Links Mentioned in Today’s Episode
- Tax Smart Real Estate Investors Podcast
- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
- Investopedia: Tax Reform Act of 1986
- REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet
- The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke
- Left Field Investors
- Tax Smart Real Estate Investors Facebook Group
- YFP Real Estate Investing
- Join the YFP Real Estate Investing Facebook Group
- Your Financial Pharmacist Disclaimer and Disclosures
Previous Episode

YFP 294: 10 Common Social Security Mistakes to Avoid (Part 1)
Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, to kick off a two-part series on ten common social security mistakes to avoid.
Links Mentioned in Today’s Episode
Next Episode

YFP 295: 10 Common Social Security Mistakes to Avoid (Part 2)
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to wrap up the two-part series on common social security mistakes to avoid.
Links Mentioned in Today’s Episode
- YFP Planning: Financial Planning for Pharmacists
- Schedule a free Discovery Call with YFP Planning
- YFP 294: 10 Common Social Security Mistakes to Avoid (Part 1)
- YFP 242: Social Security 101: History, How it Works, and Why it Matters for Your Financial Plan
- Social Security Administration
- YFP Tax
- YFP 275: How to Build a Retirement Paycheck (Retirement Planning)
- Your Financial Pharmacist Disclaimer and Disclosures
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