Description

In episode 6 of The Purpose-Driven Investor, Robert Howell interviews Charles Tarantino, a Florida CPA specializing in tax planning for real estate investors and entrepreneurs, as they discuss the key differences between tax preparation and planning, common investor mistakes, and how to work effectively with a CPA to maximize wealth-building potential.

Tune in for valuable insights that can help you keep more of what you earn and enhance your wealth-building strategies.

TIMESTAMPS

[00:02:00] Passion for accounting and problem-solving.

[00:06:23] Tax prep vs. tax planning.

[00:11:00] Responsive communication with CPA.

[00:12:11] Importance of bookkeeping in investments.

[00:16:14] Cost segregation in real estate.

[00:20:22] Short-term rentals and taxation.

[00:25:18] Purpose-driven wealth-building strategies.

[00:28:33] Purpose-driven investing.

QUOTES

• "I am just really driven by being able to help my clients build wealth and playing a key role in that from the tax side." -Charles Tarantino
• "Purpose-driven investing... is just being hyper-focused on what your goals are." -Charles Tarantino
• "Because when we invest with purpose, everyone wins." -Robert Howell

SOCIAL MEDIA

Charles Tarantino

Instagram: https://www.instagram.com/cjthecpa/?hl=en 

Facebook: https://www.facebook.com/charles.tarantino.2025/ 

LinkedIn: https://www.linkedin.com/in/charlestarantino/ 

WEBSITE:

Howell and Sons: https://howellandsons.com/