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Why You're Losing Thousands Without a Tax Plan

Why You're Losing Thousands Without a Tax Plan

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In this episode of Let’s Know Buffalo, we talk with CPA and real estate investor Zach Newberry, who left his 9–5 job before age 40 by mastering tax strategy and rental property investing.

Zach explains the power of proactive tax planning, how most CPAs drop the ball, and why working with someone who understands both business and real estate is a game changer. We cover topics like:

  • Real estate tax strategies (including depreciation and entity structure)

  • How Zach used house hacking to launch his investment journey

  • Using equity to become a private lender

  • Financial education and the mindset shift to wealth building

Whether you're a small business owner, real estate investor, or side hustler looking to optimize your finances, this episode is for you.

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