Why Your CPA and Financial Advisor Probably Aren't Talking (And Why It Matters)

Описание: Most business owners have a CPA, an attorney, and a financial advisor. But are they actually talking to each other? In this video, Matt Losanno of Cinder Wealth Advisors in Cumming Georgia explains why advisor coordination is one of the most overlooked wealth strategies for business owners, and how working in silos can lead to costly gaps in your tax plan, estate plan, and exit strategy.

Matt walks through a real-world example of how coordinating between a CPA, attorney, and financial advisor saved a business owner millions in capital gains taxes by structuring their entity correctly from the start. He also covers the red flags that your advisors are not coordinating, common mistakes business owners make when managing multiple professionals, and what a financial quarterback model looks like in practice.

Topics covered in this video:
Why your CPA and financial advisor need to communicate
How uncoordinated advice leads to expensive mistakes
The qualified small business stock strategy explained
Red flags your advisory team is working in silos
What a financial quarterback does for business owners
How to evaluate whether your current advisors are working together

This video is for educational purposes only and is not personalized financial, tax, or legal advice. Always consult your own advisors before making decisions.

About Cinder Wealth Advisors
Cinder Wealth provides strategic financial guidance for business owners and families in the Atlanta area and beyond. We specialize in tax planning, exit planning, estate strategies, and multi-advisor coordination for business owners with complex financial lives.

Ready to find out if your advisors are actually working together? Schedule a free consultation at https://cinderwealth.com/schedule/

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