For Business Owners Paying $200K+ in Annual Taxes
You Built a Business Worth Millions. Do You Have a Plan to Keep It?
Beyond Business is the free guide that shows you how business owners are reducing six-figure tax bills, protecting their wealth from estate tax changes, and exiting on their own terms. Written by a wealth advisor who spent 15 years building a $300M tech business unit before crossing to the other side of the table.
Inside Beyond Business, You Will Learn:
How cash balance plans allow business owners over 45 to defer $100,000 to $700,000 annually into tax-advantaged retirement accounts, far beyond the $23,000 401(k) limit most people think is the ceiling.
Why the estate tax exemption is scheduled to drop by roughly half at the end of 2026, and the specific strategies business owners with $10M+ net worth are using now to lock in the current $13.99M per-person exemption before that window closes.
The exit planning decisions that matter more than the sale price, including QSBS positioning, entity restructuring, and defining your actual walk-away number so you stop chasing a higher offer you may not need.
What a coordinated wealth strategy actually looks likewhen your CPA, attorney, and financial advisor are working from the same playbook instead of creating gaps you don’t discover until something goes wrong.
The difference between a tax preparer and a tax strategist, and why business owners in the 35-43% bracket often overpay by six figures because no one is designing a proactive plan.
Who Wrote This Book (and Why It Matters)
Matt Losanno spent 15 years in the tech industry, where he built and led a $300M business unit coordinating engineering, product, sales, and finance teams. He knows what it feels like to build something from scratch, manage complexity under pressure, and wonder whether the financial side of your life is getting the same level of strategic attention as the business side.
It usually isn’t.
After crossing into wealth management, Matt discovered that most business owners face the same gap: they have talented individual advisors who never coordinate. The CPA files the return without knowing the estate plan. The attorney drafts trusts without understanding the retirement strategy. The financial advisor manages investments without factoring in the exit timeline. No one is quarterbacking the whole picture.
Matt founded Cinder Wealth Advisors in Cumming, Georgia, to fix that gap. He works exclusively with business owners, coordinating their CPA, attorney, and financial strategy into a single, integrated plan. He serves on the board of XPX Atlanta and wrote Beyond Business to share the strategies he walks clients through every day.
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The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Cinder Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services are offered through Csenge Advisory Group, LLC, a registered investment advisor. Cinder Wealth is not affiliated with Csenge Advisory Group, LLC. The content provided is for informational purposes only and does not constitute tax advice. Cinder Wealth is not a licensed tax professional. For guidance specific to your tax situation, please consult a qualified tax advisor or accountant.
