Tax Opinions, Commercial Rationale & Choosing the Right Advisor

from Advisory Explained · host Kosie Kritzinger

In this episode of Advisory Explained, host Kosie Kritzinger sits down once again with Bobby Wessels from AJM to explore what he calls the true superpower of a great advisor: weaving commercial rationale into a transaction while keeping it tax efficient. Their conversation covers three key aspects: 1. Why advisors aren’t “one-size-fits-all” - and how choosing the right advisor at the right stage makes all the difference. 2. How to balance commercial soundness with tax efficiency, avoiding unnecessary tax leakage. 3. The value of a well-drafted tax opinion in safeguarding a transaction. This episode is packed with practical insights for advisors and clients navigating complex deals. bakertillygreenwoods.co.za

Episode metadata supplied by the publisher feed · Published Oct 30, 2025

Embed this episode

Attribution link and audio player

Ready to play

Tax Opinions, Commercial Rationale & Choosing the Right Advisor

0:00 28:21

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Street Level Business Podcast with Chris Whalen, CPA Chris Whalen, CPA Tax Preparation, Accounting & Business Advisory Services Finance Roundtable Podcast Jacob Gold and Kelvin Gold It is a complicated and tricky world out there. Without a solid understanding of how money works, life can be even more challenging.We get it, talking about money is uncomfortable but we all can agree that it is an important topic to understand.The Finance Roundtable Podcast team wants to bring you along as we interview some remarkable professors, professional athletes & financial strategists about money.If you have ever wondered what is talked about between financial professionals and what goes through our minds when we are off the clock; then you will want to check out the Finance Roundtable Podcast. Jacob Gold and Michael Cochell are Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Jacob’s Retire With Purpose - The Retirement Podcast Casey Weade Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.©2026 HOWARD BAILEY FINANCIAL, INC.

Frequently Asked Questions

How long is this episode of Advisory Explained?

This episode is 28 minutes long.

When was this Advisory Explained episode published?

This episode was published on October 30, 2025.

Can I download this Advisory Explained episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!