https://bakertillygreenwoods.co.za/ Whether you are a business owner navigating complex decisions or a professional looking to align with a forward-thinking firm, this podcast is your go-to resource for expert insights. From tax structuring, mergers & acquisitions, valuations, and business consulting, Advisory Explained hosted by Kosie Kritzinger will help you understand the fine print. Take my advice and subscribe to Advisory Explained, a trusted perspective now. https://bakertillygreenwoods.co.za/ Business en Thu, 06 Feb 2025 09:24:14 +0200 Thu, 19 Mar 2026 06:00:00 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 Baker Tilly Greenwoods edb67a30-bb33-5150-bbf1-19646335e8e3 no Kosie Kritzinger podcast Weekly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/files/p3953/logo_9143_20250908_192827_1400.jpeg https://bakertillygreenwoods.co.za/ Whether you are a business owner navigating complex decisions or a professional looking to align with a forward-thinking firm, this podcast is your go-to resource for expert insights. Baker Tilly Greenwoods episodic Baker Tilly Greenwoods podcast@bakertillygreenwoods.co.za false ZA https://iono.fm/e/1653021 https://iono.fm/e/1653021
Their discussion centres on the core requirements for deductibility, exploring how foundational case law applies to modern business challenges. They delve into high-stakes areas such as BEE-related expenditure, the deductibility of fraud and cybercrime losses, and the potential pitfalls of expensing salaries for staff working on capital assets or inventory.

Listeners will gain insights into the practical application of Section 11(a) and how to navigate the friction between international accounting standards and tax law to ensure their deductions are robust and compliant.

bakertillygreenwoods.co.za ]]> Business Thu, 19 Mar 2026 06:00:00 +0200 0 0 Section 11a and the Realities of Business Expense Deductibility 0 0 Kosie Kritzinger full 36:07 Advisory Explained https://iono.fm/e/1652427 https://iono.fm/e/1652427
The discussion explores what rectification is, how it functions within both contract and tax law, and why it serves as a vital tool for correcting honest mistakes in written agreements. Pieter shares international examples and practical insights for the South African context, explaining how these corrections impact ongoing tax obligations and SARS compliance.

Listeners will learn the importance of correct implementation and why proving the true original intention of the parties is critical to a successful rectification.

bakertillygreenwoods.co.za ]]> Business Thu, 05 Mar 2026 06:00:00 +0200 0 0 Understanding Rectification in Tax and Contract Law 0 0 Kosie Kritzinger full 27:00 Advisory Explained https://iono.fm/e/1647402 https://iono.fm/e/1647402
Their discussion explores the shift from the old subjective test to the new objective test and what this evolution means for tax planning in South Africa. Dr Marais explains complex tax principles in clear terms, highlighting the practical impact of the case, common pitfalls, and strategies for maintaining compliance with SARS requirements.

This episode is a must-listen for professionals and taxpayers wanting clarity on the evolving tax landscape. For more on this topic, listen to our other episode on GAAR and Simulation with Bobby Wessels.

bakertillygreenwoods.co.za ]]> Business Thu, 19 Feb 2026 06:00:00 +0200 0 0 Taxpayer G: The GAAR Game Changer 0 0 Kosie Kritzinger full 36:45 Advisory Explained https://iono.fm/e/1607168 https://iono.fm/e/1607168
The discussion unpacks what Section 8C is, how it works, and the role of employment-specific restrictions and vesting dates. They also explore the cashflow implications at vesting, the interaction between share-options and phantom-share schemes, and why these alternatives don’t avoid the 8C rules.

Listeners will also hear about the potential benefits of Section 8C, along with key takeaways and red flags to look out for when dealing with restricted shares or employee share-incentive schemes.

bakertillygreenwoods.co.za ]]> Business Thu, 27 Nov 2025 06:00:00 +0200 0 0 Unpacking Section 8C and Restricted Shares 0 0 Kosie Kritzinger full 24:58 Advisory Explained https://iono.fm/e/1606927 https://iono.fm/e/1606927
The discussion explores what SARS expects when you cease South African tax residency, and what SARB requires to transfer funds offshore. They cover the fundamentals of exit tax, which assets are excluded, liquidity considerations, when the exit charge becomes due, and why planning ahead is essential.

Elizabeth also shares a high-level step-by-step guide to navigating both SARS and SARB, while highlighting common pitfalls individuals often overlook when setting up their exit strategy.

bakertillygreenwoods.co.za ]]> Business Thu, 13 Nov 2025 06:00:00 +0200 0 0 Exit Tax explained: SARS, SARB & Planning ahead 0 0 Kosie Kritzinger full 40:04 Advisory Explained https://iono.fm/e/1606873 https://iono.fm/e/1606873
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 ]]> Business Thu, 30 Oct 2025 06:00:00 +0200 0 0 Tax Opinions, Commercial Rationale & Choosing the Right Advisor 0 0 Kosie Kritzinger full 28:21 Advisory Explained https://iono.fm/e/1606799 https://iono.fm/e/1606799
They break down what due diligence really means, why it’s such a critical part of mergers and acquisitions, and how it shapes deal readiness. The discussion goes beyond the basics, diving into common red flags, key triggers, and industry-specific nuances that advisors and clients should look out for.

Whether you’re on the buy-side or sell-side, this episode highlights how proper due diligence can make or break a transaction.

bakertillygreenwoods.co.za ]]> Business Thu, 16 Oct 2025 06:00:00 +0200 0 0 The Role of Due Diligence in Successful Transactions 0 0 Kosie Kritzinger full 34:35 Advisory Explained https://iono.fm/e/1602641 https://iono.fm/e/1602641
Irma and Kosie discuss the primary advantages of offshore trusts, when individuals and families should start considering them, and the common pitfalls to avoid when setting up offshore structures. They also unpack the main ways to fund an offshore trust, weighing up the pros and cons of each approach.

This episode offers valuable insights for anyone looking to understand how offshore trusts fit into a holistic wealth and legacy strategy.

bakertillygreenwoods.co.za ]]> Business Thu, 02 Oct 2025 06:00:00 +0200 0 0 Offshore Trusts: Benefits, Risks & Key Insights 0 0 Kosie Kritzinger full 25:32 Advisory Explained https://iono.fm/e/1598471 https://iono.fm/e/1598471
Their discussion unpacks the nuances of GAAR, exploring its place within the Income Tax Act, providing a practical example, and outlining the key elements to consider. Bobby and Kosie shift to the Simulation Doctrine, where they explain how courts strip away form to reveal substance.

Listeners will gain valuable insights into the General Anti-Avoidance Rule, the Simulation Doctrine, and how to navigate these SARS tools.

bakertillygreenwoods.co.za ]]> Business Thu, 18 Sep 2025 06:00:00 +0200 0 0 What you need to know about GAAR and Simulation Doctrine 0 0 Kosie Kritzinger full 20:58 Advisory Explained https://iono.fm/e/1594007 https://iono.fm/e/1594007
Their discussion explores Xero's applicability in today's digital landscape, and they delve into how maintaining clean numbers can make a business M&A or sale-ready.

Listeners will gain concrete steps to leverage Xero, build robust financial records, and prepare for their next major transaction.

bakertillygreenwoods.co.za ]]> Business Fri, 05 Sep 2025 06:00:00 +0200 0 0 Explaining the benefits of Xero Cloud Accounting 0 0 Kosie Kritzinger full 29:05 Advisory Explained https://iono.fm/e/1588743 https://iono.fm/e/1588743
The discussion explores the different types of residency, how they differ and why the distinctions matter. They also delve into the role of Double Tax Agreements (DTAs) in cross-border planning, and examine Section 6quat, which deals with foreign tax credits and relief.

Listeners will come away with a clearer understanding of how residency impacts tax obligations, offshore structuring, and exchange control.

bakertillygreenwoods.co.za ]]> Business Thu, 21 Aug 2025 06:00:00 +0200 0 0 Unpacking the complexities around South African Tax Residency 0 0 Kosie Kritzinger full 15:38 Advisory Explained https://iono.fm/e/1583956 https://iono.fm/e/1583956
Their discussion centres on two key provisions: Paragraph 43A of the Eighth Schedule and Section 8E of the Income Tax Act. Together, they explore how these rules function, when they apply, and the implications for taxpayers and advisors navigating transactions that may fall within their scope.

Listeners will gain insights into the purpose behind these anti-avoidance measures and how to approach them in practice.

www.bakertillygreenwoods.co.za ]]> Business Thu, 07 Aug 2025 06:00:00 +0200 0 0 Breaking down complex Specific Anti-Avoidance tax laws 0 0 Kosie Kritzinger full 26:44 Advisory Explained https://iono.fm/e/1533590 https://iono.fm/e/1533590
Host Kosie Kritzinger outlines the types of M&A, key terminology, necessary documentation, team building, and the importance of planning for both the transaction and post-merger integration.

The discussion emphasizes that M&A is not just about financial gains but also about strategic alignment, cultural integration, and long-term success.

www.bakertillygreenwoods.co.za ]]> Business Wed, 19 Mar 2025 00:01:00 +0200 0 0 The best practices for building a winning M&A team 0 0 Kosie Kritzinger full 27:51 Advisory Explained https://iono.fm/e/1533208 https://iono.fm/e/1533208
The discussion covers three primary valuation methods: Net Asset Value (NAV), EBITDA multiples, and Discounted Cash Flow (DCF). Each method is examined in detail, highlighting their applications, advantages, and the contexts in which they
are most effective.

The episode also emphasizes the role of valuations as strategic tools for long-term planning and performance tracking, concluding with key takeaways for listeners.

www.bakertillygreenwoods.co.za ]]> Business Wed, 12 Mar 2025 00:01:00 +0200 0 0 Mastering Valuations: We explain key methods for strategic planning 0 0 Kosie Kritzinger full 34:26 Advisory Explained https://iono.fm/e/1528636 https://iono.fm/e/1528636
They discuss the importance of building strong relationships with legal counsel, the necessity of early involvement in deals, and the distinction between transactional and relational agreements.

Robert introduces the innovative concept of comic contracts, which aim to make legal agreements more accessible and understandable for all parties involved. The conversation emphasizes the need for clear communication, defining success in agreements, and the value of having legal advisors integrated into business strategies.

www.bakertillygreenwoods.co.za ]]> Business Wed, 05 Mar 2025 00:01:00 +0200 0 0 This is how to draft contracts for real people with Robert De Rooy 0 0 Kosie Kritzinger full 46:57 Advisory Explained https://iono.fm/e/1528446 https://iono.fm/e/1528446
Together they delve into foreign exchange (forex) risk management, focusing on South African businesses and individuals involved in cross-border transactions.
The discussion covers the volatility of the South African rand, the importance of tailored risk mitigation strategies, and the value of personalized advisory services.

www.bakertillygreenwoods.co.za ]]> Business Wed, 26 Feb 2025 00:01:00 +0200 0 0 The best strategies to effectively manage forex risk in South Africa (featuring KUDA FX) 0 0 Kosie Kritzinger full 35:24 Advisory Explained https://iono.fm/e/1528440 https://iono.fm/e/1528440
The discussion covers the reasons behind restructuring, key considerations, the steps involved, and the essential tools and techniques used in the process.

Emphasizing the importance of having the right advisors, the episode highlights that restructuring is not merely about change but about strategically positioning a business for future growth and resilience

www.bakertillygreenwoods.co.za ]]> Business Wed, 19 Feb 2025 00:01:00 +0200 0 0 Is corporate restructuring the key to business transformation? 0 0 Kosie Kritzinger full 33:26 Advisory Explained https://iono.fm/e/1526308 https://iono.fm/e/1526308
The podcast aims to simplify complex business concepts such as transactions, tax structuring, and valuations. Kosie highlights Baker Tilly Greenwood's commitment to understanding client needs and providing tailored solutions.

The episode also discusses the firm's affiliation with Baker Tilly International, emphasizing their role as a trusted advisor dedicated to helping clients navigate the complexities of today's business landscape.

www.bakertillygreenwoods.co.za ]]> Business Tue, 11 Feb 2025 10:10:00 +0200 0 0 The ultimate guide to navigating complex business transactions and advisory services 0 0 Kosie Kritzinger full 14:28 Advisory Explained https://iono.fm/e/1524942 https://iono.fm/e/1524942
Whether you're a business owner navigating complex decisions or a professional looking to align with a forward-thinking firm, this podcast is your go-to resource for expert insights.

From tax structuring, mergers & acquisitions, valuations, and business consulting, Advisory Explained, hosted by Kosie Kritzinger will help you understand the fine print.

Our first season will help you navigate the complexities of today’s business landscape with confidence.

Take my advice and subscribe to Advisory Explained, a trusted perspective on now.

https://bakertillygreenwoods.co.za/ ]]> Business Wed, 05 Feb 2025 09:43:00 +0200 0 0 This is Advisory Explained 0 0 Kosie Kritzinger trailer 0:56 Advisory Explained