Anthony Venette

Manager of valuation services

Anthony Venette, CPA/ABV is a manager of valuation services at Withum. He specializes in providing precise, defensible valuation analyses for trust and estate filings, shareholder transactions, and corporate planning. He also advises clients on business transition strategies, succession planning and tax-efficient wealth transfers to achieve their long-term objectives.

Tax

Life insurance proceeds and valuation after Connelly

Here's why insurance-funded redemptions do not necessarily increase enterprise value and how a Supreme Court decision didn't reflect economic reality.

By Anthony Venette

July 15
Tax

Supreme Court life insurance ruling has estate tax implications

In a landmark decision earlier this year, the Supreme Court addressed the valuation of shares in closely held corporations for federal tax purposes.

By Anthony Venette

September 6
Practice management

A growing role for CFOs in ownership transitions

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

By Anthony Venette

May 2
Audit

Using the Backsolve Method for stock-based compensation

If you audit or manage a startup company or other privately held business, don't overlook the treatment of stock-based compensation.

By Anthony Venette

February 22
Accounting

Valuing startups' complex equity structures

Stock compensation opens up new challenges from a GAAP perspective.

By Anthony Venette

September 19