Anthony Venette leads the Firm’s Tax Valuation Services practice, bringing over a decade of experience in public accounting.
He works closely with privately held businesses, their owners and individuals to deliver solutions in cash flow management, tax planning and strategic estate and business valuation. Anthony specializes in complex valuations for gift and estate tax planning and compliance, corporate planning, ESOP transactions, ASC 718 and ASC 805 reporting, SBA requirements and matrimonial matters. His expertise also extends to advising clients on mergers and acquisitions, investments, succession planning, start-ups, debt restructuring, litigation support and forensic accounting.
Anthony is a Certified Public Accountant (CPA) in New York state and holds the Accredited Business Valuation (ABV) credential.
Learn more about my professional experience and how I spend my time outside the firm.
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Anthony is a sought-after speaker, having shared his expertise on numerous platforms, focusing on business transition, estate planning and valuation strategies. His presentations and podcast appearances include: The Accounting Podcast, The Unique CPA Podcast, CPA Academy, Earmark CPA, Financial Experts Network, Capital Club Podcast and Wealth Management Forward.
He has authored numerous thought leadership pieces across leading industry publications, focusing on business valuation, estate planning and ownership transitions. His work includes guidance on ESOPs versus private equity (New Jersey Business Magazine) and IRS regulatory updates and valuation fundamentals (WealthManagement.com). In addition, Anthony provides practical insights (Medical Economics), startup valuation challenges (CPA Trendlines) and technical topics like stock-based compensation and marketability discounts (Accounting Today). His articles aim to help business owners, financial leaders and advisors navigate complex tax, valuation and succession planning issues.
Anthony has been widely recognized for his contributions to the accounting and valuation profession. He was named to Forbes 2025 America’s Top CPAs for Valuations list, honored with the prestigious AICPA Forensic and Valuation Services (FVS) Standing Ovation Award and received the Young Accounting Alumni Award from St. John Fisher University for his leadership and impact in the field.
For many New Yorkers, estate tax planning has felt like something that could wait. Under current law, that reaction is understandable. New York’s basic exclusion amount for 2026 is $7.35 million, which means many families and business owners still feel comfortably outside the state estate tax conversation. That is why the recent proposal linked to…
Auto dealers are experiencing one of the most unusual transition periods the industry has seen as pandemic-driven profitability returns to more traditional levels. Inventory shortages that once pushed gross profit-per-unit to historic highs have eased, yet dealership performance remains elevated by long-term standards. Blue sky values, while off their peak, continue to sit above historical…
The season of giving has come and gone. There were countless charitable causes to support, but just because you think a client has donated lots of money or other assets, the tax courts won’t necessarily agree. Let’s walk through how recent tax court cases change the valuation landscape for donations and beyond. Say one of…