Shows
The Unique CPASuccession Success: Navigating Business TransitionOn episode 189 of The Unique CPA, Randy is joined by Anthony Venette of DeJoy to discuss the intricacies of succession, gift, and estate planning. Anthony shares insights from his career journey, emphasizing the importance of strategic planning for business continuity and ownership transfer, and he delves into succession planning's critical aspects, such as defining goals, internal vs. external transitions, and the impact of current legal landscape changes. Anthony outlines practical approaches for CPAs and offers examples of successful engagements, highlighting how important it is for just about any CPA to engage in early and ongoing planning to optimize outcomes...
2024-12-1033 min
The Accounting PodcastFrom Compliance to Consulting: A CPA's Journey into M&A and Business ValuationAnthony Venette, Director of Business Valuation and Advisory Services at DeJoy & Co., joins Blake to discuss his unconventional career path and the world of business valuation. Anthony shares his journey from audit to tax and eventually to valuation, highlighting the importance of soft skills and effective communication in advisory roles. He also provides valuable insights into the day-to-day life of a valuation professional and offers advice for young CPAs interested in pursuing this career path.Meet Our Guest, Anthony VenetteLinkedIn: https://www.linkedin.com/in/anthonyvenettecpaabv/Learn more about...
2024-06-0724 min
AFO|Wealth Management ForwardMoore v. United States: Supreme Court Case Could Upend Tax CodeIn this episode, Rory speaks with Anthony Venette, a CPA and accredited business valuation professional, about the significant Supreme Court case, Moore v. United States. Discover how this pivotal case challenges the foundation of the current tax code and has the potential to reshape future taxation. Learn about the three primary business valuation methods discussed: the income approach, the market approach, and the asset approach, for determining fair market value. Anthony provides insight into the specifics of minority discounts, explaining the discount for lack of control and the discount for lack of marketability, which are crucial for valuing minority...
2024-04-2529 min