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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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Matthew Le Merle is Managing Partner of Blockchain Coinvestors. He is also a Managing Partner of Keiretsu - the most active early-stage venture investor backing over 300 companies a year. Launched in 2014, Blockchain Coinvestors' vision is that digital monies, commodities, and assets are inevitable, and the world's financial infrastructure must be upgraded. Our mission is to provide broad coverage of the emerging unicorns and fastest-growth blockchain companies and crypto projects. Our funds rank in the top decile amongst all their respective categories on Pitchbook and Preqin. Headquartered in San Francisco and with a presence in Grand Cayman, London, New York, Zug, and Zurich, the alternative investment management firm was co-founded by Alison Davis and Matthew Le Merle.

Blockchain Investing for the NextGen with Matthew Le Merle

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Matthew Le Merle is Managing Partner of Blockchain Coinvestors. He is also a Managing Partner of Keiretsu - the most active early-stage venture investor backing over 300 companies a year. Launched in 2014, Blockchain Coinvestors' vision is that digital monies, commodities, and assets are inevitable, and the world's financial infrastructure must be upgraded. Our mission is to provide broad coverage of the emerging unicorns and fastest-growth blockchain companies and crypto projects. Our funds rank in the top decile amongst all their respective categories on Pitchbook and Preqin. Headquartered in San Francisco and with a presence in Grand Cayman, London, New York, Zug, and Zurich, the alternative investment management firm was co-founded by Alison Davis and Matthew Le Merle.

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