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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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Troy Niehaus is a Financial Advisor with Bernstein Private Wealth Management in the Seattle office. He advises ultrahigh-net-worth individuals and families on all aspects of wealth planning. As a former tech start-up owner, prior president of a hardware manufacturer, and GM of a software business, Troy particularly enjoys working with entrepreneurs. He understands the psyche of a business owner and the contributions they make to our economy and community. Prior to joining Bernstein in 2017, Troy was a director at Intellectual Ventures, where he sourced and managed intellectual property investments and client relationships. He has over 20 years’ experience leading engagements in the business world.

Trick or Treat A Macro & Markets Review for 2022 - Troy Niehaus

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Troy Niehaus is a Financial Advisor with Bernstein Private Wealth Management in the Seattle office. He advises ultrahigh-net-worth individuals and families on all aspects of wealth planning. As a former tech start-up owner, prior president of a hardware manufacturer, and GM of a software business, Troy particularly enjoys working with entrepreneurs. He understands the psyche of a business owner and the contributions they make to our economy and community. Prior to joining Bernstein in 2017, Troy was a director at Intellectual Ventures, where he sourced and managed intellectual property investments and client relationships. He has over 20 years’ experience leading engagements in the business world.

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