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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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Mike Volker is an angel investor and entrepreneur. He is chairman of WUTIF Capital Inc - the Western Universities Technology Innovation Fund - an "angel" fund for start-ups. Mike founded the Vancouver Angel Network, VANTEC, and is co-president of the Keiretsu Forum's Vancouver Chapter. He's also a director and past-Chairman of New Ventures BC. In 2009, Mike was named Canadian Angel Investor of the Year by the National Angel Capital Organization (NACO) and B.C. Angel of the Year by the B.C. Angel Forum.

"Lessons Learned from 25 Years of VANTEC Angel Network Investing - Keys to Building the EcoSystem" with Michael Volker

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Mike Volker is an angel investor and entrepreneur. He is chairman of WUTIF Capital Inc - the Western Universities Technology Innovation Fund - an "angel" fund for start-ups. Mike founded the Vancouver Angel Network, VANTEC, and is co-president of the Keiretsu Forum's Vancouver Chapter. He's also a director and past-Chairman of New Ventures BC. In 2009, Mike was named Canadian Angel Investor of the Year by the National Angel Capital Organization (NACO) and B.C. Angel of the Year by the B.C. Angel Forum.

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