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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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Erica Lill is a seasoned advisor, founder, and investor with over 25 years of experience advising CEOs and family offices, particularly in early-stage and crypto investing. As the Founder and CEO of Erica Lill & Company, Erica leverages her extensive background to assist families and startups with various aspects of development, including brand positioning, marketing, and capital introduction. Check out what Erica Lill says about this “type” of entrepreneur and their secrets to successful funding rounds.

Funding Tactics 101 with Erica Lil

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Erica Lill is a seasoned advisor, founder, and investor with over 25 years of experience advising CEOs and family offices, particularly in early-stage and crypto investing. As the Founder and CEO of Erica Lill & Company, Erica leverages her extensive background to assist families and startups with various aspects of development, including brand positioning, marketing, and capital introduction. Check out what Erica Lill says about this “type” of entrepreneur and their secrets to successful funding rounds.

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