Lower resolutions will be available first, followed by higher resolutions.
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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.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
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.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
Bill Powell is an experienced investor and entrepreneur focused on early-stage startups. He is a Managing Director at Black Lab X based in Boulder, Colorado. BLX is a venture ecosystem dedicated to entrepreneurs addressing problems around “the human” using first principles thinking. Investment themes include vitality, consciousness, community, and the environment. Before joining BLX, he was a Managing Director with Stadia Ventures, a global sports tech accelerator & early-stage venture fund, where he remains on the board. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. He began his career in 1993 at Deutsche Bank North America in New York City. Bill holds bachelor’s degrees in Political Science and French from Kenyon College; a MA in French from Middlebury College; and Intl. MBA and MS Finance degrees from the University of Denver. He has been an Executive in Residence for DU since 2019, and in 2020, he became an adjunct professor at the Daniels College of Business. When not busy with startups you can find him volunteering on nonprofit boards or hiking, fly-fishing & playing tennis with his family and friends.
Corporate Governance Is It A Tax Or An Asset - Bill Powell
Bill Powell is an experienced investor and entrepreneur focused on early-stage startups. He is a Managing Director at Black Lab X based in Boulder, Colorado. BLX is a venture ecosystem dedicated to entrepreneurs addressing problems around “the human” using first principles thinking. Investment themes include vitality, consciousness, community, and the environment. Before joining BLX, he was a Managing Director with Stadia Ventures, a global sports tech accelerator & early-stage venture fund, where he remains on the board. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. He began his career in 1993 at Deutsche Bank North America in New York City. Bill holds bachelor’s degrees in Political Science and French from Kenyon College; a MA in French from Middlebury College; and Intl. MBA and MS Finance degrees from the University of Denver. He has been an Executive in Residence for DU since 2019, and in 2020, he became an adjunct professor at the Daniels College of Business. When not busy with startups you can find him volunteering on nonprofit boards or hiking, fly-fishing & playing tennis with his family and friends.
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