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.
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This video either does not exist, or the owner has made it private.
Password required
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This video may contain offensive or misleading content, and is only intended for mature audiences.
Craig D’Cruze is a multifaceted entrepreneur with a passion for investing. In his 15+ years in equities markets, Craig has developed his outlook that emerging technologies will alleviate the largest hurdles facing the human race.
Prior to joining Inverted Ventures, Craig led teams of between 22 and 70 people as an award-winning Executive Chef for companies like Marriott Hotels International, Delta Hotels, and The University of Calgary. This helped him become an expert in Cost control, budgeting, creativity but most importantly team building, mentoring and growth.
Craig has always been fascinated with numbers, finance, P&L, and cost effectiveness. These factors have led Craig to take on the role of Chief Operating Officer for Inverted Ventures and he is currently responsible for leading the research team on early-stage venture capital investments and cryptocurrency portfolio development.
Beyond The Hype: Investing in Cryptocurrency & Blockchain with Craig D' Cruze
Craig D’Cruze is a multifaceted entrepreneur with a passion for investing. In his 15+ years in equities markets, Craig has developed his outlook that emerging technologies will alleviate the largest hurdles facing the human race.
Prior to joining Inverted Ventures, Craig led teams of between 22 and 70 people as an award-winning Executive Chef for companies like Marriott Hotels International, Delta Hotels, and The University of Calgary. This helped him become an expert in Cost control, budgeting, creativity but most importantly team building, mentoring and growth.
Craig has always been fascinated with numbers, finance, P&L, and cost effectiveness. These factors have led Craig to take on the role of Chief Operating Officer for Inverted Ventures and he is currently responsible for leading the research team on early-stage venture capital investments and cryptocurrency portfolio development.
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