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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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Jonathan Manzi is the CEO and co-founder of Beyond Protocol, the company developing a ‘new internet’ based on a universal platform that enables inter-device communication. He is considered a global expert in frontier technology, specializing in building multiple successful businesses in divergent industries. Prior to Beyond, Manzi dropped out of Stanford University, where he presided as the Chair of Entrepreneurship and co-founded a non-profit for youth entrepreneurship. Manzi has spoken extensively around the world about the implications of technology for the future of humanity, at events such as the G20 Summit, the St. Petersburg International Forum, and the Ambrosetti Forum.

Beyond The Hype: Investing in Cryptocurrency & Blockchain with Jonathan Manzi

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Jonathan Manzi is the CEO and co-founder of Beyond Protocol, the company developing a ‘new internet’ based on a universal platform that enables inter-device communication. He is considered a global expert in frontier technology, specializing in building multiple successful businesses in divergent industries. Prior to Beyond, Manzi dropped out of Stanford University, where he presided as the Chair of Entrepreneurship and co-founded a non-profit for youth entrepreneurship. Manzi has spoken extensively around the world about the implications of technology for the future of humanity, at events such as the G20 Summit, the St. Petersburg International Forum, and the Ambrosetti Forum.

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