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.
Nandita is a product strategy and growth leader focused on helping startups grow with Azure AI. She’s currently the technical lead for strategic startups program within Microsoft for Startups and has focused on all sorts of problems from GPUs to changing startup focus areas pre- and post- Generative AI ramp up. Prior to her stint at Microsoft, she was focusing on her business education to complement her background as an engineer in various hats. Nandita lives in Bellevue, roughly opposite this venue and loves writing poetry along with articles on AI.
Nandita is a product strategy and growth leader focused on helping startups grow with Azure AI. She’s currently the technical lead for strategic startups program within Microsoft for Startups and has focused on all sorts of problems from GPUs to changing startup focus areas pre- and post- Generative AI ramp up. Prior to her stint at Microsoft, she was focusing on her business education to complement her background as an engineer in various hats. Nandita lives in Bellevue, roughly opposite this venue and loves writing poetry along with articles on AI.
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