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
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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.
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This video may contain offensive or misleading content, and is only intended for mature audiences.
Amanda Reed: Amanda Reed is the Chief Investment Officer of Loeb Enterprises, the family office of Michael Loeb and Rich Vogel. In this role, she works closely with Michael and Rich to create new companies in-house and lead direct and fund investment activities. The principals of Loeb Enterprises have created five unicorns to date, with a current portfolio of 25+ active companies ranging in value from pre-seed to pre-IPO.
Craig D'Cruze: Craig D'Cruze is a multi-faceted entrepreneur with an outstanding track record analyzing and operating large businesses. Before overseeing conferences and restaurant operations as executive chef of the University of Calgary, Craig was the Executive Sous Chef for Marriott Hotels, where Craig consulted underperforming venues around North America to lead positive changes and growth. In 2020, Craig joined Inverted Ventures to lead Inverted Group's due diligence team, and his outstanding performance led to his establishment of Inverted Group's early-stage venture capital business, which he leads to this day. Craig's exceptional natural skills in mathematics, research, and pattern analysis make him perfect for leading Inverted Ventures as the Chief Operating Officer.
Amanda Reed: Amanda Reed is the Chief Investment Officer of Loeb Enterprises, the family office of Michael Loeb and Rich Vogel. In this role, she works closely with Michael and Rich to create new companies in-house and lead direct and fund investment activities. The principals of Loeb Enterprises have created five unicorns to date, with a current portfolio of 25+ active companies ranging in value from pre-seed to pre-IPO.
Craig D'Cruze: Craig D'Cruze is a multi-faceted entrepreneur with an outstanding track record analyzing and operating large businesses. Before overseeing conferences and restaurant operations as executive chef of the University of Calgary, Craig was the Executive Sous Chef for Marriott Hotels, where Craig consulted underperforming venues around North America to lead positive changes and growth. In 2020, Craig joined Inverted Ventures to lead Inverted Group's due diligence team, and his outstanding performance led to his establishment of Inverted Group's early-stage venture capital business, which he leads to this day. Craig's exceptional natural skills in mathematics, research, and pattern analysis make him perfect for leading Inverted Ventures as the Chief Operating Officer.
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