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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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Dr. Wale Odukomaiya joined NREL’s Building Energy Science group in 2018 as a director’s fellow. His research focuses on innovating heat transfer and energy storage in ways that improve building efficiencies and support low-carbon buildings. This research applies fundamental heat transfer and thermodynamics to advanced energy technologies and building components, with an emphasis on thermal and electromechanical energy storage technologies; heating, ventilating, and air conditioning (HVAC); and advanced manufacturing of related components. Prior to joining NREL, Dr. Odukomaiya was a postdoctoral research fellow in the Building Technologies Research and Integration Center at Oak Ridge National Laboratory, where he worked on the development of energy storage and magnetocaloric refrigeration technologies. His research background includes developing advanced energy technologies and building components, energy policy and economics, and thermal and electro-mechanical energy storage.

Cleantech: Challenges & Opportunities in building science & technology with Wale Odukomaiya

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Dr. Wale Odukomaiya joined NREL’s Building Energy Science group in 2018 as a director’s fellow. His research focuses on innovating heat transfer and energy storage in ways that improve building efficiencies and support low-carbon buildings. This research applies fundamental heat transfer and thermodynamics to advanced energy technologies and building components, with an emphasis on thermal and electromechanical energy storage technologies; heating, ventilating, and air conditioning (HVAC); and advanced manufacturing of related components. Prior to joining NREL, Dr. Odukomaiya was a postdoctoral research fellow in the Building Technologies Research and Integration Center at Oak Ridge National Laboratory, where he worked on the development of energy storage and magnetocaloric refrigeration technologies. His research background includes developing advanced energy technologies and building components, energy policy and economics, and thermal and electro-mechanical energy storage.

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