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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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Susan, a Canadian and US CPA, has 40 years of finance experience, including 25 years in early-stage clean tech. She has expertise in finance, venture deal structures, taxation, accounting, and diverse economic environments. Susan has held senior roles such as CFO and COO at Carbon Engineering (sold to Occidental), CFO at General Fusion, CFO at Vaperma, and VP Finance and CFO at Cellex Power (sold to Plug Power). She played a key role in raising $330M in venture funds and $150M in government grants. Susan's practical experience includes senior management, M&A, turnarounds, fundraising, team building, and corporate processes. Post-retirement from Carbon Engineering, she joined Rethink Climate as CFO and the board of BC Center for Innovation and Clean Energy.

"Keys to Building Entrepreneurial Team Resilience" with Susan Koch

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Susan, a Canadian and US CPA, has 40 years of finance experience, including 25 years in early-stage clean tech. She has expertise in finance, venture deal structures, taxation, accounting, and diverse economic environments. Susan has held senior roles such as CFO and COO at Carbon Engineering (sold to Occidental), CFO at General Fusion, CFO at Vaperma, and VP Finance and CFO at Cellex Power (sold to Plug Power). She played a key role in raising $330M in venture funds and $150M in government grants. Susan's practical experience includes senior management, M&A, turnarounds, fundraising, team building, and corporate processes. Post-retirement from Carbon Engineering, she joined Rethink Climate as CFO and the board of BC Center for Innovation and Clean Energy.

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