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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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Christopher Chong brings over 30 years of executive experience in media, technology, and marketing. He is currently the principal consultant at INDSENTEC, where he focuses on delivering enabling technologies that support automation, digitization, electrification, and decarbonization for industries such as ports, mines, and public transportation. Previously, he served as the President & CEO of SST Wireless, a company specializing in the engineering, manufacturing, and distribution of industrial wireless sensor technologies for various applications. For the viewers Christopher shares the two points entrepreneurs must focus on before pitching their ideas and handling the response like a professional.

Funding Tactics 101 with Christopher Chong

9 views • Jul 9, 2024

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Keiretsu Forum TV

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Christopher Chong brings over 30 years of executive experience in media, technology, and marketing. He is currently the principal consultant at INDSENTEC, where he focuses on delivering enabling technologies that support automation, digitization, electrification, and decarbonization for industries such as ports, mines, and public transportation. Previously, he served as the President & CEO of SST Wireless, a company specializing in the engineering, manufacturing, and distribution of industrial wireless sensor technologies for various applications. For the viewers Christopher shares the two points entrepreneurs must focus on before pitching their ideas and handling the response like a professional.

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