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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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Dean's career he focused on private companies that ranged in size and complexity; including everything from large family owned companies to newly funded technology start-ups. This provided Dean with a strong foundation for understanding the tax implications of young and mature operating companies. Prior to leaving PwC, Dean managed the tax compliance and consulting for a $6 billion open ended global fund. Clients relied on him to provide specialized compliance and consulting solutions that increased tax savings while mitigating risks. Today, Dean is combining those experiences to offer a unique skill set of services to like-minded entrepreneurs.

Tax Updates & Strategies for 2022 - Dean Barnett

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Dean's career he focused on private companies that ranged in size and complexity; including everything from large family owned companies to newly funded technology start-ups. This provided Dean with a strong foundation for understanding the tax implications of young and mature operating companies. Prior to leaving PwC, Dean managed the tax compliance and consulting for a $6 billion open ended global fund. Clients relied on him to provide specialized compliance and consulting solutions that increased tax savings while mitigating risks. Today, Dean is combining those experiences to offer a unique skill set of services to like-minded entrepreneurs.

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