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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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Mark has been in tech for over 2 decades. As an entrepreneur, he co-founded and exited a SaaS start-up during the first dot-com boom. Always passionate about disruptive technology and seeking out green-field projects Mark has been involved with a number of "firsts" in the industry - digital music video producer for LooseGroove Records, co-producer of internet "audio broadcasts" from the Paramount Theater and the Showbox, founding member of the special projects launch team for MSNBC joint venture, founding member of MSN Mungo Park, founding member of the Application Consulting, and Engineering (ACE) team an internal cybersecurity group at Microsoft. Most recently Mark was instrumental in the successful development and deployment of OmniBallot Tablet an off-the-shelf HAVA compliant, accessible ballot marking device enfranchising voters with disabilities. OmniBallot Tablet has been deployed in over 1000 elections. Mark has worked and consulted for Microsoft, Amazon, Qwest Communications, Fluke Networks, Xerox, many SMBs, and multiple Legal Aid clinics across the country. Mark is currently the Chief Security Officer for Democracy Live and security consultant for Web3 start-ups.

Managing Risks As An Angel Investor with Mark Pace

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Mark has been in tech for over 2 decades. As an entrepreneur, he co-founded and exited a SaaS start-up during the first dot-com boom. Always passionate about disruptive technology and seeking out green-field projects Mark has been involved with a number of "firsts" in the industry - digital music video producer for LooseGroove Records, co-producer of internet "audio broadcasts" from the Paramount Theater and the Showbox, founding member of the special projects launch team for MSNBC joint venture, founding member of MSN Mungo Park, founding member of the Application Consulting, and Engineering (ACE) team an internal cybersecurity group at Microsoft. Most recently Mark was instrumental in the successful development and deployment of OmniBallot Tablet an off-the-shelf HAVA compliant, accessible ballot marking device enfranchising voters with disabilities. OmniBallot Tablet has been deployed in over 1000 elections. Mark has worked and consulted for Microsoft, Amazon, Qwest Communications, Fluke Networks, Xerox, many SMBs, and multiple Legal Aid clinics across the country. Mark is currently the Chief Security Officer for Democracy Live and security consultant for Web3 start-ups.

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