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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. Kasseris is the CEO and co-founder of Emvolon, an MIT spin-off revolutionizing chemical manufacturing by using automotive internal combustion engines as miniature chemical plants. He has more than 15 years of experience in the energy sector. As a research project manager for Chevron, ConocoPhillips and MIT, Dr. Kasseris has led several new energy technologies from concept to laboratory prototype and eventually full-scale pilots. An internal combustion engine expert, Dr. Kasseris has worked on fossil fuel/combustion, renewable power generation technologies and energy storage. Additionally, Dr. Kasseris has worked extensively as an energy systems strategic advisor in both transportation and power generation. His work has been cited by the DOE, EPA and NSF and used in expert testimonies to congress. Dr. Kasseris holds a Ph.D. and M.Sc. from MIT in Mechanical Engineering. He is the inventor of five US Patents and the author of nine publications with over 1000 citations.

Beyond Carbon Zero with Dr. Emmanuel Kasseris

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Dr. Kasseris is the CEO and co-founder of Emvolon, an MIT spin-off revolutionizing chemical manufacturing by using automotive internal combustion engines as miniature chemical plants. He has more than 15 years of experience in the energy sector. As a research project manager for Chevron, ConocoPhillips and MIT, Dr. Kasseris has led several new energy technologies from concept to laboratory prototype and eventually full-scale pilots. An internal combustion engine expert, Dr. Kasseris has worked on fossil fuel/combustion, renewable power generation technologies and energy storage. Additionally, Dr. Kasseris has worked extensively as an energy systems strategic advisor in both transportation and power generation. His work has been cited by the DOE, EPA and NSF and used in expert testimonies to congress. Dr. Kasseris holds a Ph.D. and M.Sc. from MIT in Mechanical Engineering. He is the inventor of five US Patents and the author of nine publications with over 1000 citations.

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