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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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Struggling to pitch your company and attract investors? Watch this video to learn how to articulate a CLEAR value proposition that hooks investors! Brianna McDonald has seen thousands of startup pitches over 14 years and knows what works and what flops. She'll give you the inside scoop on how to articulate your company's value so investors immediately see the potential. You'll get proven skills to showcase your competitive advantage, market traction, and business model compellingly. Nail your next fundraising round and get the capital you need to scale up. Don't waste more time pitching blindly. Learn how to craft a winning value proposition for investors! You can learn about our process and can fill the application form here: https://tinyurl.com/ywy6nhfa

May 2024: Presentation Training

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Struggling to pitch your company and attract investors? Watch this video to learn how to articulate a CLEAR value proposition that hooks investors! Brianna McDonald has seen thousands of startup pitches over 14 years and knows what works and what flops. She'll give you the inside scoop on how to articulate your company's value so investors immediately see the potential. You'll get proven skills to showcase your competitive advantage, market traction, and business model compellingly. Nail your next fundraising round and get the capital you need to scale up. Don't waste more time pitching blindly. Learn how to craft a winning value proposition for investors! You can learn about our process and can fill the application form here: https://tinyurl.com/ywy6nhfa

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