Lower resolutions will be available first, followed by higher resolutions.
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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.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
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Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
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.
Lower resolutions will be available first, followed by higher resolutions.
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Robert McNeal has more than 35 years of experience in tech, from leading engineering projects to running successful cloud-based enterprises. He has headed Corporate Strategy, Business Development and M&A at two pan-European companies, where he helped architect and execute the consolidation of the independent ISP market that resulted in a $5.1 billion merger. For more than 16 years, he served as Vice Chairman of Interoute Communication. He currently invests in startups and early-stage ventures developing technology that can be deployed internationally, particularly from the USA to Europe and from Europe to the USA.
Robert is also the founder and partner at D4 Investments.
James Kinsella is a serial technology entrepreneur, who over the last 30 years developed some of the earliest web- and cloud-based ventures in the US and the European Union. He is considered a pioneer of web-based digital media. From the early 2000s, as Chairman and CEO of Interoute Communications, Ltd, James led the restructuring and development of Europe's largest, independent fiber and cloud infrastructure business. Prior to launching his first tech start up in 1990, James worked as a journalist for several US media companies. He is also the author of the book Covering the Plague, an award-winning investigation into how the media and medical experts failed to respond to the AIDS epidemic in its early years.
He is a founder and partner in the early-stage investment firm D4, which is focused on helping build successful companies in the emerging industries including Robotics, Clean Tech and Cannabis.
5 Question Guide For A Busy Investor With Respect To Due Diligence with Robert McNeal & James Kinsella
Robert McNeal has more than 35 years of experience in tech, from leading engineering projects to running successful cloud-based enterprises. He has headed Corporate Strategy, Business Development and M&A at two pan-European companies, where he helped architect and execute the consolidation of the independent ISP market that resulted in a $5.1 billion merger. For more than 16 years, he served as Vice Chairman of Interoute Communication. He currently invests in startups and early-stage ventures developing technology that can be deployed internationally, particularly from the USA to Europe and from Europe to the USA.
Robert is also the founder and partner at D4 Investments.
James Kinsella is a serial technology entrepreneur, who over the last 30 years developed some of the earliest web- and cloud-based ventures in the US and the European Union. He is considered a pioneer of web-based digital media. From the early 2000s, as Chairman and CEO of Interoute Communications, Ltd, James led the restructuring and development of Europe's largest, independent fiber and cloud infrastructure business. Prior to launching his first tech start up in 1990, James worked as a journalist for several US media companies. He is also the author of the book Covering the Plague, an award-winning investigation into how the media and medical experts failed to respond to the AIDS epidemic in its early years.
He is a founder and partner in the early-stage investment firm D4, which is focused on helping build successful companies in the emerging industries including Robotics, Clean Tech and Cannabis.
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