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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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Joe builds and leads high performing teams, motivating them to reach for success. Whether building a national franchise from the ground up, developing new technology from whiteboard to release and revenue, or driving adoption of new products and services, he likes to apply a creative, problem-solving approach, rooted in a passion for innovating and achieving. He dives in on strategic planning and then reach objectives through tactical execution. He leads with emotional intelligence; creating environments where calculated risks are encouraged, and big ideas become a reality.

On Life As An Entrepreneur, Investor And Guide For Early-Stage Companies with Joe Beaudry

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Joe builds and leads high performing teams, motivating them to reach for success. Whether building a national franchise from the ground up, developing new technology from whiteboard to release and revenue, or driving adoption of new products and services, he likes to apply a creative, problem-solving approach, rooted in a passion for innovating and achieving. He dives in on strategic planning and then reach objectives through tactical execution. He leads with emotional intelligence; creating environments where calculated risks are encouraged, and big ideas become a reality.

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