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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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Evan Newell is a Professor in the Vaccine and Infectious Disease Division at Fred Hutchinson Cancer Center, specializing in human T cell responses. He earned his B.S. in Immunology from McGill University and Ph.D. in Physiology from the University of Toronto, followed by a post-doc at Stanford University. His lab develops experimental and computational methods to identify biomarkers in infectious diseases and cancer. As Scientific Director of the Fred Hutchinson Innovation Lab (FHIL), he advances cancer immunotherapy research through new technologies.

"The Fred Hutch Innovation Lab" with Evan Newell

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Evan Newell is a Professor in the Vaccine and Infectious Disease Division at Fred Hutchinson Cancer Center, specializing in human T cell responses. He earned his B.S. in Immunology from McGill University and Ph.D. in Physiology from the University of Toronto, followed by a post-doc at Stanford University. His lab develops experimental and computational methods to identify biomarkers in infectious diseases and cancer. As Scientific Director of the Fred Hutchinson Innovation Lab (FHIL), he advances cancer immunotherapy research through new technologies.

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