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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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Norman is an experienced leader, entrepreneur and an active angel investor. He founded and successfully sold two companies—one a financial advisory firm and the other a software SaaS firm. A board member of many non-profit organizations, a university, and professional associations, he is also an author writing for the financial services industry, along with a variety of articles and columns. Norman is currently retired; and has his focus on consumer fairness, scaling of successful non-profits, and consulting non-profits.

His Journey As Angel Investor and What He Looks For In A DD report with Norman Boone

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Norman is an experienced leader, entrepreneur and an active angel investor. He founded and successfully sold two companies—one a financial advisory firm and the other a software SaaS firm. A board member of many non-profit organizations, a university, and professional associations, he is also an author writing for the financial services industry, along with a variety of articles and columns. Norman is currently retired; and has his focus on consumer fairness, scaling of successful non-profits, and consulting non-profits.

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