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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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Bill Powell is a seasoned investor and entrepreneur, currently the co-founder and Managing Partner of Anthropy Partners Fund. Anthropy invests in convergent technologies that improve human physiology, mental acuity, community & environment. He has previously held roles at Black Lab X and Stadia Ventures as the Managing Director. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. and Stadia Ventures, and was involved in several tech startups in Stockholm, Sweden. He started his career at Deutsche Bank North America in 1993. Powell also serves as an Executive in Residence for the University of Denver and an adjunct professor at the Daniels College of Business. In his free time, he enjoys outdoor activities and volunteering on nonprofit boards.

“Key Insights for Successful Investing” with Bill Powell

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Bill Powell is a seasoned investor and entrepreneur, currently the co-founder and Managing Partner of Anthropy Partners Fund. Anthropy invests in convergent technologies that improve human physiology, mental acuity, community & environment. He has previously held roles at Black Lab X and Stadia Ventures as the Managing Director. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. and Stadia Ventures, and was involved in several tech startups in Stockholm, Sweden. He started his career at Deutsche Bank North America in 1993. Powell also serves as an Executive in Residence for the University of Denver and an adjunct professor at the Daniels College of Business. In his free time, he enjoys outdoor activities and volunteering on nonprofit boards.

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