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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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Karen Howlett has been an active member of Keiretsu Northwest since 2018. She has experience as a corporate executive and entrepreneur, involved in the buying and selling of dozens of businesses. She has participated in several due diligence reports and is currently working as CFO for one of her investments and Keiretsu Capital company – Joylux Inc. Karen has been a member of the Term Sheet committee since the very first in-person meeting and will be speaking this week regarding cap tables and term sheets.

Diving Into Cap Tables and Term Sheets with Karen Howlett

8 views • Jan 31, 2024

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Karen Howlett has been an active member of Keiretsu Northwest since 2018. She has experience as a corporate executive and entrepreneur, involved in the buying and selling of dozens of businesses. She has participated in several due diligence reports and is currently working as CFO for one of her investments and Keiretsu Capital company – Joylux Inc. Karen has been a member of the Term Sheet committee since the very first in-person meeting and will be speaking this week regarding cap tables and term sheets.

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