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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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accurate predictions using pattern discovery techniques. He accurately predicted the Global Financial Collapse of 2007-2008 as well as the Oil Price Collapse of 2014-2015, despite having no formal training in finance or economics. Concurrent with this role, Mark is the founder and publisher of the weekly SNS Global Report on technology and the global economy (www.stratnews.com), read by technology executives and investors worldwide. He founded the Future in Review (FiRe) conference (www.futureinreview.com)–now in its 18th year–which the Economist has named “the best technology conference in the world.” Mark’s recent book, ‘The Pattern Future: Finding the World’s Great Secrets and Predicting the Future Using Pattern Discovery,’ describes how he has consistently made successful predictions across a wide variety of disciplines, and how others can employ his techniques.

The Three Mountains in the Global Tech & Economic Outlook with Mark Anderson

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accurate predictions using pattern discovery techniques. He accurately predicted the Global Financial Collapse of 2007-2008 as well as the Oil Price Collapse of 2014-2015, despite having no formal training in finance or economics. Concurrent with this role, Mark is the founder and publisher of the weekly SNS Global Report on technology and the global economy (www.stratnews.com), read by technology executives and investors worldwide. He founded the Future in Review (FiRe) conference (www.futureinreview.com)–now in its 18th year–which the Economist has named “the best technology conference in the world.” Mark’s recent book, ‘The Pattern Future: Finding the World’s Great Secrets and Predicting the Future Using Pattern Discovery,’ describes how he has consistently made successful predictions across a wide variety of disciplines, and how others can employ his techniques.

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