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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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Helen Whiteley is an award-winning professional with 25+ years of marketing and policy experience. She is the founder of the Benecomms creative agency scaling marketing for climate tech startups. She is also the founder of Women+ in Climate Tech, an organization that advocates for diversity in climate tech for a just transition. W. Mondale Robinson was raised as one of thirteen children in Enfield, in abject poverty. After serving in the U.S. Marine Corps, he founded WMR Consulting, and the Black Male Voters Project to increase Black men’s participation in electoral politics. Mondale is the mayor of Enfield. He defeated an incumbent by more than 53% points, becoming the youngest mayor in the town’s history.

Flipping the switch in Rural America with Helen Whiteley & W. Mondale Robinson

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Helen Whiteley is an award-winning professional with 25+ years of marketing and policy experience. She is the founder of the Benecomms creative agency scaling marketing for climate tech startups. She is also the founder of Women+ in Climate Tech, an organization that advocates for diversity in climate tech for a just transition. W. Mondale Robinson was raised as one of thirteen children in Enfield, in abject poverty. After serving in the U.S. Marine Corps, he founded WMR Consulting, and the Black Male Voters Project to increase Black men’s participation in electoral politics. Mondale is the mayor of Enfield. He defeated an incumbent by more than 53% points, becoming the youngest mayor in the town’s history.

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