Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
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.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
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.
Lower resolutions will be available first, followed by higher resolutions.
Video unavailable.
This video either does not exist, or the owner has made it private.
Password required
Skip
Viewer discretion is advised.
This video may contain offensive or misleading content, and is only intended for mature audiences.
Mary Jo Potter has been an active entrepreneur and investor for 30 years. Having sold a business to McGraw Hill, she became active in Angel Investing in Chicago, and upon moving to the bay area, she joined Keiretsu Forum. She has invested in a variety of entities, but is now focused on the healthcare sector. Mary Jo is also on the investment committee of Keiretsu Forum. Mary Jo has held executive positions with BDC Advisors, Highperlink, Sibson and Omega Performance. Her clients have included Kaiser, Partners, Trinity Health, WEBMD, Sutter, and Genentech. She has held or is currently on many boards, including CHW/Dignity, CHI, Christus, UC School of Public Health, Hope unlimited in Brazil, Compli, and Les Concierges. She has a Bachelors from Siena Heights university, a Masters from Northwestern University, and has done an Executive program at Stanford. In her ‘spare” time, Mary Jo enjoys tennis, cooking, travelling wherever airplanes fly, and working with disadvantaged young people.
Company Board Types, Functions, Roles and Importance - Mary Jo Potter
Mary Jo Potter has been an active entrepreneur and investor for 30 years. Having sold a business to McGraw Hill, she became active in Angel Investing in Chicago, and upon moving to the bay area, she joined Keiretsu Forum. She has invested in a variety of entities, but is now focused on the healthcare sector. Mary Jo is also on the investment committee of Keiretsu Forum. Mary Jo has held executive positions with BDC Advisors, Highperlink, Sibson and Omega Performance. Her clients have included Kaiser, Partners, Trinity Health, WEBMD, Sutter, and Genentech. She has held or is currently on many boards, including CHW/Dignity, CHI, Christus, UC School of Public Health, Hope unlimited in Brazil, Compli, and Les Concierges. She has a Bachelors from Siena Heights university, a Masters from Northwestern University, and has done an Executive program at Stanford. In her ‘spare” time, Mary Jo enjoys tennis, cooking, travelling wherever airplanes fly, and working with disadvantaged young people.
Link to your social media accounts