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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.
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
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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.
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Robert is an innovative and entrepreneurial business executive with extensive operational and development experience spanning more than 25 years across a number of sectors, including the life sciences industry, software and healthcare IT.
He currently serves as managing director at Springbok Ventures, a firm providing capital and guidance to early-stage businesses. Prior to Springbok Ventures, Rob successfully led Savara, Inc. as CEO since co-founding the company in 2008 and notably, has attracted into Savara one of the largest historical amounts of investment capital from non-institutional private investors. Savara was listed on NASDAQ in 2017. Prior to co-founding Savara, Rob founded and served as CEO at Evity, Inc., a developer of web-based applications, which he subsequently sold to BMC Software, Inc. Based on his work at Savara and Evity, Rob was honored as a three-time finalist for the Ernst & Young Entrepreneur of the Year award, wining the life science award in 2018. He has served as a member of the Board of Directors on the Austin Chapter of the Cystic Fibrosis Foundation and currently on the non-profit board of the Forward Foundation.
Three Key Focus Area While Conducting Due Diligence Before Writing A Check with Rob Neville
Robert is an innovative and entrepreneurial business executive with extensive operational and development experience spanning more than 25 years across a number of sectors, including the life sciences industry, software and healthcare IT.
He currently serves as managing director at Springbok Ventures, a firm providing capital and guidance to early-stage businesses. Prior to Springbok Ventures, Rob successfully led Savara, Inc. as CEO since co-founding the company in 2008 and notably, has attracted into Savara one of the largest historical amounts of investment capital from non-institutional private investors. Savara was listed on NASDAQ in 2017. Prior to co-founding Savara, Rob founded and served as CEO at Evity, Inc., a developer of web-based applications, which he subsequently sold to BMC Software, Inc. Based on his work at Savara and Evity, Rob was honored as a three-time finalist for the Ernst & Young Entrepreneur of the Year award, wining the life science award in 2018. He has served as a member of the Board of Directors on the Austin Chapter of the Cystic Fibrosis Foundation and currently on the non-profit board of the Forward Foundation.
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