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.
Praveen Varshney, Principal of Varshney Capital Corp. since 1991, is a trailblazer in Vancouver's financial landscape. A dedicated advocate for social impact, he serves as a Founding Director for Pyfera Growth Capital and Humanitas Smart Planet Fund. Active in entrepreneurial circles, Praveen has been a member of the Vancouver Chapter of EO since 1996 and a founding Director of TiE Vancouver since 2000. His extensive portfolio includes roles as Co-Founder, Director, or Officer in notable companies like Mogo and Little Kitchen Academy, spanning both public and private sectors. Committed to community service, he contributes to charity boards, including The Vancouver Foundation and Foundations for Social Change. Praveen's accomplishments are underscored by prestigious recognitions, including Business in Vancouver's 40 Under 40 Awards and multiple listings in the Top 500 Most Influential Business Leaders in BC, specifically in Banking & Finance, Private Equity, Venture Capital & Hedge Funds.
Key Insights for Successful Investing with Praveen Varshney
Praveen Varshney, Principal of Varshney Capital Corp. since 1991, is a trailblazer in Vancouver's financial landscape. A dedicated advocate for social impact, he serves as a Founding Director for Pyfera Growth Capital and Humanitas Smart Planet Fund. Active in entrepreneurial circles, Praveen has been a member of the Vancouver Chapter of EO since 1996 and a founding Director of TiE Vancouver since 2000. His extensive portfolio includes roles as Co-Founder, Director, or Officer in notable companies like Mogo and Little Kitchen Academy, spanning both public and private sectors. Committed to community service, he contributes to charity boards, including The Vancouver Foundation and Foundations for Social Change. Praveen's accomplishments are underscored by prestigious recognitions, including Business in Vancouver's 40 Under 40 Awards and multiple listings in the Top 500 Most Influential Business Leaders in BC, specifically in Banking & Finance, Private Equity, Venture Capital & Hedge Funds.
Link to your social media accounts