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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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Great Association With Quality Deal Flow

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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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Mr. Niul Burton is a senior consultant focused on Procurement and the Supply Chain. He currently heads his own firm, which serves CPO’s and procurement solution providers. Previously he was a Partner at Ernst & Young Consulting, where he led the firm’s global Procurement practice and served large clients such as Boeing, General Mills, Viacom, Sony Pictures, and McKesson, leading procurement transformation engagements. Before joining EY he was in a similar roles at Accenture, and A.T. Kearney Management Consulting, serving oil and gas clients around the globe. He also co-founded an early SaaS business providing strategic procurement services during the dot com boom. He has an MBA from UC Berkeley Haas School of Business, and a BSc from the University of Bradford in the UK.

Supply Chain with Niul Burton

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Mr. Niul Burton is a senior consultant focused on Procurement and the Supply Chain. He currently heads his own firm, which serves CPO’s and procurement solution providers. Previously he was a Partner at Ernst & Young Consulting, where he led the firm’s global Procurement practice and served large clients such as Boeing, General Mills, Viacom, Sony Pictures, and McKesson, leading procurement transformation engagements. Before joining EY he was in a similar roles at Accenture, and A.T. Kearney Management Consulting, serving oil and gas clients around the globe. He also co-founded an early SaaS business providing strategic procurement services during the dot com boom. He has an MBA from UC Berkeley Haas School of Business, and a BSc from the University of Bradford in the UK.

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