Lower resolutions will be available first, followed by higher resolutions.
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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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This video either does not exist, or the owner has made it private.
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This video may contain offensive or misleading content, and is only intended for mature audiences.
Paul Burgon, the CEO of Vortechs Management is an operations and investment professional who has invested over $3 billion in almost 100 companies at high rates of return. He has spent his career in mergers and acquisitions, public and private investments, and managing small companies.
Paul was Senior Vice President of Corporate Development at Steel Partners Holdings, a public holding company, and Director of Corporate Development at Danaher. At Steel Partners, Paul led 30 acquisitions and divestitures worth $1.4 billion. At Danaher, Paul led 50 transactions worth approximately $1.7 billion and helped create the current Danaher acquisition system, which was named one of the best in the country by Institutional Investor magazine.
Paul currently serves on the Board of Trustees of Rocky Mountain University of Health Professions and serves on the Board of Directors of Wasatch Educational Inc, the parent company of Rocky Mountain University, where he is a lead independent director.
Plastics, Bioplastics, Compostables: What’s Next for Sustainability? with Paul Burgon
Paul Burgon, the CEO of Vortechs Management is an operations and investment professional who has invested over $3 billion in almost 100 companies at high rates of return. He has spent his career in mergers and acquisitions, public and private investments, and managing small companies.
Paul was Senior Vice President of Corporate Development at Steel Partners Holdings, a public holding company, and Director of Corporate Development at Danaher. At Steel Partners, Paul led 30 acquisitions and divestitures worth $1.4 billion. At Danaher, Paul led 50 transactions worth approximately $1.7 billion and helped create the current Danaher acquisition system, which was named one of the best in the country by Institutional Investor magazine.
Paul currently serves on the Board of Trustees of Rocky Mountain University of Health Professions and serves on the Board of Directors of Wasatch Educational Inc, the parent company of Rocky Mountain University, where he is a lead independent director.
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