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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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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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April 2023 Investor Capital Expo Keynote Speaker - Adina Trufinescu Adina is a Microsoft veteran with 25 years of experience as a developer, development lead, and program manager. Since 2019, she has been the principal program manager working on Artificial Intelligence for Cognitive Services and Computer Vision at Microsoft, driving product requirements and working with Engineering and Research teams through the product lifecycle. She has vast experience presenting to large audiences, enjoys technically challenging management roles, and thrives in a fast-paced culture focused on building high-quality products.

Azure Cognitive Services for Vision - Next Generation AI With Large Foundation Model

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April 2023 Investor Capital Expo Keynote Speaker - Adina Trufinescu Adina is a Microsoft veteran with 25 years of experience as a developer, development lead, and program manager. Since 2019, she has been the principal program manager working on Artificial Intelligence for Cognitive Services and Computer Vision at Microsoft, driving product requirements and working with Engineering and Research teams through the product lifecycle. She has vast experience presenting to large audiences, enjoys technically challenging management roles, and thrives in a fast-paced culture focused on building high-quality products.

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