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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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Gary is a versatile senior advisor with superior communication skills and extensive knowledge and experience with the development, market introduction and ongoing management of advanced technology products and related services. He has proven capabilities in the establishment and management of support organizations / companies in the electronic commerce/banking, financial services, mass transit, smart card and traditional magnetic stripe card industries. Having significant domestic and international experiences in inter-company relationship building, strategic planning, operations, business development, marketing, program management, and project execution, he also has hands-on experience in program management, project management, operations management, training, and process streamlining through automation and re-engineering.

Investing in cleantech: Diagnosing the startup & correcting the symptoms of failure with Gary Yamamura

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Gary is a versatile senior advisor with superior communication skills and extensive knowledge and experience with the development, market introduction and ongoing management of advanced technology products and related services. He has proven capabilities in the establishment and management of support organizations / companies in the electronic commerce/banking, financial services, mass transit, smart card and traditional magnetic stripe card industries. Having significant domestic and international experiences in inter-company relationship building, strategic planning, operations, business development, marketing, program management, and project execution, he also has hands-on experience in program management, project management, operations management, training, and process streamlining through automation and re-engineering.

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