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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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Mohannad Arbaji is a prominent figure in the field of educational technology, currently serving as the Founder and CEO of ChalkTalk Solutions, a company focused on providing innovative educational solutions. Mohannad received the Undergraduate Teaching & Research Award (UTRA) from Brown University, where he co-authored significant research that contributed to the development of industry standards in oil and gas extraction. In this video, Mohannad talks about the power of warm intros and customized pitches that relate to particular investors.

Funding Tactics 101 with Mohannad Arbaji

6 views • Jul 9, 2024

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Mohannad Arbaji is a prominent figure in the field of educational technology, currently serving as the Founder and CEO of ChalkTalk Solutions, a company focused on providing innovative educational solutions. Mohannad received the Undergraduate Teaching & Research Award (UTRA) from Brown University, where he co-authored significant research that contributed to the development of industry standards in oil and gas extraction. In this video, Mohannad talks about the power of warm intros and customized pitches that relate to particular investors.

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