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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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Ted McAleer has been working with Utah’s Startup community since 1999. He is currently the VP of Operations at Rebel Medicine and prior to this Ted was VP of Business Development at Braveheart Wireless, an IoHT Medical Device startup. Ted has 30+ years of experience in technology innovation; business development; and product, services and operations management in both start-up and mature corporations. He has also worked for University of Utah Tech Ventures, SunGard SCT, Procter and Gamble, PepsiCo. and the US Army. He holds an MBA from Harvard Business School, a Master of Engineering from the University of Virginia and a BS in Engineering Management from the United States Military Academy at West Point. He volunteers his time as a Board Member or Trustee with organizations such as UHE, PandoLabs, Park City Angel Network, and Mountain West Capital Network.

Go to Market Strategies and the 80-20 rule for startups with Ted McAleer

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Ted McAleer has been working with Utah’s Startup community since 1999. He is currently the VP of Operations at Rebel Medicine and prior to this Ted was VP of Business Development at Braveheart Wireless, an IoHT Medical Device startup. Ted has 30+ years of experience in technology innovation; business development; and product, services and operations management in both start-up and mature corporations. He has also worked for University of Utah Tech Ventures, SunGard SCT, Procter and Gamble, PepsiCo. and the US Army. He holds an MBA from Harvard Business School, a Master of Engineering from the University of Virginia and a BS in Engineering Management from the United States Military Academy at West Point. He volunteers his time as a Board Member or Trustee with organizations such as UHE, PandoLabs, Park City Angel Network, and Mountain West Capital Network.

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