About the Event:

Cost: Member - $10 | Non-Member - $15

We invite you to join us for an interactive session with Ashley Velategui, Director of Bernstein’s Wealth Strategies Group, where she will lead a discussion at the intersection of wealth, tax, and estate planning and what it means for planned giving in 2023. 

• Primer on Washington State capital gains tax

• Update on federal estate tax

• How the current economic climate has changed the environment for wealth transfer and planned giving

• Maximizing the value of a gift for donors and nonprofits

• Questions and Answers (Please feel free to e-mail questions in advance)

About the Speaker:

Ashley E. Velategui, CFA

Ashley E. Velategui is a Senior Vice president 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 charterholder.