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Jason R. Escamilla, CFA

Founder/CIO, ImpactAdvisor · Modern Investing: We help families and business owners invest for a better tomorrow: ultra-tailored, tax-aware, sustainable.

Jason R. Escamilla, CFA is a seasoned finance professional with more than 25 years of experience in the industry. He is known for his innovative approaches to socially responsible investing and tax-efficient portfolio management. Escamilla holds a CFA charter since 1999 and completed his MBA at the prestigious Massachusetts Institute of Technology - Sloan School of Management. He also studied Economics at the University of California, Berkeley.

As the former CEO of Impact Labs Inc. and current CEO of ImpactAdvisor LLC, Escamilla is dedicated to developing tech-driven wealth management solutions that cater to modern-minded investors seeking to optimize returns, risk, and impact. His expertise in equity trading, research, and portfolio management has been instrumental in scaling the assets under management (AUM) of institutional investment portfolios managed by Seneca Capital to $10B+. He designed and implemented a fully integrated portfolio trading and rebalancing software that helped a small team manage hundreds of portfolios with only a 50% increase in headcount over five years.

Today, Escamilla and his team at Impact Labs and ImpactAdvisor provide investors with next-generation direct-indexing solutions that optimize for ESG, Vegan, and Equality values. They also offer a tax impacts optimizer that provides an unprecedented choice for values-driven investors seeking to align their investments with their personal values.

Highlights

Feb 13 · linkedin

Small Business Owners with a recent 401k: this week, the IRS just uploaded your instructions for claiming your $250-$1,000/participant tax credit: up to 100% of the 401k match you provided last year -- or that you will contribute still -- and claim on Form 8881 with your 2023 taxes. [This is your hint.]

Plans open in the past five years take heed. Eligibility for preexisting plans was poorly understood before a late December IRS FAQ after updating Form 8881.

Other sweeteners include a $200 military spouse credit and a $500 auto-enrollment credit that can apply to solo 401k plans.

Form 8881: https://lnkd.in/d6kjcjx6

#401k #smallbusinessowner #solopreneur #entrepreneur

Oct 16 · linkedin

Just in! Californians get ONE MORE month to pay/file 2022 taxes: Nov. 16th is the new due date.

This applies to IRA, Solo-401K contributions, profit sharing, etc., relevant corporates & and single-member LLCs if you have not yet filed.

https://lnkd.in/gnNt2Kxq

This applies to 55 of 58 counties in the state, including all Bay Area addresses

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Jason R. Escamilla, CFA
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Location

San Francisco, California, United States