Jason R. Escamilla, CFA | Source | CEO at ImpactAdvisor LLC
Jason R. Escamilla, CFA
Jason R. Escamilla, CFA
Founder, CIO ImpactAdvisor LLC
30+ year career in Finance
• MIT: MBA
• UC Berkeley: Economics
• CFA Charterholder since 1999
https://www.linkedin.com/in/jescamilla/
ImpactAdvisor LLC is a Registered Investment Advisor based in San Francisco, serving individuals and corporate clients with advanced wealth management needs: high tax-bracket, custom-tailored portfolios, alternative investments, etc.
ImpactAdvisor | Modern Wealth Management
For values-driven investors: https://CustomESG.com
For our tax optimizer: https://tax.ImpactLabs.com
-
https://impactadvisor.com/press.html#qwoted
-
Human advisors have a good sense of the value of their client's time and when to make the call.
-
-
Evolution of Indexing | Direct Indexing
For investors in high-tax states with taxable-account holdings, direct investing allows much easier tax-loss harvesting, because he can trim individual stock holdings, rather than a basket of ETFs. “You open up a wide range of tax opportunities,” he said, including moving appreciated holdings into donor-advised funds. “The beauty of direct indexing is you can pick what your definition of responsible investing is,” Escamilla added
Article -
Tax Bombshell: Just One-Fifth of American Workers Pay More Than 80% of All U.S. Income Taxes
The picture becomes more complicated when analysts try to match tax returns to individuals or households. “Are you talking families or are you talking single people?” said Jason Escamilla And who earns what levels of income is a shifting measurement. “The top 1% changes every year,” Escamilla said. “...people have sold their business because they’re retiring.” So what appears like a massive income might be the one-time sale of a life-long business.
Article