Joseph Opiela

Joseph Opiela is a Wealth Advisor and Vice President of Strategic Partnerships at Schechter. He specializes in analyzing advanced planning, investment, and insurance strategies for high-net worth individuals, families, and businesses. Joe joined Schechter in 2013 as an Analyst. Prior to joining Schechter, he worked at the Vanguard Group in Malvern, PA.

Joe is a graduate of Michigan State University with a BA in Finance. He is a Chartered Financial Analyst (CFA) Charterholder and is an active member of the CFA Society of Detroit.

Joe resides in Bloomfield Hills with his wife, Lauren, and two young children.

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How High-Income Earners Can Proactively Navigate the Biden Tax Proposal

Joseph Opiela

CFA®

President Joe Biden has proposed increasing the highest marginal long-term capital gains tax rate from 20.0% to 39.6%. For those earning $1 million or more annually, the new top rate, along with the 3.8% net investment income tax, means that federal capital gains tax rates for wealthy investors could be as high as 43.4%. The total rate may even exceed 50.0% for earners in high-tax states.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

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Joseph Opiela

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How High-Income Earners Can Proactively Navigate the Biden Tax Proposal