In this episode, Mark Paller of Paller Financial Services breaks down strategic tax planning with insights into capital gains management for investors. Discover how a married couple filing jointly could leverage up to $122,000 in adjusted gross income without paying capital gains tax. Mark explains a savvy approach to selling and repurchasing investments to secure a stepped-up tax basis without triggering wash sale rules. He shares how the "Advisors Alpha" approach can help you optimize your portfolio and keep your investment gains tax-free. Tune in for actionable tax strategies to incorporate into your financial plan!