---
title: "Tax-Action Before Taxation: Wealth Advisory and the Matter of Tax"
description: Explore how today’s wealth advisors are integrating tax, estate, and gifting strategies to deliver more holistic, client-centered financial planning.
image: https://content.investmentsandwealth.org/hubfs/IWR-2025-novdec-full-issue.png
---

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Investments & Wealth Review - November/December 2025

# Tax-Action Before Taxation: Wealth Advisory and the Matter of Tax

Admin

Explore how today’s wealth advisors are integrating tax, estate, and gifting strategies to deliver more holistic, client-centered financial planning. 

 

### Inside This Issue

- Reading Between the Lines: Form 1040 and the Wealth Plan
- Tax-Aware Investing in the Balanced Portfolio
- Beyond Direct Indexing: Truths and Myths of Tax-Loss Harvesting
- To Roth or Not to Roth

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