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Chelsea Rubio
Associate wealth strategist with the UBS Advanced Planning Group who focuses on income tax, wealth transfer, trust planning, and charitable giving considerations discussed in the year-end guide.
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Nov 17, 2025
• 9min
Planning Podcast Series: Year-end planning strategies
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Jennifer Lan, a senior wealth strategist specializing in estate and tax planning, and Chelsea Rubio, an associate wealth strategist focusing on income tax and wealth transfer, share key year-end strategies. They highlight the importance of income tax planning and using lifetime exemptions effectively. Chelsea discusses accelerating deductible expenses before rule changes, while Jennifer recommends front-loading charitable gifts. They also cover trust distributions and the 65-day rule to maximize tax benefits.
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