Jennifer Lan
Senior wealth strategist in the UBS Advanced Planning Group who advises ultra-high-net-worth clients on estate and tax planning and helped author the 2025 Year-End Planning Strategies Guide.
Best podcasts with Jennifer Lan
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Nov 17, 2025 • 9min
Planning Podcast Series: Year-end planning strategies
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.
Oct 11, 2023 • 12min
Advanced Planning 2023 Year-End Guide Podcast
Listen as Jennifer Lan and Premini Scandurra, authors of the 2023 Year-End Guide, discuss federal and state income tax planning, retirement planning, wealth transfer planning, and charitable planning. Learn about strategies to reduce tax liability, maximize retirement contributions, review estate plans, and make deductible charitable contributions. They emphasize the need to consider new ideas to save on taxes, highlight the potential sunset of the lifetime exemption, and urge clients to start thinking about planning earlier for timely and tax-efficient strategies.
