Advanced Planning: 2025 Year-End Planning Ideas

Alex Rodriguez, Chairman and CEO of A-Rod Corp, Co-Chairman of the Minnesota Timberwolves and Minnesota Lynx, and Major League Baseball legend, for a discussion on leadership, investing, and strategic decision-making. Moderated by Scott Alpaugh of UBS, this conversation explores the principles that drive success in business, sports, and team ownership. This conversation was recorded at the June 2026 UBS Family Office Summit.

In this episode of Family Office in Focus, Mark Tepsich and Ben Pogue discuss Indiana University’s School of Law’s groundbreaking Family Office Program, the first law school initiative designed to prepare students for careers serving ultra-high-net-worth families. Their conversation explores the industry’s growing need for talent, the importance of trust, service, and emotional intelligence, and how family office internships create value for both students and the families they serve.

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

Hear Libby Stantial, strategist with UBS Family Advisory and Philanthropy Services, discuss new challenges and opportunities families face with $83 trillion being transferred across generations.

Matthew Newton, Head of UBS Art Advisory Americas, sits down with Linda Selvin, Executive Director of the Appraisers Association of America, to discuss why appraisals matter throughout the lifecycle of a collection. The conversation addresses the key types of appraisals – retail replacement, fair market value, marketable cash value - that collectors might need, what it means to be USPAP‑compliant, and the various factors that influence an artwork’s value.

Head of UBS Art Advisory Americas, Matthew Newton, sits down with John S. Matthews, Head of UBS Private Wealth Management, to discuss Leading insights from "The Art Basel and UBS Global Art Market Report 2026 by Arts Economics" and what that means for investors and art enthusiasts in the US.

UBS Art Advisory Specialist, Rachel Peart, sits down with David Galperin, Vice Chairman, Head of Contemporary Art at Sotheby’s, to explore how a marquee evening sale is built. From sourcing trophy works to managing strategy, Rachel and David bring awareness to the multitude of consideration that are refined before an auctioneer takes the podium. Together, they explore how an evening sale is built, curated, and refined. And lastly, David highlights insights into the upcoming May 2026 auctions, including the impressive Robert Mnuchin: Collector at Heart evening sale.

UBS Art Advisory Specialist, Rachel Peart, sits down with Emily Kaplan, Senior Vice President and Senior Specialist, Postwar and Contemporary Art at Christie’s, to dive deeper on how auction estimates, reserves, and guarantees are set and used strategically. They examine bidder psychology and key valuation factors supported by notable examples. The episode closes with spring 2026 season highlights, led by three works from Agnes Gund’s collection and a major minimalism collection.

Dan Cassidy hosts Jennifer Lan and Chelsea Rubio, who discuss an assortment of year-end planning ideas. Jennifer is a Senior Wealth Strategist based in Dallas. Chelsea is a Senior Wealth Strategist based in Washington, D.C.

Dan Cassidy sits down with Jaqueline Denton and Laura Chooljian who discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal tax law changes. Jacqueline is a Senior Wealth Strategist based in Nashville, and Laura is Senior Wealth Strategist based in Los Angeles.