Webinars
Beyond Tax Season: Proactive Strategies for the Year Ahead
Learn how thoughtful planning may help minimize unnecessary taxes on investments, retirement income, and wealth transfers.
Date: Wednesday, April 29, 2026
Time: 4-4:45 PM
Tax season often raises as many questions as it answers.
Now that many returns are being finalized, it’s the perfect time to step back and explore strategies that may help improve your tax efficiency moving forward.
Join us for an informative discussion on proactive tax planning strategies that can make a meaningful difference over time.
During this presentation, we’ll cover topics including:
- Roth IRA conversion strategies
- Tax-loss harvesting opportunities
- Retirement distribution planning and RMD rules
- Charitable giving strategies, including donor-advised funds
- Maximizing retirement and HSA contributions
We’ll also discuss key 2026 updates including:
- Increased SALT deduction limits and income phase-outs
- New charitable deduction opportunities—even for non-itemizers
- Additional savings vehicles and planning considerations under new legislation
Thoughtful tax planning isn’t something that happens in April, it’s something that happens throughout the year. This discussion will help you identify opportunities to consider now, while there’s still time to act.
We hope you’ll join us for this timely conversation.
Meet the Presenters
Jay Gilson, CBEC®, CPA
Senior Director, Summit Financial Group, LLC
Financial Advisor, RJFS
Jay brings over 40 years of experience advising closely held businesses, their owners, and high-net-worth families. He partners with advisors across Summit Financial Group to provide tax insight and strategic guidance, collaborating with client CPAs and attorneys to help ensure well-coordinated outcomes. Known for translating complex tax concepts into practical strategies, Jay helps clients make more informed decisions and plan with greater confidence.
Gina Morais, CFP®, CEPA®, CWS
Private Wealth Advisor
Financial Advisor
Gina is a dedicated financial advisor who helps individuals and families plan with confidence through thoughtful, comprehensive strategies. A cancer survivor, Gina brings a deeply personal perspective to her work, emphasizing the importance of being prepared for life’s uncertainties. She specializes in investment management, retirement planning, and legacy strategies, creating tailored plans aligned with each client goals. Gina was recognized as a Forbes Top Women Wealth Advisor in 2025 and 2026.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.
