Annual Financial and Estate Planning Checklist
The start of a new year is an ideal moment to step back, assess your plan, and identify opportunities to ensure your strategy is aligned with your short and long-term goals.
Inside California’s Proposed 5% Billionaire Wealth Tax
California’s proposed “2026 Billionaire Tax Act” would impose a one‑time 5% tax on the net worth of California‑connected billionaires, but it faces significant political, legal, and practical headwinds.
From Snow to Sunshine: Navigating a Successful Move to Florida
This guide outlines key considerations for individuals and families contemplating a move from the Northeast, from tax implications and domicile requirements to insurance needs and audit risk factors.
Leveraging Annual Exclusion Gifts in 2026
A new year brings a fresh start to many things: professional goals, health and fitness resolutions, budget plans, and more. In estate planning, it also means a reset of your annual exclusion.
Private Investing: Duration, Scale, and Opportunity for Multi-Family Offices
In this episode of Focus On…, Alice Burley, Managing Director of the Private Client Group, and Lane MacDonald, Chief Investment Officer at SCS Financial, explore why Multi-Family Offices (MFOs) are well positioned to thrive in private equity investing.
New York LLC Transparency Act – What You Need to Know
The New York LLC Transparency Act (NYLTA) will take effect on January 1, 2026, requiring most limited liability companies (LLCs) formed or authorized to do business in New York (Reporting Companies) to disclose beneficial ownership information….
Wealth Strategy – Beyond Estate Planning to Purpose and Communication
SCS’s recent Boston event brought together Tony Abbiati, CEO; Adrienne Penta, National Head of Wealth Management; and Nicole Jackson Leslie, Head of Wealth Strategy, for a dynamic discussion on the evolving wealth landscape.
Make the Season Bright: Three Meaningful Ways to Engage Your Children This Holiday Season
The holiday season is full of opportunities to teach generosity, financial responsibility, and family connection. Here are 3 practical ideas.
Cultivating Capable Kids: A Lifelong Conversation
In this episode of Focus On…, Adrienne Penta, National Head of Wealth Management, and Will Skeean, President of SCS Financial, explore how families can cultivate financial responsibility in children.
Closing Out 2025: Strategies for Gifting, Giving, and Family Engagement
In this year-end planning newsletter, we break down the top strategies to consider before December 31, including gifting to loved ones, charitable planning, and the importance of communicating the why behind your estate plan with your family.