Show your gratitude to clients by sending thoughtful gifts as you finish or kick-start your holiday gift-giving list. You can spread holiday cheer to clients that have made an impact on your ...

The right gift can elevate a relationship, but it's a decision that balances cost with the ability to deliver and meet client expectations. It can subconsciously demonstrate the advisor's money acumen ...

Claire Pywell sees gift giving as an act of cultural literacy, not a branding exercise. Pywell is a financial advisor at LPL-affiliated Highline Advisors, a four‑person team overseeing more than $200 ...

Looking for the best products to gift — and to get — this holiday season? Check out Underscored’s Holiday Guide here. Anyone who has ever received an unexpected gift basket brimming with treats or ...

With the holidays approaching, I've received many questions about holiday gift giving for clients. I'm devoting this column to answering those questions. If you can't afford to give gifts to all your ...

Though it may be hard to believe, the winter holidays are fast approaching, and the time for gift-giving is right around the corner! As a business owner, you want to make sure you give just the right ...

I work for a small company of only eight people. Every December, we receive all kinds of gifts from vendors and clients—gift baskets, cookies, candy, wine, and so forth. These are usually accompanied ...

Question: We’re planning to give holiday gifts to our employees and clients. I’m curious if those gifts are tax deductible? A: It’s common for businesses to end the year on a great note by providing ...