The 2020 holidays will culminate a year of transitions and challenges. The pandemic means most of us have to work remotely, and it has also put an indefinite pause on in-person industry events where ...

Leeatt Rothschild is the founder and CEO of Packed with Purpose, where business gifts make a lasting impression because they give back. Sending your client a gift is more than just a way to say thank ...

Clients are often interested in gifting to their loved ones not only to benefit the recipient of the gift, but also to reduce the donor’s taxable estate for estate tax purposes. Every taxpayer can ...