Trullion Information Session Rebroadcast

Understanding Your Company’s Retirement Plan Is Key to Tax Planning in 2026

Retirement plans aren’t just a benefit for employees — they’re one of the most effective tools for business owners and…

Quality of Earnings vs. QoE Lite: Choosing the Right Approach for Your M&A Transaction 

A Quality of Earnings (QoE) engagement—often referred to as financial due diligence—provides that clarity, helping both buyers and sellers make…

How to Unlock Business Value with Employee Engagement Insights

While employee engagement is often discussed as a “nice to have,” the reality is that it’s a strategic lever, one…

Steve Staugaitis Presenting at Drive Value Regional Summit on Internal Transition Planning

Steve Staugaitis Presenting at Drive Value Regional Summit on Internal Transition Planning

3 Ways to Improve Your Company’s Growth and Profitability Through Data-Driven Decision Making

In an increasingly competitive business environment, private companies must evolve beyond instinct-based leadership and embrace data as a strategic asset.

Navigating Unrelated Business Income Tax (UBIT): What Not-for-Profit Leaders Need to Know

It’s critical that not-for-profit organizations understand what will qualify as unrelated business income and trigger possible taxes.