Tax Reform:  What Business Owners Need to Know


Tax Reform: What Business Owners Need to Know

The Tax Cuts & Jobs Act of 2017 created the most comprehensive tax reform in the US since the 1986 Tax Act.  There are numerous provisions that will impact business owners as they plan for exit and look to build value in their business and personal wealth.  We will explore some of the more critical provisions related to these issues.


Learning Objectives:

  • Gain insight into some of the key tax reform provisions that will impact business owners
  • Understand the impact that tax reform may have on tax planning considerations for exiting owner


About the Presenter:

Learn from industry expert Mike Wade and Derek Gray on what business owners need to know about tax reform.

Meet the Presenter


This meeting is free to attend! Thank you to our sponsors:


This meeting will be held at Central Bank – Flash Cube Building

Address: 9300 Shelbyville Road, Louisville, KY 40222


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Mike Wade

Mike Wade

CPA, CEPA – Director at Blue & Co., LLC


Derek Gray

Derek Gray

Principal at Blue & Co., LLC


Continuing Education

One (1) CPE hour

One (1) CFP credit (pending)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at