State of the Union: Biden’s Tax Changes and Implications for Small Business Owners


State of the Union: Biden's Tax Changes and Implications for Small Business Owners

Though business owners have faced many challenges exiting the pandemic, one other change concerns the tax changes from the Biden Administration. Join us in a discussion about the recent updates and findings from Biden’s proposed tax plan, and how it can affect small business owners moving forward.


Learning Objectives

  • Understand the implications of Biden’s Tax Plan
  • What changes are top of mind for business owners and CPAs moving into the new year?
  • What strategies should other advisors consider given these recent changes?


About the Presenter:

Learn from industry expert Maddie Schueler, JD, LLM, Senior Tax Consultant, Dean Dorton.

Meet the Presenter


Thank you to our sponsors:



This meeting will be held at Old National Building – 333 E Main St, Louisville, KY 40202


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 Presenter

Maddie Schueler, JD, LLM

Maddie Schueler, JD, LLM

Senior Tax Consultant, Dean Dolton

Meet Maddie Schueler, JD, LLM.

Prior to joining Dean Dorton, Maddie practiced tax law at a large regional law firm. After four years in the legal field, she obtained a Master of Laws in Taxation at Georgetown University in Washington, D.C. While there, Maddie served as a fellow for the Council On State Taxation (COST) and completed an externship with the Tax Division of the Department of Justice.

Maddie has authored numerous publications in the field of tax law and has spoken at several seminars, including two American Bar Association Section of Taxation Meetings and a COST Midwest Regional State Tax Seminar. She is a former Co-Regional Editor of the American Bar Association Property Tax Deskbook.