ESTATE PLANNING COUNCIL OF SOUTHEAST DENVER

Presentation:

Tax Update

Presented By:

Buddy Newton Jr., CPA, CVA is a Shareholder at Sorren CPAs, P.C., with extensive experience serving auto dealers, construction companies, real estate clients, and high-net-worth individuals. Since beginning his career in public accounting in 2008, Buddy has developed a reputation for delivering strategic tax guidance with clarity and practicality. His approach centers on translating complex financial situations into actionable solutions for business owners and advisors.

In addition to his tax expertise, Buddy provides business valuation services to support ownership transitions, succession planning, and transactional decision-making. He works with closely held companies ranging from early-stage startups to mature organizations with multi-state operations.

A committed member of the Colorado business community, Buddy has been recognized with industry honors including CFMA Rising Star (2022), NACVA® 40 Under Forty (2019), and Colorado Rising Star (2016). He also serves as Treasurer for the Home Front Military Network.

Outside of work, Buddy enjoys fishing, hiking, camping, hunting, and spending time outdoors with his family.

Education:

• Master of Science in Taxation — Northeastern University (D’Amore-McKim School of Business)
• Bachelor of Science in Business (Accounting) — University of Colorado, Colorado Springs

Designations & Memberships:

• Certified Public Accountant – Colorado
• Certified Valuation Analyst (CVA®)
• Member, Colorado Society of CPAs (COCPA)
• Treasurer, Home Front Military Network

A special thank you to our generous 2026 sponsors:  

Meeting Schedule:

7:30 a.m. - 8:00 a.m.: Networking 
8:00 a.m. - 9:00 a.m.: Speaker presentation 

Meeting Registration:

Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.

Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." 

Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!