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UID:3019620270209T143000ZEPCSED Meeting: The Advisor's Guide to 2027 Tax Opportunities and Risks
DTSTAMP:20261016T225247Z
DESCRIPTION:\n \n \nPlease join EPCSED for our upcoming seminar:\n \nThe Advisor's Guide to 2027 Tax Opportunities and Risks\n \n \n \nThis presentation will examine income tax considerations for businesses and individuals post OBBBA (One Big Beautiful Bill Act), income tax considerations for trusts and estates, what professionals need to know to n\n\navigate Secure Act 2.0, as well as Colorado income tax law updates.\n \n \n \nPresented By:\n \nBuddy Newton is a Shareholder at Sorren CPAs P.C., with deep 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 strategic insight, approachable guidance, and the ability to translate complex financial situations into actionable solutions. In addition to his tax work, Buddy provides business valuation services. His valuation expertise helps clients make informed decisions across ownership transitions, succession planning, and business transactions. Buddy works with a diverse range of closely held companies, from early-stage startups to mature operations with multi-state footprints. Clients value Buddy’s collaborative mindset and his commitment to building lasting relationships. Whether guiding a contractor through tax planning or helping a business owner plan for long-term growth, Buddy brings a practical, solutions-oriented approach to every engagement. He has particular experience working with general contractors, specialty contractors, developers, property managers, and privately held businesses across multiple industries.\n\n\n \nA passionate supporter of the Colorado business community, Buddy has been recognized with several industry honors, including CFMA Rising Star (2022), NACVA® 40 Under Forty (2019), and Colorado Rising Star (2016). Buddy serves as Treasurer for the board of the Home Front Military Network. He lives in Colorado, where he enjoys fishing, hiking, camping, hunting, and spending time outdoors with his family.\n \n \n \n\n\n\n \n\n\n\n \nMichael Petersen is a Senior Tax Manager at Sorren. With a background spanning both public and private accounting since 2009, Mike specializes in estate planning, estate and gift tax, and trust taxation. His prior experience at a Fortune 500 bank sharpened his ability to deliver high-touch, client-centered service, particularly for high-net-worth and ultra-high-net-worth families navigating complex financial matters. Known for his practical insight and technical depth, Mike supports clients through major life transitions, helping them structure their estates, preserve wealth, and prepare future generations. He is a trusted resource for families seeking guidance on tax-efficient strategies and compliance requirements tied to generational wealth planning.\n\n\n\n\n \nOutside of work, Mike enjoys traveling and exploring new wines.\n \n \n ------\n\n \n \nMeeting Schedule:\n \n7:30 a.m. - 8:00 a.m.: Networking \n 8:00 a.m. - 9:00 a.m.: Speaker presentation \n\nMeeting Registration:\n \nGuests are welcome! The fee for guests to attend is $50.\n \nBe sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." \n \nPlease forward this invitation to anyone you think may be interested in the group -- and bring a guest!\n\n\n \n\n\n\n
SUMMARY:EPCSED Meeting: The Advisor's Guide to 2027 Tax Opportunities and Risks - Estate Planning Council of Southeast Denver 
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