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Read more about the article Don’t Forget to Use QCDs for Your RMDs

Don’t Forget to Use QCDs for Your RMDs

  • Post author:Beau Ruff
  • Post published:November 18, 2024
  • Post category:Charities/Estate Planning/Financial Planning/Gifting/Taxation

The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much (or how much more) they can afford to…

Continue ReadingDon’t Forget to Use QCDs for Your RMDs
Read more about the article Don’t Give 10% To Your Church In Your Will

Don’t Give 10% To Your Church In Your Will

  • Post author:Beau Ruff
  • Post published:October 14, 2024
  • Post category:Charities/Estate Planning/Gifting

Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other charity) is often a goal for a couple…

Continue ReadingDon’t Give 10% To Your Church In Your Will
Read more about the article Use Retirement Accounts to Give to Charity in Your Estate Plan

Use Retirement Accounts to Give to Charity in Your Estate Plan

  • Post author:Beau Ruff
  • Post published:April 15, 2024
  • Post category:Charities/Estate Planning/Gifting/Taxation

Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…

Continue ReadingUse Retirement Accounts to Give to Charity in Your Estate Plan
Read more about the article Is the Nonprofit Advocating or Lobbying? The Answer Can Affect Tax-Exempt Status

Is the Nonprofit Advocating or Lobbying? The Answer Can Affect Tax-Exempt Status

  • Post author:Beau Ruff
  • Post published:November 14, 2023
  • Post category:Business Owners/ Executives/Charities/Legal/Taxation

During a lunch with an Executive Director of a local charity that currently qualifies as a tax-exempt 501(c)(3), I heard him remark that he is a constant advocate for both…

Continue ReadingIs the Nonprofit Advocating or Lobbying? The Answer Can Affect Tax-Exempt Status
Read more about the article Washington Capital Gains Tax is Here to Stay

Washington Capital Gains Tax is Here to Stay

  • Post author:Beau Ruff
  • Post published:May 19, 2023
  • Post category:Business Owners/ Executives/Charities/Investing/Legal/Taxation

On March 24, 2023, the Washington State Supreme Court released its long-awaited opinion upholding the constitutionality of the new Washington Capital Gains Tax in Quinn v. State of Washington.  Accordingly,…

Continue ReadingWashington Capital Gains Tax is Here to Stay
Read more about the article New Washington Nonprofit Act

New Washington Nonprofit Act

  • Post author:Beau Ruff
  • Post published:November 1, 2022
  • Post category:Charities/Legal

Different business entities like corporations and limited liability companies are governed by default laws published by state legislatures. Nonprofits in Washington are similarly governed by specific statutory requirements that govern…

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Read more about the article Charitable Lead Trust

Charitable Lead Trust

  • Post author:Beau Ruff
  • Post published:August 1, 2021
  • Post category:Charities/Estate Planning/Family/Gifting/Taxation

What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…

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Read more about the article Options to Protect Special Property

Options to Protect Special Property

  • Post author:Beau Ruff
  • Post published:October 1, 2020
  • Post category:Asset Protection/Charities/Estate Planning/Gifting/Real Estate

Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…

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Read more about the article The Donor Advised Fund

The Donor Advised Fund

  • Post author:Beau Ruff
  • Post published:August 1, 2020
  • Post category:Charities/Estate Planning/Gifting/Investing/Taxation

Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…

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Read more about the article The Private Family Foundation
2A90HFY Senior grandparents playing with grandchildren and having fun with family

The Private Family Foundation

  • Post author:Beau Ruff
  • Post published:August 1, 2019
  • Post category:Charities/Estate Planning/Family/Gifting/Legal/Taxation

Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that the natural objects of their bounty (i.e. the…

Continue ReadingThe Private Family Foundation
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Cameron Burch, AIF®

Wealth Advisor, Trader

Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service. 

Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.  

Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.

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  • cameron@cswsteam.com