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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 Out-of-State Property Requires Special Attention in Estate Plan

Out-of-State Property Requires Special Attention in Estate Plan

  • Post author:Beau Ruff
  • Post published:October 3, 2023
  • Post category:Asset Protection/Estate Planning/Gifting/Legal/Real Estate

  Commonly called “Probate,” the laws that dictate the handling of a person's assets after their death usually depend on the state in which they reside. However, when it comes…

Continue ReadingOut-of-State Property Requires Special Attention in Estate Plan
Read more about the article Protect Your Wishes with The Health Care Directive and Power of Attorney Combo

Protect Your Wishes with The Health Care Directive and Power of Attorney Combo

  • Post author:Beau Ruff
  • Post published:August 28, 2023
  • Post category:Asset Protection/Estate Planning/Family/Legal

Are you confused about the Health Care Directive? Is it the same as a Power of Attorney for Health Care? And what about a Living Will, DNR, or POLST? These…

Continue ReadingProtect Your Wishes with The Health Care Directive and Power of Attorney Combo
Read more about the article Finance Your Business with A Loan Instead of an Equity Investor

Finance Your Business with A Loan Instead of an Equity Investor

  • Post author:Beau Ruff
  • Post published:August 21, 2023
  • Post category:Asset Protection/Business Owners/ Executives/Legal

Securing a source of capital for a new or existing business can be a challenge. Consider a common scenario: Diana has a promising idea for a new business and possesses…

Continue ReadingFinance Your Business with A Loan Instead of an Equity Investor
Read more about the article Setting up a Solo LLC is Simple; a Multi-Member LLC is Infinitely More Complex

Setting up a Solo LLC is Simple; a Multi-Member LLC is Infinitely More Complex

  • Post author:Beau Ruff
  • Post published:August 15, 2023
  • Post category:Asset Protection/Business Owners/ Executives/Family/Legal

When setting up a business, conventional wisdom dictates that the business be set up in a legal entity providing limited liability protection, like a Limited Liability Company (LLC). This is…

Continue ReadingSetting up a Solo LLC is Simple; a Multi-Member LLC is Infinitely More Complex
Read more about the article Letter of Intent to Purchase Business

Letter of Intent to Purchase Business

  • Post author:Beau Ruff
  • Post published:July 17, 2023
  • Post category:Asset Protection/Business Owners/ Executives/Legal

Individuals seeking to start or grow a business often look to acquisition strategies to achieve those goals. Once a prospective Buyer has identified a potential business to acquire and once…

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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,…

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Read more about the article Special Needs Trust for Disabled Children

Special Needs Trust for Disabled Children

  • Post author:Beau Ruff
  • Post published:May 19, 2023
  • Post category:Asset Protection/Estate Planning/Family/Gifting/Legal

Diversity comes in many forms and many related ways of accommodating different needs. When parents are planning for the needs of children with disabilities, a product that should be considered…

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Read more about the article Prenuptial Agreements 

Prenuptial Agreements 

  • Post author:Beau Ruff
  • Post published:January 9, 2023
  • Post category:Asset Protection/Estate Planning/Family/Legal

Couples are often wary to bring up the dreaded P word when discussing their nuptials. After all, who wants to ostensibly discuss a divorce when there is an impending marriage…

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Read more about the article Per Stirpes or Pro Rata? You probably want Per Stirpes

Per Stirpes or Pro Rata? You probably want Per Stirpes

  • Post author:Beau Ruff
  • Post published:December 1, 2022
  • Post category:Account Resources/Estate Planning/Family/Insurance/Investing/Legal

Periodically checking and updating beneficiary designations on retirement accounts and life insurance is prudent. The next time you navigate the online portal or the old school paper form to write…

Continue ReadingPer Stirpes or Pro Rata? You probably want Per Stirpes
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© Copyright 2023. All Rights Reserved.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Cornerstone Wealth Strategies, Inc.,
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* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer

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  • Who We Are
    • Our Story
    • Our Team
    • Our Community Impact
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    • Our Investment Philosophy
    • Our Distinct Process
  • Services
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  • Who We Are
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