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Read more about the article Is the juice worth the squeeze? The overlooked downside to trusts

Is the juice worth the squeeze? The overlooked downside to trusts

  • Post author:Beau Ruff
  • Post published:April 14, 2025
  • Post category:Estate Planning/Family/Legal/Taxation

Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want to ensure a minor child can’t blow his…

Continue ReadingIs the juice worth the squeeze? The overlooked downside to trusts
Read more about the article When to Consider a Lifetime Trust for Children

When to Consider a Lifetime Trust for Children

  • Post author:Beau Ruff
  • Post published:December 18, 2024
  • Post category:Asset Protection/Estate Planning/Family/Gifting/Legal/Taxation

Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the person setting up the trust (herein the “parents”)…

Continue ReadingWhen to Consider a Lifetime Trust for Children
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 Asset Protection Strategy Overview

Asset Protection Strategy Overview

  • Post author:Beau Ruff
  • Post published:September 16, 2024
  • Post category:Asset Protection/Business Owners/ Executives/Estate Planning/Financial Planning/Insurance/Legal/Taxation

Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay claim to our assets at any moment. Whether…

Continue ReadingAsset Protection Strategy Overview
Read more about the article A Refresher on the Gift Tax

A Refresher on the Gift Tax

  • Post author:Beau Ruff
  • Post published:July 16, 2024
  • Post category:Estate Planning/Family/Gifting/Taxation

A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay any tax. A common misconception is that a…

Continue ReadingA Refresher on the Gift Tax
Read more about the article Is an Installment Sale Preferable to All Cash At Closing?

Is an Installment Sale Preferable to All Cash At Closing?

  • Post author:Beau Ruff
  • Post published:May 16, 2024
  • Post category:Business Owners/ Executives/Legal/Taxation

Let’s assume you are ready to sell your business and you are reviewing two competing offers, both compelling in their own way. The first offer is for an all-cash payment…

Continue ReadingIs an Installment Sale Preferable to All Cash At Closing?
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 Your Business Tax Savings Might Be Doing More Harm Than Good

Your Business Tax Savings Might Be Doing More Harm Than Good

  • Post author:Beau Ruff
  • Post published:January 17, 2024
  • Post category:Business Owners/ Executives/Legal/Taxation

Small business owners sometimes have an enviable opportunity to save on tax. They rightfully look for every loophole to which they are entitled to save money on taxes by deducting…

Continue ReadingYour Business Tax Savings Might Be Doing More Harm Than Good
Read more about the article How Much Estate Tax Will I Owe (Back-of-the-Napkin Calculation)

How Much Estate Tax Will I Owe (Back-of-the-Napkin Calculation)

  • Post author:Beau Ruff
  • Post published:December 19, 2023
  • Post category:Asset Protection/Estate Planning/Family/Financial Planning/Insurance/Legal/Taxation

Washington state has published its estate tax threshold for 2024. Spoiler alert: it hasn’t changed from 2023. When learning about the estate tax, people generally want to understand how to…

Continue ReadingHow Much Estate Tax Will I Owe (Back-of-the-Napkin Calculation)
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
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© Copyright 2025. All Rights Reserved.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.

* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer

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  • (509) 396-0588
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Cameron Burch

Wealth Advisor, Trader

Cameron is a Wealth Advisor who has been in the finance industry since 2008 and joined Cornerstone in 2020. He works with individuals and families as well as small business owners to help them pursue financial freedom through individualized financial planning. As Trader, Cameron also assists the team with investment analysis and portfolio construction, as well as the processing of trades and money transactions for our clients. Cameron enjoys having conversations with our Spanish-speaking clients.

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. He holds he Series 7 registration through LPL Financial, and the Series 66 registration through both LPL Financial and Cornerstone Wealth Strategies.

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 or taking pictures with his drone.

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  • cameron@cswsteam.com