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Read more about the article Navigating the Personal Residence Capital Gains Tax Trap for Seniors

Navigating the Personal Residence Capital Gains Tax Trap for Seniors

  • Post author:Beau Ruff
  • Post published:October 18, 2023
  • Post category:Asset Protection/Estate Planning/Family/Real Estate/Taxation

As a senior citizen ages in her residence, she begins to understand a problem that has been brewing for years or decades. The house that she bought many moons ago…

Continue ReadingNavigating the Personal Residence Capital Gains Tax Trap for Seniors

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

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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