Kristi Mathisen

Kristi Mathisen

Managing Director, Tax & Financial Planning

Kristi is Managing Director, Tax & Financial Planning at Laird Norton Wealth Management. An attorney and CPA with more than 25 years of financial-services experience, Kristi writes on the implications of tax issues at the local, state and federal levels.

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All posts by Kristi Mathisen

Financial and Business Planning
January 18, 2023
Impact of 2022 Federal Tax Changes

There were two major tax policy events in 2022: (1) The Inflation Reduction Act (aka IRA) focused on raising corporate tax revenue while incentiviz...

wheat field
Financial and Business Planning
Tax-Loss Harvesting in 2022 and Beyond

Down markets can provide opportunities for us to enhance after-tax returns. LNWM’s Kristi Mathisen describes a strategy known as “tax-loss harve...

Family and Finance
March 15, 2022
Expert Opinion: The Role of Life Insurance in Estate Planning

Life insurance can be a key component of estate and multigenerational wealth planning, especially for high-net-worth households. But as with many ot...

Financial and Business Planning
September 28, 2021
House Tax Proposal: Impact on High-Income Households

There’s been a lot of talk about higher taxes but now we're starting to see some action: In mid-September 2021, an actual tax proposal was adopted...

glasses on tax form
Financial and Business Planning
Tax Update 2021: Capital Gains Take Center Stage

Got capital gains? You should know about these new tax proposals in Washington, DC and here in Washington State, where a new 7% capital gains tax is...

White House
Financial and Business Planning
Taxes Under Biden: An Early Look

US tax policy could change significantly in the next several years, especially for US corporations and high-income Americans. While specifics on non...

Tax-forms-and-coffee-cup
Financial and Business Planning
Reaping the Benefits of Tax-Loss Harvesting

Especially in down markets, a strategy known as tax-loss harvesting can reduce investment taxes now and way into the future, and in the process boos...

Woman-sitting-at-desk-in-front-of-laptop
Financial and Business Planning
Roth IRA Conversions: Why Now

It’s never wise to put all your eggs in one basket, especially when it comes to retirement accounts. A great way to diversity -- and get more tax-...

Financial and Business Planning
February 21, 2020
Does Your Collectible Car Get a Tax Break?

Collecting fine art, exotic cars and antiques is a passion. Whatever your prized collectible, it's helpful to understand the tax consequences of yo...

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