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

Family and Finance
Funding a Trust Now vs. Later

There are compelling reasons to fund a multigenerational trust while you are alive for the benefit of people you love and causes you believe in. And...

Capitol Building
Financial and Business Planning
April 12, 2023
2023 Federal Tax Update: Biden Budget Proposals

Despite a campaign promise to raise taxes on higher income households, the Biden Administration has so far not been successful in doing so. The late...

Financial and Business Planning
March 28, 2023
Last-Minute Pointers: WA State Capital Gains Tax

Updated April 11, 2023. A while back, we wrote that the 7% WA capital gains tax would be due April 18, 2023 and it was best to prepare for that so...

Capitol Building
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...

Capitol Building
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...

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