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

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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...

man sitting looking at smartphone
Financial and Business Planning
Tax Strategies 2020

US tax rates are likely to rise in the coming decade, especially for higher income Americans. Kristi Mathisen, LNWM’s Managing Director of Financi...

Financial and Business Planning
Stock Options & Other Equity Comp

After more than a decade of rising stock prices, now’s NOT the time to leave your stock options and other equity comp on auto pilot. LNWM’s Kris...

young woman and man on laptop
Financial and Business Planning
Intra-Family Loans: A Potential Win-Win

Shakespeare’s Polonius advised his son “never a borrower nor a lender be.” However, when a loan is between family members, the results can be ...

Family and Finance
A Trust for Your Next Gen

529 Plans and Custodial Accounts are great. But a well-structured trust is probably the most effective way to control how your next generation inter...

Trusts and Estates
Estate Taxes: A Window of Opportunity

Starting in 2018, the new tax law offers a major chance to save on estate taxes: a doubling of the estate tax exclusion to $11.2 million. But this c...

Financial and Business Planning
Asset Rich, Cash Poor: How to Get Liquid Without Drowning in a Sea of Taxes

Do you own real estate or other assets that have skyrocketed in value? Many people do but are afraid to sell because of taxes. Here are four tax-eff...

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