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

Tax reform word cloud and coffee cup
Financial and Business Planning
December 29, 2017
Thinking of Pre-Paying State and Local Taxes? Some Guidance from the IRS

Should I pre-pay 2018 state and local taxes in 2017? The new tax law, signed into law just before the holidays, did make it seem like that might be ...

Financial and Business Planning
April 13, 2017
Why 2016 Tax Returns are Due April 18

Good news for all you procrastinators out there! Normally, US tax returns are due April 15. This year is a bit different: April 15 is a Saturday, wh...

Financial and Business Planning
Keeping a Cool Head in a Red-Hot Real Estate Market

Get our home buying matrix that includes tax break information, plus find out why the old advice may no longer apply.

Tax reform word cloud and coffee cup
Financial and Business Planning
February 11, 2016
Some Key Tax Breaks Are Now Permanent

As we finish with 2015 taxes, there's a bit of good news to look forward to. At the end of last year, President Obama signed into law the impressive...

Doctor holding chalkboard with Medicare written on it
Financial and Business Planning
February 05, 2016
Medicare Part B Premiums: Some Clarity

Higher-income Americans are paying higher premiums again this year for "Part B" Medicare, which covers doctors and outpatient care. But the increa...

Financial and Business Planning
January 29, 2016
2015 Changes to Social Security: Focus Is on “File-and-Suspend”

Think you have your Social Security strategy figured out? It's time to take another look. Late in 2015, Congress voted to limit the advantages of ...

Family and Finance
February 23, 2015
LOANS THAT ARE ALL IN THE FAMILY

Lending money to family members isn’t always a good idea. But in the right circumstances, such loans can benefit both sides financially, while all...

Financial and Business Planning
December 22, 2014
The Tax Increase Prevention Act of 2014

The aptly named "Tax Increase Prevention Act of 2014" was signed into law last Friday by President Obama. The law gives everyone 12 days (8 not coun...

Tax reform word cloud and coffee cup
Financial and Business Planning
December 17, 2014
2014 Tax Breaks: The Saga Continues

I wish I could tell you that Uncle Sam is about to turn into Santa Claus -- by renewing all the federal tax breaks that expired in 2014. BUT I CAN...

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