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
August 03, 2011
Paperwork: File It, Shred It or Use It for Origami?

Is your desk overflowing with paperwork? You know you have to keep some of it, but what? Certainly tax returns... Certainly receipts... Certainly in...

Trusts and Estates
July 18, 2011
Oregon’s New Estate Tax: No Longer a Cliff, but Scarier Heights

Its official, starting in 2012 it will be an even better time to be a beneficiary in Oregon State … so long as the estate being inherited is less ...

Family and Finance
June 22, 2011
Don’t Just Be a Philanthropist, Be Intentional

Only having just come out of the longest recession since 1929 and now in the midst of another bout of stock market volatility, we’re all probably ...

Family and Finance
May 03, 2011
Business Owner – On the Horizon

You don’t know when (precisely) and you don’t know why (exactly) and you usually don’t even want to think about it but someday your business w...

Financial and Business Planning
January 01, 2011
Tax Law Makes Giving Easier (Only Temporarily)

If you're thinking about giving money away to family members, there may never be a better time. Tax relief legislation that passed late in 2010 prov...

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