TAX STRATEGIES FOCUSED ON YOUR NEEDS

OUTCOME-DRIVEN, NOT TAX-DRIVEN

Your goals and personal philosophy toward taxes are unique and may change over time. For many families, income tax planning and estate tax planning are key components in a financial plan.

Our recommendations are outcome-based, not tax-driven. We allow your goals and values to dictate the best tax strategy. Our financial planning clients in Seattle and elsewhere rely on us for comprehensive solutions that take into account annual income and capital gains taxes, gift taxes and estate taxes now and in the future.

TRULY INTEGRATED TAX PLANNING

Investment planning, tax planning and estate planning should never occur in isolation, so tax awareness is woven throughout our services. At Laird Norton, our wealth management experts stay on top of the latest tax laws and work together to develop comprehensive strategies focused on after-tax results.

ESTATE TAX PLANNING

We help determine when and how to transfer assets to a charity or to family members in a way that minimizes the tax burden for all parties.

TAX-AWARE INVESTING

The investment return that supports your financial plan is the amount earned after income and capital gains taxes, fees and the annual rate of inflation. We create and manage both tax-exempt and taxable portfolios with the after-tax result in mind.

Read more about tax planning in Certainty in an Uncertain Sea of Taxes.