With another election in the books, thoughts move to what this election could mean for us and the donors and clients we serve. We will take a look at the tax platform of the new President, the make-up of Congress, and upcoming tax changes that are “in the books” – unless changed.

Pricing: WPGC Members - $15 | Non-Members - $30

Meet the Speaker:

Kristi Mathisen, JD, CPA, PFS; Managing Director, Tax & Financial Planning & Employee Owner at Laird Norton Wetherby

Kristi serves as a technical resource for LNW wealth managers and analysts, helping to develop protocols for identifying appropriate tax and financial strategies for the benefit of clients, including guidance on trust and estate planning as well as philanthropic giving. An important aspect of Kristi’s work is monitoring developments in tax and finance law at the federal and state levels to provide LNW colleagues and clients with proactive analysis and insights.

Prior to LNW and predecessor firm Laird Norton Wealth Management, Kristi was co-director of the tax practice at Bader Martin P.S. for 16 years. Before that, she was a member of the tax staff at Laventhol and Horwath.

Kristi is a graduate of the University of Washington Schools of Business and Law. She is a Past-President of the Washington Planned Giving Council and Seattle Estate Planning Council, and received the Frank Minton Professional Achievement Award in 2022.