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Meet Our Newest Advisory Team Member
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We are very pleased to introduce Andrea Bishop as the newest addition to the Multop Financial Planning Team!
Andrea has several years of background in the investment industry and has served in advisory positions and as the service manager at other firms. She is a great asset to our team and to our clientele. Andrea will be handling all service work during Aretha's maternity leave and will continue to assist clients and the rest of the team when Aretha returns. Over the past few months she has learned our way of doing business and has familiarized herself with our investment companies and is now excited to get to know you better and provide the best service possible. We look forward to her being a long term member of our team here at Multop Financial.
To learn more about Andrea, please click here. |
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Fiscal Cliff Deal: Better Late Than Never? | |
Legislation passed on New Year's Day averted the fiscal cliff, but many questions regarding taxes, spending and the deficit remain unanswered. Our experts have reviewed what we do know about the 2013 tax law changes, along with the planning opportunities now available.
For many high-income taxpayers, legislation passed on New Year's Day will mean a higher top rate of income tax and fewer itemized deductions. In addition, the payroll tax holiday is over, meaning that taxpayers will see a two percentage point increase in their payroll tax. Continue reading...
Click Here to View & Download the Complete Article |
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Debt Ceiling Remarks | |
As financial advisors, it is our job to stay properly informed on political matters, especially as they pertain to taxes and the economy, and then we pass that information on to you.
You've probably heard about the U.S. debt-ceiling crisis, but you may not have heard about the steps the government has taken to solve it. The media has floated around terms like "Super Committee" and "trigger mechanism" and unless you're following closely, it can be hard to know just what exactly is going on. Click here to read more...
Click Here to View & Download the Complete Article |
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Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor. Member FINRA/SIPC. |
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January 2013 |  |
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News & Events
January Lifestyles
January's Lifestyles page features local photographer and website designer John Sedgwick. Read about his passion for all things artistic and preview some of his beautiful photography.
Read about John here
From our team focus, learn more about Scott Locker's love of life and family and also enjoy his Famous Caesar Salad recipe.
Read about Scott here | |
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Caution! New Phone Scam on the Rise | |
The FBI and U.S. Courts are warning consumers to be alert for an increasingly common and effective telephone based identity theft threat known as "the jury duty scam."
In the Jury duty scam, the scammer, posing as a local court worker, tells you that a warrant has been issued for your arrest because you failed to report for jury duty. Continue reading...
Click Here to View & Download the Complete Article |
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Office Hours | |
Monday - Friday 9 - 5
Closed Saturday & Sunday |
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Tax Referral Program
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We would love to have more clients just like you, and are grateful for your referrals. In fact, we reward you for sending new clients our way! You will receive a credit off your tax preparation bill for every new client you send to us! Ask us for more details. We are looking forward to seeing you again for your tax preparation. It's our pleasure to serve you year after year, and we don't take it for granted. | |
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We appreciate your business and referrals. Please forward the e-Compass to friends & family. | |
www.multop.com |
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Multop Financial
2210 Rimland Dr, Ste 101
Bellingham, WA 98226
Ph: (888) 671-7891
Fax: (360) 671-4963
E: info@multop.com |
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