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Executive Economic Outlook

Spring/Summer 2016 is now available

 

We are pleased to announce our Executive Economic Outlook and Summary for Spring 2016. This semi-annual article is written entirely by Multop Financial's executive team, accountants, and portfolio managers. It is designed to explain what our research and experience suggests will take place over the next 6-12 month period with regards to the economy and current investment environment.

 

Click here to view our current Economic Outlook

 

We encourage you to take a moment to read our Outlook. If you would like to schedule an appointment with one of our financial advisors please contact our office at (360) 671-7891 or click here.

Lifestyles
Midnite Sun Reindeer Ranch
Client feature
Bruce & Ann Davis

Multop Financial takes great pride in introducing this edition's feature clients, Bruce and Ann Davis. The Midnite Sun Reindeer Ranch offers
 one-of-a-kind in-depth learning opportunities; from interpretive ground
 tours to learning what it takes to manage your own heard. To read more about their working reindeer ranch just north of Nome, Alaska, please click here.
Call from the I.R.S?
Simple steps to spot fraudulent calls
An aggressive and sophisticated phone scam targeting taxpayers has resurfaced throughout the country. Callers claim to be employees of the IRS, using fake names and phony IRS identification badge numbers. These impostors can be extremely convincing and have been referred to as intrusive, relentless and ruthless. In some instances they know a lot about their targets, including the last four digits of a victim's social security number and typically alter the caller ID to make it look like the IRS is calling.

"If someone unexpectedly calls claiming to be from the IRS and threatens police arrest, deportation or license revocation if you don't pay immediately, that is a sign that it really isn't the IRS calling," says IRS Acting Commissioner, Danny Werfel. Here are a few more tell-tale signs that the person on the other line is not who they claim to be:

* Scammers demand immediate payment, while the IRS will not call about taxes owed without first having mailed you a bill.
* Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.
* Victims hear background noise of other calls being conducted to mimic a call site.

If you are not able to reach you phone, they have been known to leave threatening messages requesting an "urgent" call back. In addition, there have been several recorded accounts of these scammers threatening to initiate legal proceedings, mark liens on assets and bank accounts, and promise a visit from bill collection officers.

We strongly encourage taxpayers to be vigilant against phone and email scams that use the IRS as a lure. If you find yourself facing a scam or have any questions please don't hesitate to call our office directly at (360) 671-7891 or contact us by clicking here.
Annual Account Reviews
Attention Clients
Keep an eye out for your prescheduled annual account review appointment! We will be mailing out meeting information beginning in June. At Multop Financial, we believe that communication with our clients is vital. In addition to our ongoing correspondence, newsletters and account service calls, we offer annual review appointments where we have a chance to talk with you and discuss your accounts and any financial concerns or goals you may have.

As Financial Services Manager, Aretha Ryan prepares financial planning reviews, administers asset allocation changes in client portfolios, oversees operations, client services and trading for all clients at Multop Financial. Aretha graduated from Western Washington University with a Bachelor's in Finance and Economics and has a passion for investment management. She immediately began her career at Multop Financial while also earning her insurance licenses and securities registrations.

Aretha works closely with Phil Multop and Tyler Ryan to ensure the implementation of portfolios for high-level business owners and retirees. For details about your annual review appointment or to request one now, please click here
Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor.  Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Spring 2016 
Thank you!
Serving you since 1976
We would like to extend a special "thank-you" to our valued clients for the many years of continued patronage. Phil Multop, owner and founder of Multop Financial, just celebrated the 40th anniversary of our tax practice this year! Our doors are still open because you continue to walk through them. It's been our pleasure serving you year after year!

From the Accounting Department

Congratulations Mike & Oxana Khizhnyak

Welcome Anthony Mikhail Khizhnyak

 

Multop Financial would like to give a big congratulations to Oxana Khizhnyak, former Bookkeeper & Accountant, and her husband, Mike, as they dive into parenthood with the birth of their son on Saturday, February 27th.

 

We couldn't be more proud of Oxana for her work here at Multop Financial. Although she will be greatly missed, she has left her duties in the very capable hands of Cynthia Egbert.

Cynthia Egbert
 
Cindy joined the Multop team in January, and over the course of tax season, her upbeat attitude and admirable work ethic have made her a pleasure to have in the workplace. To learn more about Cindy and her contributions here at Multop, click here.

Multop Spring Recipe

Cowboy Caviar

Looking for something different to bring to a barbecue or picnic this summer? "Cowboy Caviar" is a perfect take on the traditional salsa or bean dip that is sure to impress. Approach your caviar with a cowboy cavalier (and a hint of lime), and enjoy!
 Click here to see the full recipe!

We appreciate your business and referrals. Please feel free to forward our current e-Compass to your friends and family.

 

www.multop.com

 

Regular Hours

 

Monday - Friday

9:00 - 5:00 pm

 

Upcoming Holiday Hours
 

May 30th - CLOSED

July 4th - CLOSED

 

Multop Financial  

2210 Rimland Dr, Ste 101  

Bellingham, WA 98226

 

Phone: (360) 671-7891

Toll Free: (888)-671-7891

Fax: (360) 671-4963

Email: [email protected]