Mofrad Financial Solutions

05/28/2026

“If you’re self-employed, your income is not just income.

It’s a tool.

And most people are using it wrong.

They:

❌ Max out deductions
❌ Show minimal profit
❌ Celebrate tax savings

Then hit a wall when they try to:

🏡 Buy property
💰 Refinance
📈 Expand their business

Because now… they look “broke on paper.”

Smart strategy looks different:

👉 Control what you report
👉 Plan 1–2 years ahead
👉 Align taxes with your financial goals

Tax returns are not just compliance documents.

They’re financial statements the world judges you by.”

05/21/2026

When I started running Marathons, I didn't have a clear vision of life goals. Life came one event at a time depending on what tickled my fancy. Twenty one marathons later, my outlook on life is 180 degrees different. Coincidence?!? 🤔

05/19/2026

Attending the 3-day UNCORROLATED conference was insightful, invigorating, and pleasant! (I also had the opportunity to meet @~Scott Page (of Pink Floyd) and listen to his jam session!) But perhaps the most valuable takeaway was the relationships formed and personal connections made. A BIG THANK YOU to Mario Gallo, the unfailing friend and fellow professional who invited me, and who never forgets to include me through the years…👏🏽🤟🏽🙏🏽🌹(Don't forget to watch the video clip attached!)

05/12/2026

For the last week of April/first week of May I had the pleasure to revisit the Invest In the USA (IIUSA)’s EB-5 Conference - held this year at the Hyatt at Capitol Hill in DC: thanks to the invitation of @~Edward Beshara, the great EB-5 attorney I am currently working with on a project. I say revisit because I used to be more involved in this arena in the mid-2000teens, but, life/pandemic swayed me in a different direction…Glad to be back. Hope our firm Mofrad Financial Solutions will make a more significant impact this time around! Thank you Edward & the IIUSA Organizers…

04/28/2026

When my friend @~Michael-Ly invited me to a post tax season retreat for accountants in Scottsdale AZ, I totally underestimated the event…It was a large group of high caliber, extremely smart professionals that knew how to work, make connections, and have fun at the same time. They had traveled from as far away as London and Buenos Aires just for this 4-day event! On behalf of our team Financial Solutions I want to thank Michael Ly to include us in this year’s event! Totally honored and hope this is the beginning of a long time trend…

04/27/2026

This is why I do it...

04/21/2026

Most business owners think their business is worth more than it is.
Not because they’re wrong…
…but because no one has ever shown them how value is actually measured.

04/14/2026

If you haven't planned it, you are creating a MESS, either for yourself down the line, or for your heirs! You've spent a lifetime building it; it's worth making a plan for it!

04/09/2026

In the 30 years I have run this practice, I have learned that many people spend significantly more resources planning their vacations, or which concerts they will go to, than their retirement. For them (the younger they are, the truer this is), retirement is a far-off abstract idea they don't need to worry about until later. But when "later" comes and they learn what could have been, they regret bitterly the opportunities that are gone forever. Likewise, people fight over a few dollars, yet have no idea what became of thousands deducted from their paychecks they left behind in a previous job....Time to set our priorities straight!

04/07/2026

04/02/2026

There are two types of CPAs:

1. The historian

2. The strategist

The historian tells you what happened.

The strategist helps you decide what should happen next.

Most people hire historians…
…and expect strategic outcomes.

That’s why they feel stuck.

If your CPA only talks to you after the year ends,
you’re already behind.

The real work happens before the numbers are final.