Ed Mofrad

[Ed Mofrad @EMofrad]

We have often heard our clients being challenged by bookkeeping. The issue was something else altogether! This comprehensive service should get to the root, and bring you at peace. When was the last time you did NOT feel overwhelmed, but in control instead?

[Ed Mofrad @EMofrad]

Morningstar Conference, 2026

[Ed Mofrad @EMofrad]

Awesome Morningstar Investment Conference this year: The latest professional updates, learning, connecting with the new and catching up with old friends in this gorgeous city…

[Ed Mofrad @EMofrad]

@Potassium_k6 Is this for real, or AI?

[Ed Mofrad @EMofrad]

Day 1 Keynote at the Morningstar Conference, Chicago. Proud to attend for the 3rd straight year…

[Ed Mofrad @EMofrad]

Thanks to LACBA’s @~Environmental Law Section for invitation to attend The 2026 Spring Membership Reception Honoring Charles Thomas at the California Club in DTLA. What a wonderful reception and great cause! 🥂🙏🏽

[Ed Mofrad @EMofrad]

Wishing everyone a happy and prosperous month of June! Thank you for following these posts for the occasion of our 30-year anniversary!

[Ed Mofrad @EMofrad]

“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

[Ed Mofrad @EMofrad]

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?!? 🤔

[Ed Mofrad @EMofrad]

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.

[Ed Mofrad @EMofrad]

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.

[Ed Mofrad @EMofrad]

When my friend @~Michael-Ly invited me to a post tax season retreat for accountants in Scottsdale AZ, I totally underestimated the event. On behalf of our team @Mofrad Financial Solutions I want to thank Michael Ly to include us in this year’s event! Totally honored!

[Ed Mofrad @EMofrad]

This is why I do it!

[Ed Mofrad @EMofrad]

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.

[Ed Mofrad @EMofrad]

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!

[Ed Mofrad @EMofrad]

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. Time to set our priorities straight!

[Ed Mofrad @EMofrad]

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 historian…and expect strategic outcomes. That’s why they feel stuck.

[Ed Mofrad @EMofrad]

The biggest mistake I see high earners make? They separate tax planning and financial planning. *2 different advisors.* 2 different strategies. * 0 coordination. Result? * Missed opportunities * Conflicting advice * Expensive blind spots