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Mofrad Financial Solutions
- Apr 28
- 1 min
Roth IRA
Thinking ahead about your taxes and how you'll spend that refund is always a good idea. Here's an even better idea: not spending your...

Mofrad Financial Solutions
- Dec 1, 2021
- 2 min
Small Business Owners and a SEP Plan
If you are a small business owner or are self-employed, you may be wondering what options you have to save yourself from having to pay...

Mofrad Financial Solutions
- Nov 2, 2021
- 2 min
A More Social Responsible Way of Investing
We continue our research on ESG and today we will focus on the Social aspects of ‘ESG’ investing. Sustainable investing implies how...

Mofrad Financial Solutions
- Oct 20, 2021
- 1 min
If it's Good for the Planet, It's Good for your Wallet
Environmental Focus On the previous blog, "Introducing ESG Investing: The Modern Way of Investing", we discussed how investors are...

Mofrad Financial Solutions
- Sep 29, 2021
- 2 min
Introducing ESG Investing: The Modern Way of Investing
What is ESG Investing? Investors use several different strategies to build and diversify portfolios to ensure financial success....

Robert Bankovic
- Jul 16, 2021
- 2 min
What is a 529 College Savings Fund?
The price of education has gotten expensive. Tuition rates have outpaced general inflation rates for years and it is assumed that higher...

Robert Bankovic
- Jul 7, 2021
- 2 min
When is the right time to finance?
As a business-person you know that the world runs on credit. It’s a matter of fact that access to financing is easy and available when...

Mofrad Financial Solutions
- Jun 15, 2021
- 2 min
How Depreciation Helps Business Owners
When it comes to taxes, of prime concern for business owners is “what can I deduct?” The answer isn’t always so straight forward. The IRS...

Mofrad Financial Solutions
- Jun 1, 2021
- 1 min
Why Bookkeeping Should be Your #1 Business Priority
Bookkeeping enables you to see exactly where your business is spending money and where your revenue is coming from. It also helps you get...

Mofrad Financial Solutions
- Mar 31, 2021
- 2 min
2021 Tax Edition: Frequently Asked Tax Season Questions
Every year we listen to anxious and worried clients question what affects their taxes. We are here to help ease the worry by addressing a fe

Mofrad Financial Solutions
- Mar 2, 2021
- 2 min
Who Qualifies as Your Dependent?
Since every family is different, the question of “can I claim my kid as a dependent”, comes up quite often. As you will see below, to...

Mofrad Financial Solutions
- Feb 4, 2021
- 4 min
R&D CREDIT: Have you overlooked a golden opportunity in tax savings with R&D Credit?
Remember - even if you are a qualifying start-up, you can take advantage of the Credit. True, you may not have income, and therefore taxes

Mofrad Financial Solutions
- Feb 3, 2021
- 2 min
Quick Guide to Self-Employment Taxes
Self-Employment tax can be broken up into two parts, FICA and Medicare taxes. Out of this 15.3%, 12.4% goes towards Social Security and 2.9%

Mofrad Financial Solutions
- Jan 6, 2021
- 4 min
2021 Client New Year Newsletter
Wishing 2021 will be full of the blessings for which everyone is hoping. There is no way to sugar-coat it; it has been a very unusual...