Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
Form 8621: Complete guide for shareholders of passive foreign investment companies (2026)
What’s new: Form 8621 December 2025 update Form 8621 has a December 2025 revision date. The IRS posted the revised form on November 26, 2025, and th...
Form 8814: Parent's election to report child's interest and dividends
Form 8814 allows parents to report a child's investment income on their own tax return instead of filing a separate return for the child. This election is generally available when the child is otherwise required to file, has only eligible interest and dividend income, and gross income does not exceed $13,500 for the 2025 and 2026 limits. ...
Filing taxes for the deceased: what to do, who files, and how refunds work
Handling filing taxes for deceased can feel like one more administrative burden during an already difficult time. The good news is that the process is usually more structured than it looks. In most cases, you first need to figure out whether a final individual return is required, then confirm who has authority to file, and finally check whether t...
Form 1310: A guide to claiming tax refunds for deceased taxpayers
What is Form 1310? It is the IRS statement used to claim a refund due to a person who has died. You usually need it only when the claimant is not a surviving spouse filing a joint return and not a court-appointed personal representative filing the decedent’s original re...
Form 8880: Credit for Qualified Retirement Savings Contribution
Saving for retirement can feel like a long game, especially when you are juggling life abroad, payroll differences, and a stack of US tax forms. The good news is that some Americans abroad may still qualify for the credit for qualified retirement savings contributions, claimed on ...
What happens to my 401k if I move abroad? A guide for US expats
Moving overseas can make retirement planning feel fuzzy very quickly. The good news is that your Roth IRA usually does not disappear just because you leave the US. In most cases, you can keep the account, keep the investments in place, and decide later whether it makes sense to leave it where it is, roll it over, or take money out. That is the sh...