Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
ESPP double tax: How to avoid getting double-taxed on employee stock purchase plan shares
At a glance: What it means: ESPP double taxation means the same economic gain from your employee stock purchase plan can end up taxed twice on your return – once as compensation income and again as capital gain. <...
Simple US tax guide for Canadian retirement plans
At a glance For ...
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, 20...
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 or...