Reid Kopald

EA. Tax Manager

Expertise:

Tax planning
Tax-efficient investments
Retirement planning
Estate planning

Education:

Bachelor of Arts, University of Arizona
Master of Science, University of Arizona

Reid Kopald is a seasoned tax manager with over a decade of experience as an Enrolled Agent (EA), known for his knowledge and ability to navigate the complex world of taxation. Reid began his academic journey at the University of Arizona, where he first immersed himself in the realm of reason and logic, earning a Bachelor of Arts in Philosophy in 2007. His quest for knowledge did not end there. In 2010, he continued his education at the same institution, earning a Master of Science in Finance. This unique combination of philosophy and finance has given Reid a rare insight into the intricacies of financial planning and tax management, enabling him to provide insightful and strategic tax solutions.

For the past seven years, Reid has been an integral part of the TFX team, where his skills and knowledge have greatly benefited the firm and its clients. His work at TFX is characterized by a commitment to excellence and a deep understanding of the tax code, allowing him to navigate its complexities with ease and efficiency.

Outside of the office, Reid is an avid outdoorsman and intellectual. He enjoys boating, playing tennis, and gardening, which allow him to connect with nature and cultivate patience and meticulous attention to detail – traits that translate well to his professional life.

The combination of academic training, professional experience, and personal interests makes Reid Kopald a remarkable tax manager. His dedication to his profession, combined with his diverse passions, contribute to his well-rounded approach to tax management and make him a valued member of his clients and the TFX team.

Articles

Estate tax for expatriates: US estate tax guide

For a 2025 death, a US citizen’s federal gross estate can include worldwide assets, while a noncitizen non-domiciliary is generally exposed only on US-situated property. The key filing thresholds are $13.99 million and $60,000, respectively, under current federal rules. Federal estate tax can follow a US citizen abroad because it ...

Charitable donations tax deduction guide 2025

For the 2025 tax year, tax deductions for charitable donations generally require you to itemize on Schedule A and give to a qualified organization. The standard deduction is $15,750 for single or married filing separately, $31,500 for married filing jointly or a qualifying surviving spouse, and $23,625 for head of household. Review the choice in ...

Not all tax paid in France is eligible for US income tax purposes

If you ever took the SATs, you should be fairly familiar with analogies. If we were to ask - which of these does NOT apply. ...

Expat financial planning: The complete 2026 guide for Americans living abroad

Americans living abroad face a unique financial planning challenge – the US taxes citizens on worldwide income regardless of where they live, making proactive expat financial planning essential. Key 2026 filing-season figures: the ...

Investing as an American expat: Strategies, options, and tax implications for 2026

Investing as an American expat in 2026 means reporting worldwide investment income while managing brokerage restrictions, PFIC rules, and foreign-account disclosures. Key markers are the $10,000 aggregate FBAR threshold and, for a qualifying single filer abroad, Form 8938 above $200,000 year-end or $300,000 anytime. The...

Form 8621 penalty: What happens if you fail to file your PFIC report in 2026

For a 2025 tax return filed in 2026, a Form 8621 penalty usually does not mean a fixed fine for the form itself. Missing PFIC information can instead extend the IRS assessment period under IRC §6501(c)(...