Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
Is foreign pension income taxable in the US? What expats must know
Foreign pension income isn’t something you can afford to ignore come tax season. If you're a US citizen or resident, the answer to Is foreign pension income taxable in the US? is a firm yes – regardless of where the money originates or where you currently live. From employer plans in Europe to private retirement accounts in Asia, ...
Foreign trusts: taxes and compliance tips for US taxpayers
If you’re a US citizen or resident who owns, benefits from, or contributes to a foreign trust – such as a foreign pension plan, or a family estate trust set up abroad – you’re likely dealing with a complex set of reporting obligations. Whether you’re planning to set up a trust or already receiving distribu...
Foreign grantor trusts: tax strategies for cross-border families and wealth management
Foreign trusts are a popular tool for families managing wealth across borders. A foreign grantor trust is a type of trust established outside the US, generally by a non-US person who retains certain powers or ownership rights. While these trusts can be highly efficient for estate planning and global asset protection, they come with stri...
One Big, Beautiful Bill – and what it means for your business taxes in 2025
A sweeping reform with lasting impact for small and medium-sized businesses The tax code just got a makeover, and small businesses are finally getting more than just the leftovers. In mid-2025, Congress passed the One Big, Beautiful Bill – a sweeping package of tax reforms that promises lasting ...
What happens to my 401k if I move abroad? A guide for US expats
Moving overseas raises many questions about your finances - especially your retirement savings. One common concern is, what happens to my 401k if I move abroad? Your 401k remains an important asset, but managing it from outside the US requires understanding your options, tax implications, and potential challenges. This article...
6 best ways to spend your tax refund (and avoid regret)
In 2024, the average IRS refund topped $3,138. Most Americans put their refunds toward essentials like savings, paying down d...