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

What happens to my 401(k) if I move abroad? Options, taxes, and expat rules

Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...

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 ...

Is a foreign pension taxable in the US? Tax rules for expats

A foreign pension can create US income tax and information-reporting duties even when the plan is tax-favored in the country where it was earned. For the 2025 tax year filed in 2026, the answer depends on the plan’s legal structure, your contributions and rights, the applicable treaty, and whether the plan or underlying assets trigger separ...

Cross-border estate planning: A complete guide for US expats and foreign nationals (2026)

A person can live abroad for decades and still leave an estate subject to US federal estate tax. For people dying in 2026, a US citizen or US domiciliary generally has a $15 million federal basic exclusion amount, while a nonresident who is not a US citizen can face Form 706-NA filing once US-situated assets exceed $60,000, subject to treaty rule...

Form 8621: PFIC filing requirements, taxation & instructions (2026)

Form 8621 is the IRS information return for US taxpayers who own shares in a passive foreign investment company, or PFIC. If you hold a foreign mutual fund, a foreign ETF, a hedge fund, or certain foreign holding companies, you may need to file a separate Form 8621 for each PFIC you own, for each tax year a filing trigg...

What is a foreign trust? IRS rules, reporting forms, and deadlines (2026)

A foreign trust is any trust that fails either the court test or the control test under US tax law. If you are a US citizen or resident who owns, benefits from, or contributes to one – a foreign pension plan, an inherited family trust, or an estate structure set up abroad – you likely have IRS reporting obligations even if no US tax i...