Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
What Is a foreign trust? IRS rules, reporting forms, and deadlines (2026)
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...
Form 1040-V: Payment voucher explained – when, where, and how to pay your taxes
If you owe the IRS money, the last thing you want is for your payment to get lost or misapplied. That’s where Form 1040-V comes in – a simple but important payment voucher that helps ensure your check or money order is correctly processed. While it may seem like just another form, using it properly can save you from penaltie...
Do minors get taxes taken out of their paycheck?
Yes, minors typically get taxes taken out of their paycheck just like adults if they earn more than the standard deduction. For 2026, minors must file taxes if they earn more than $16,100 in wages. However, many teens can claim exempt status on Form W-4 if they expect to owe no federal tax, preventing withholding. Minors can get refunds by filing...
Do churches pay taxes? Exemptions, property taxes, and filing
In the United States, the phrase "do churches pay taxes?" often sparks curiosity, debate, and sometimes even confusion. While the short answer is generally "no," the topic is far more complex than it appears. From federal income tax exemptions to property taxes and ...
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...
The difference between Form 4868 and Form 2350 (expat guide)
Filing taxes as an American abroad creates unique timing challenges, especially when claiming the foreign earned income exclusion (FEIE). The difference between Form 2350 and 4868 comes down to your specific situation: Form 4...