Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
O-1 visa tax filing requirements: 1040 vs 1040-NR, payroll taxes, and worldwide income
O-1 visa tax obligations depend on tax residency status, not the visa itself. The IRS uses tax-residency rules to decide whether an O-1 holder is taxed as a nonresident alien or resident...
QEF election explained: How to use the Qualified Electing Fund for PFIC reporting
Before diving into a QEF election, it helps to see where the problem begins. Many US shareholders invest overseas and only later learn the IRS treats their fund as a ...
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 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. <...