Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
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...
Streamlined Procedure: Which Years to File?
Which years to file? If you are behind on your tax returns & want to become compliant, the first question you likely have is - what years do I need to file? The Streamlined Program is an olive branch fro...