Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
Filing taxes for the deceased: what to do, who files, and how refunds work
Handling filing taxes for deceased can feel like one more administrative burden during an already difficult time. The good news is that the process is usually more structured than it looks. In most cases, you first need to figure out whether a final individual return is required, then confirm who has authority to file, and finally check whether t...
Form 1310: A guide to claiming tax refunds for deceased taxpayers
What is Form 1310? It is the IRS statement used to claim a refund due to a person who has died. You usually need it only when the claimant is not a surviving spouse filing a joint return and not a court-appointed personal representative filing the decedent’s original re...
Form 8880: Credit for Qualified Retirement Savings Contribution
Saving for retirement can feel like a long game, especially when you are juggling life abroad, payroll differences, and a stack of US tax forms. The good news is that some Americans abroad may still qualify for the credit for qualified retirement savings contributions, claimed on ...
What happens to my 401k if I move abroad? A guide for US expats
Moving overseas can make retirement planning feel fuzzy very quickly. The good news is that your Roth IRA usually does not disappear just because you leave the US. In most cases, you can keep the account, keep the investments in place, and decide later whether it makes sense to leave it where it is, roll it over, or take money out. That is the sh...
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...
Do churches pay taxes? Exemptions, property taxes, and filing
The short answer to do churches pay taxes is usually no – but not always. Most churches that qualify under section 501(c)(3) do not pay federal income tax on donations, offerings, and other income tied to their religious mission. But that does not mean every church is tax-free in every situation. A church may still run into unrela...