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 Investment Tax for US expats: Rules, forms, and reporting
US taxpayers generally pay US tax on foreign investment income for the 2025 tax year, even when the account is outside the United States. A foreign country may also withhold or assess tax on dividends, interest, or gains. The foreign tax credit can reduce double taxation when the foreign tax qualifies. Ext...
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 ...