Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
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...
15 best tax-friendly countries to retire abroad for US citizens
It’s the moment to design your ideal life – rich in experience and light on taxes. Choosing among the best tax-friendly countries to retire takes more than comparing headline tax rates. For Americans, the real question is how local taxes, US filing rules, healthcare, and visa options work together in practice. ...
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...