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Expertise:
  • Tax planning
  • Tax-efficient investments
  • Retirement planning
  • Estate planning
Education:
  • Bachelor of Arts, University of Arizona
  • Master of Science, University of Arizona

Reid Kopald is a seasoned tax manager with over a decade of experience as an Enrolled Agent (EA), known for his knowledge and ability to navigate the complex world of taxation. Reid began his academic journey at the University of Arizona, where he first immersed himself in the realm of reason and logic, earning a Bachelor of Arts in Philosophy in 2007. His quest for knowledge did not end there. In 2010, he continued his education at the same institution, earning a Master of Science in Finance. This unique combination of philosophy and finance has given Reid a rare insight into the intricacies of financial planning and tax management, enabling him to provide insightful and strategic tax solutions.

For the past seven years, Reid has been an integral part of the TFX team, where his skills and knowledge have greatly benefited the firm and its clients. His work at TFX is characterized by a commitment to excellence and a deep understanding of the tax code, allowing him to navigate its complexities with ease and efficiency.

Outside of the office, Reid is an avid outdoorsman and intellectual. He enjoys boating, playing tennis, and gardening, which allow him to connect with nature and cultivate patience and meticulous attention to detail – traits that translate well to his professional life.

The combination of academic training, professional experience, and personal interests makes Reid Kopald a remarkable tax manager. His dedication to his profession, combined with his diverse passions, contribute to his well-rounded approach to tax management and make him a valued member of his clients and the TFX team.

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. <...

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. <...