Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
Not all tax paid in France is eligible for US income tax purposes
If you ever took the SATs, you should be fairly familiar with analogies. If we were to ask - which of these does NOT apply. ...
Expat financial planning: The complete 2026 guide for Americans living abroad
Americans living abroad face a unique financial planning challenge – the US taxes citizens on worldwide income regardless of where they live, making proactive expat financial planning essential. Key 2026 filing-season figures: the ...
Investing as an American expat: Strategies, options, and tax implications for 2026
Investing as an American expat in 2026 means reporting worldwide investment income while managing brokerage restrictions, PFIC rules, and foreign-account disclosures. Key markers are the $10,000 aggregate FBAR threshold and, for a qualifying single filer abroad, Form 8938 above $200,000 year-end or $300,000 anytime. The...
Form 8621 penalty: What happens if you fail to file your PFIC report in 2026
For a 2025 tax return filed in 2026, a Form 8621 penalty usually does not mean a fixed fine for the form itself. Missing PFIC information can instead extend the IRS assessment period under IRC §6501(c)(...
IRS Form 708: The complete guide to US estate and inheritance tax reporting in 2026
IRS Form 708 is the new federal return for a US citizen, US resident, or certain trust that receives more than $19,000 of covered gifts or bequests from covered expatriates during 2025. The recipient, not the donor or estate, generally calculates a 40% Section 2801 tax and files under the new 18-month deadline. This return is separate f...
BOI reporting in 2026: do small businesses still need to file?
FinCEN's beneficial ownership information (BOI) reporting requirement no longer applies to US companies. ...