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 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 ...
Can a Non-US citizen spouse get Social Security benefits?
A non-US-citizen spouse can qualify for US Social Security on a worker’s record without becoming a US citizen. For 2025 benefits reported in 2026, eligibility, payment abroad, and US tax treatment are separate questions. The rules matter most when a couple retires outside the United States. A spouse may qualify for a benefit but s...
Foreign grantor trusts: tax rules, planning, and compliance for cross-border families
A foreign grantor trust is a foreign trust treated as owned by a grantor under IRC sections 671–679. For 2025 returns filed in 2026, US persons involved with a foreign trust may need Form 3520. A foreign trust with a US owner may also need Form 3520-A, while Form 8621, Form 8938, and FBAR depend on separate ownership and filing thresholds.<...
15 best tax-friendly countries to retire abroad for US citizens
Choosing where to retire abroad takes more than comparing headline tax rates. For US citizens, the real picture is how local taxes, US filing rules, healthcare, and visa options work together once you actually live there...
Cryptocurrency Tax Reporting for American Expats 101
Cryptocurrency transactions have become very popular nowadays and every American citizens, including expats, have to file a US tax return every year, should know how the IRS is treating each transaction like buying...