Reid Kopald

EA. Tax Manager

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

What happens to my 401(k) if I move abroad? Options, taxes, and expat rules

Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...

US taxes on the departing Australia superannuation payment (DASP): 2026 guide

US citizens and green card holders who received a DASP in 2025 generally address it on their 2025 Form 1040 filed in 2026. The gross payment and taxable amount are not always identical – IRS guidance generally permits recovery of documented after-tax cost, while Australian withholding may support a Form 1116 foreign tax credit. (...

Do churches pay taxes? A clear guide to exemptions, property, and filing

Usually no on federal income tax, but sometimes yes on other taxes. Most churches that qualify under section 501(c)(3) are not liable for federal income tax on donations, offerings, and other income tied to their religious mission. That is where the exemption ends. Several other tax categories can still apply. ...

Form 1310: A guide to claiming tax refunds for deceased taxpayers

IRS Form 1310 is used to claim a federal refund owed to someone who died, but it is not required in 2 common cases: a surviving spouse filing a joint return, or a court-appointed personal representative filing an origina...

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. Three quick takeaways before you keep reading: Tax-friendly means more than low rates....

What is the Foreign Earned Income Exclusion on FAFSA? A 2026 guide for expat families

If your child is applying for federal student aid and your family lives abroad, FAFSA treats your Foreign Earned Income Exclusion differently from how the IRS does – and that difference can significantly affect how much aid you q...