Reid Kopald
Articles
How US expats can claim stimulus checks in 2025
The pandemic may feel like a distant memory, but many US expats are still wondering if they can claim their stimulus checks – or recover them if missed. Whether you're a seasoned expat or new to navigating US tax laws from abroad, here's your ultimate guide to understanding and claiming your stimulus checks in 2025. ...
To Include or Not to Include Your Foreign Spouse’s Income on Your US Expat Tax Return
Living overseas and married to a non-resident alien spouse (that is, not a US Citizen or Green Card Holder), you can choose to file jointly and add your spouse's income but there are situations, however, when it doesn’t behoove either o...
Market-based sourcing for individual filers
Market-based sourcing has become a significant tax issue for individual filers, particularly those providing services across state lines. States like New York and California have implemented rules that source income to their jurisdiction based on where the "benefit" of a service is received rather than where the service is per...
Taxes in retirement: a CPA's guide to keeping Uncle Sam at bay
Retirement – it's the time to kick back, relax, and enjoy the fruits of your labor. But, just when you thought you were done with your W-2s and quarterly tax payments, taxes in retirement pop up like that unexpected plot twist in your favorite my...
Inherited IRA distribution rules [spouse and non-spouse beneficiaries’ guide]
Understanding the rules surrounding Inherited Individual Retirement Accounts (IRAs) can be a daunting task. These rules are complex and depend on several factors, including the type of IRA, the date of the original owner's death, and the beneficiary's relationship to the original owner. NOTE! In July 2024, the IRS fina...
Moving expenses tax deduction: a primer
Disclaimer This article is for informational purposes only and does not constitute legal or tax advice. Always consult with a tax professional for your specific circumstances. ...