Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
Social Security benefits as an American living abroad: Everything you need to know
US citizens can usually receive Social Security retirement, disability, and survivor benefits abroad if they qualify and live in a country where the Social Security Administration can send payments. Retirement benefits generally require 40 credits; in 2026, 1 credit requires $1,890 of covered earnings, and 4 credits require $7,...
Guide to IRS Form 9465: Installment Agreement Request
IRS Form 9465 is the official Installment Agreement Request that taxpayers file to set up a monthly payment plan when they cannot pay their federal tax bill in full. The form covers long-term plans of up to 72 months for balances under $50,000, with setup fees ranging from $22 to $178, depending on how you apply and pay. Low-income taxp...
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 ...
IRS first-time penalty abatement: requirements, Form 843, and sample letter
Instant answer: ...
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 f...