Reid Kopald
Articles
Choosing Between a Regular and Roth IRA When Living Abroad. What Are the Rules?
As a US Expat living and working overseas, you have access to a wide variety of international savings and investment plans. If you’re considering adding an IRA account to your portfolio to help secure your retirement, there are a few things you should know about the differences between a traditional ...
Choosing Investment Advisor as an Expat With Offshore Foreign Investments
If you are a US Expat, an American Citizen, or a United States Green Card Holder with offshore investments, it’s imperative that you’re getting the absolute best tax advice on your US expat tax liabilities. If your US based...
Bilateral Social Security Agreements and How They Affect US Expat Tax Liability
Over the course of the previous few decades, it’s been becoming more and more commonplace for US Citizens and Green Cad Holders to relocate to and find work in other countries. Today, there are thousands of international employees who earn income from 2 or more countries that habitually tax their residents’ salaries for Social Securit...
Expat Taxes & Federal IRS Estimated Tax Payments due dates
When do you plan to have a draft of your expat U.S. tax return ready? In April, June, October? Unfortunately all those dates are wrong! You need to know your anticipated U.S. tax obligations before January 15th. The best option is to h...
Gift Tax on Spouse Property Transfers and IRS Gift Limit
Section 1041 of the IRS Code outlines the tax rules surrounding property transfers between married and divorcing couples, but there are some holes in the code when it comes to internatio...
Financial Planning - End of Year Tips for Expats
We are now in the 4th quarter of 2012. Before we know it, we will be facing the end of another tax year. In order to make your tax year more profitable and less stressful, here are a few things you can do before the end of the year to help maximize your return. While the suggestions in this article apply to every taxpayer, they are espe...