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Last Update

2012-11-14T00:00:00.000Z

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Background Information

Employment History

Manager
Zdonek & Wolowicz Accountancy Corporation

Tax Manager
Kakimoto & Nagashima LLP

Tax & Legal

Affiliations

Member
California Society of Certified Public Accountants

Education

MS

bachelor's degree
accounting
Waynesburg College

master's degree
accounting
Pennsylvania State University

master's degree
taxation
University of Southern California

Web References (4 Total References)


iParenting.com – Savvy College Savings From Coverdales to Trusts – The Facts About Planning for Your Child's Education

iparenting.com [cached]

"Think about where your family is financially when deciding how much to invest in a 529," says John Feyche, CPA., and manager for Zdonek & Wolowicz Accountancy Corporation in Torrance, Calif. Feyche cautions that 529 funds are counted as student resources and can reduce financial aid.

Families should also consider the need for liquid funds when deciding upon investment amounts."Once funds are in a 529 they are committed to education and subject to tax and penalty if withdrawn for other purposes," he says.
Recently Feyche helped a divorced woman set up a college savings plan for her daughter.Some funds were invested in a 529, but the remaining funds were kept liquid in a money market account."There was some concern the daughter might qualify for financial aid or the money market funds would be needed, and the woman wanted to see how things developed," he says.
...
"Roth IRAs have income limitations," says Feyche."Right now to make the maximum annual contribution singles must have an adjusted gross income of $95,000 or less and couples $150,000 or less."
Using Uniform Transfer to Minor's AccountsThese accounts allow minors to own stocks and bonds."With a UTTM account, you're basically making a monetary gift to a minor," says Feyche.


Kakimoto & Nagashima LLP - John Feyche

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John Feyche

...
John Feyche, CPA, PFS, CFP, MBT, MS
John Feyche has extensive experience in corporate and international tax matters.Prior to joining Kakimoto & Nagashima LLP, he served as a Senior Tax Manager with an international accounting firm, and as a Tax Manager for a local CPA firm.This background gives him a unique perspective in serving clients of various types and sizes.During his international firm tenure, he spent six years in Tokyo working in the Japanese tax practice and then returned to the U.S. to work in the Japanese tax practice in Los Angeles.
John graduated from Waynesburg College with a bachelor's degree in accounting, and from Pennsylvania State University with a master's degree in accounting.He also obtained a master's degree in taxation from the University of Southern California.
John is a member of the California Society of Certified Public Accountants, and manages the firm's South Bay tax department.


John Feyche, CPA, PFS, CFP, ...

www.kakimoto.com [cached]

John Feyche, CPA, PFS, CFP, MBT, MS jfeyche@kakimoto.com

...
John Feyche, CPA, PFS, CFP, MBT, MS - Tax Manager
John Feyche has extensive experience in corporate and international tax matters.Prior to joining Kakimoto and Co., he served as a Senior Tax Manager with an international accounting firm, and as a Tax Manager for a local CPA firm.This background gives him a unique perspective in serving clients of various types and sizes.During his international firm tenure, he spent six years in Tokyo working in the Japanese tax practice and then returned to the U.S. to work in the Japanese tax practice in Los Angeles.
John graduated from Waynesburg College with a bachelor's degree in accounting, and from Pennsylvania State University with a master's degree in accounting.He also obtained a master's degree in taxation from the University of Southern California.
John is a member of the California Society of Certified Public Accountants, and manages the firm's tax department.


Valuation Benefits Schiller Law Group, A Professional Law Corporation Attorneys Orinda California

www.slg4law.com [cached]

The author thanks John Feyche, CPA of Los Angeles, California, for raising a question during a Real Estate Conference which suggested portions of this article.

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