John Di Carlo

Board Member at Windes

John joined Windes in 1981 and is a partner in the firm’s Tax & Accounting Services department. He currently serves on the firm’s Board of Directors.

Most recently, John served as the firm’s managing partner from June 2009 until May 2020. Prior to being elected managing partner, John served as chairman of the Tax & Accounting Services department for 16 years.

John specializes in family succession planning, consulting to high-net-worth individuals, estate and gift tax planning, analysis and selection of business entities, mergers and acquisitions consulting, tax factors and implications related to business dissolution, and tax strategies involving real property transactions.

John serves a wide variety of clients in real estate, distribution, manufacturing, and professional services.

Location

Long Beach, United States

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Windes

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Windes, based in southern California, is a leading audit, tax, and advisory firm for growth-oriented small and midsized privately held companies, nonprofit organizations, and high-net-worth individuals.


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Employees

51-200

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