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John L. Di Carlo, CPA, MS
jdicarlo@windes.com

John is the Managing Partner of Windes & McClaughry and serves as President of the firm's Board of Directors. Prior to assuming this role, he served as the Chairman of the firm's Tax & Accounting Services Department. John joined the firm in 1981.

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, multi-state taxation issues and planning, and tax strategies involving real property transactions. John serves a wide variety of clients in real estate, distribution, manufacturing, and professional services.

Education
Loyola Marymount University – Bachelor of Science, Accounting, 1977
Golden Gate University – Masters of Business Taxation, 1985


Professional Affiliations
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants, Committee on Taxation Chairman
  • California Society of Certified Public Accountants, Government Relations, Committee Member
  • Liaison to Baker Tilly International
Community Activities
  • Alpha Sigma Nu Honor Society
  • Boys & Girls Clubs of Long Beach, Past President (1997-1999), Board Member
  • Long Beach Symphony Association, Board Member, Finance Committee Member
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