Solutions Newsletter

More and more people are becoming aware of the environmental and economic benefits of using clean and renewable solar energy to help preserve our precious natural resources. The government is encouraging this public interest by offering tax incentives to invest in solar energy equipment for residential or commercial use. There are two types of solar energy tax credits, one for residential […]

A 1031 exchange (also known as like-kind exchange) is a powerful tax-deferral strategy that affords significant tax advantages to real estate investors. A 1031 exchange occurs when a taxpayer sells a property and simultaneously acquires a same type of property. The key advantage of a 1031 exchange is that it allows the taxpayer to defer the capital gain on disposal of […]

How long has it been since your revocable living trust was drafted or at least reviewed? If you do not have this important estate planning document it is time to make it a priority. There have been substantial estate and gift tax changes over the last 10 years, starting in 2011 with the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation […]

Windes Managing Partner John Di Carlo was honored by the Long Beach Ronald McDonald House at their Fifth Annual “A Few Good Men” Gala. John was one of 11 men honored for their philanthropic impact on Long Beach and their dedication to giving back to the local community. The Long Beach Ronald McDonald House provides a “home away from home” […]

Windes has been named as one of the 2018 Best Places to Work in Los Angeles and Orange Counties by the Los Angeles Business Journal and Orange County Business Journal, respectively. This is the eleventh consecutive year Windes has been awarded this recognition by the Los Angeles Business Journal and the eighth consecutive year by the Orange County Business Journal. These […]