Effective immediately, James (Jim) Cordova has been elected by his fellow partners as the firm’s Managing Partner. Jim succeeds John Di Carlo, who will remain active in the firm by serving on its Board of Directors, as well as continuing to serve clients and lead special projects. “As with my predecessors who have approached the firm’s mandatory retirement age, we have planned this change of leadership for the past two years,” says John. “It has been an honor and a privilege to serve as the firm’s Managing Partner. I am pleased that I will be continuing my professional relationships with clients, colleagues, and friends of the firm. The firm’s excellence in technical ability and client service will flourish under Jim’s strong and capable leadership.”
Jim becomes the firm’s eighth Managing Partner since its founding in 1926, exemplifying the firm’s history of successful Managing Partner changes from one generation to the next.
“I’m grateful for John’s leadership these past eleven years as we have grown the firm with two successful mergers, transformed the Windes brand, and instituted progressive work flow processes,” says Jim. “I look forward to continuing to improve and grow the firm. I am confident that the firm will continue to thrive during these unprecedented times.”
Jim joined Windes in 1991. He has been Chairman of the Tax & Accounting Services department since 2008, and has been instrumental in the firm’s process improvement initiative and strategic growth. Jim specializes in the analysis and selection of business entities, tax factors and implications related to business dissolutions, mergers and acquisitions consulting, and tax strategies involving real property transactions. His practice includes clients in manufacturing, real estate, wholesale fuel, logistics, and high-tech sectors, as well as high-net-worth individuals and family offices.
Jim graduated with a Bachelor of Science degree in Business Administration from California State University, Long Beach and a Master of Science in Taxation from Golden Gate University. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Jim has served on the firm’s Board of Directors for the past 12 years and also on its Corporate Governance Committee. He is a former Executive Committee and Board Member of the Memorial Medical Center Foundation.
For more information, please contact Craig Ima at firstname.lastname@example.org or toll free at 844.4WINDES (844.494.6337).