Windes

06/02/2026

Is your balance sheet telling the whole story when it comes to crypto assets? A major accounting change now requires many cryptocurrencies to be reported at fair value, creating new implications for earnings, disclosures, and financial reporting. Learn more: https://hubs.li/Q04jRsMX0

Understand the impact of ASU 2023-08 on reporting crypto on your books. Stay compliant and informed about new regulations.

05/20/2026

Windes was proud to sponsor and attend the 21st Annual Hometown Heroes Luncheon hosted by the American Red Cross Los Angeles Region aboard the historic Queen Mary. The event honored individuals whose extraordinary courage and humanitarian service reflect the Red Cross mission to support those in need.

Set against the Queen Mary’s iconic World War II legacy, the ceremony was a powerful reminder of the enduring importance of selflessness, service, and community.

05/15/2026

Windes Tax Partner Bella Wang will be speaking at the upcoming Western Pension & Benefits Council Orange County Breakfast Forum on Distribution Planning and Options.

The discussion will cover key retirement planning topics including Roth conversions, RMD considerations, rollover decisions, and distribution strategies. Join Bella and other retirement industry professionals on May 21 in Irvine for a morning of insights and networking.

05/14/2026

If tariff refunds are recovered after a deal closes, who actually owns the value? As tariff refund claims move forward, buyers and sellers are facing new questions around valuation, working capital, and post-close economics that many agreements never addressed. Learn more: https://hubs.li/Q04gFNQx0

A practical framework for evaluating tariff refund rights, accounting, tax implications, and how refunds impact M&A valuation and deal economics.

05/12/2026

Could your business be entitled to recover tariffs paid under the IEEPA? Following a recent Supreme Court ruling, CBP is now accepting certain tariff refund claims, creating potential financial reporting, tax, and transaction implications for importers. Learn more: https://hubs.li/Q04gcRzx0

IEEPA tariff refund claims are now open through CBP. Learn what it means for accounting, tax treatment, and transaction considerations.

05/08/2026

Wishing a very happy Mother’s Day weekend to all the incredible mothers in our community! Thank you for the support, strength, and care you bring to the people around you every day.

05/05/2026

Are you outsourcing the right accounting tasks, or holding onto work that could be handled more efficiently? The right balance can free up focus for strategic decisions that actually drive growth. Learn more: https://hubs.li/Q04fyd7S0

Read, "Outsourced Accounting Services for Small Businesses: What You Can Hand Off and What You Should Keep", and search other shared research and guidance articles from Windes Insights.

04/29/2026

Do you have a clear strategy to manage cybersecurity risks as your organization evolves? Compliance plays an important role, but it works best alongside continuous, risk-based decision making that keeps pace with change. Learn more: https://hubs.li/Q04dWVj00

Cybersecurity risk management and compliance are not the same. Learn the differences, how they impact IT risk management, and how to build a stronger cybersecurity strategy.

04/28/2026

Windes Gives Back Day 2026 brought our team to Magnolia High School, where we partnered with Orange County United Way’s Youth Career Connections program to support student mock interviews.

More than 100 students participated in one-on-one interviews with Windes professionals, receiving direct feedback on communication, presentation, and overall impression across two interview rounds.

Students gained real-world practice and confidence, while our team had the opportunity to offer guidance at an important moment in their development.

04/27/2026

Are you prepared for the 2026 tax hit on your Qualified Opportunity Zone investment, even if you don’t sell? Deferred gains are coming due, and planning now can make a meaningful difference in how much you owe and how you cover it. Learn more: https://hubs.li/Q04dDD_D0

Investors who deferred capital gains through Qualified Opportunity Funds must recognize those gains on December 31, 2026.