If your business received Employee Retention Credit funds in 2023 or a prior year, you may need to amend a previously filed income tax return.
On April 16, 2025, CWDL hosted a discussion with leading warehouse lenders on how IMBs can strengthen this critical partnership.
Eligible California employers with 1–4 employees must register with CalSavers or certify an exemption by December 31, 2025.
As the end of the year quickly approaches, we have important mortgage industry tax, audit, and financial statement updates to share.
On December 5, 2024, CWDL hosted a discussion for the mortgage industry on what, when, and how the accounting department should report to owners, warehouse banks, investors, and other key stakeholders of the company.
CWDL is pleased to announce the promotion of Daniel Johnson, CPA to partner.
On September 11, 2024, CWDL hosted a discussion with experts from Optimal Blue on the current state of the secondary market.
Under the Corporate Transparency Act , most small businesses must file Beneficial Ownership Information (BOI) reports by January 25, 2025.
Our Mortgage Banking practice hosted a discussion on 2024 compliance hot topics with Josh Weinberg of Firstline Compliance and Troy Garris of Garris Horn LLP.
