Forget “survive until 2025.” On March 27, 2024, CWDL gathered an all-star panel of mortgage experts who shared how to “do more in 2024” and achieve your goals now, not later.
Tax Relief for California Victims of Severe Storms and Flooding
The IRS has postponed various tax filing and payment deadlines for taxpayers in San Diego county affected by flooding and severe storms.
SafeSend Returns for Tax Return Delivery
We are pleased to offer SafeSend Returns® to our clients as a secure, electronic tax return delivery system. We have compiled directions on how to use SafeSend, as well as helpful tips and FAQs for our clients.
Webinar Recording: Year End Accounting & Tax Review 2023
As 2023 comes to a close, CWDL hosted a discussion for mortgage lenders on the accounting and tax year in review and action to take before the year ends.
Webinar Summary: 2023 Recap & 2024 Outlook
We were fortunate to host a content-packed webinar earlier this month with some leading voices in the mortgage industry on the state of the industry in 2023 and what to expect in 2024. If you missed it, we’ve summarized our discussion.
Webinar Recording – 2023 Recap & 2024 Outlook: From a Lender’s Perspective
As we head into the final months of the year, CWDL hosted a discussion with industry thought leaders – all of whom are current or former lenders – on the state of the industry, how to plan for the rest of 2023, and what to expect in 2024.
Information Returns Intake System (IRIS)
If you file 10 or more information returns, such as 1099s, you must file them electronically. To help with this process, the IRS has created a new, free online portal called the Information Returns Intake System (IRIS) Taxpayer Portal.
Partners Invest in Firstline Compliance
CWDL is thrilled to announce that our partners have made a significant strategic investment in Firstline Compliance, an operational risk and compliance advisory services firm.
Promotes John Czechowicz to Partner, Tax Services
CWDL is thrilled to announce the promotion of John Czechowicz to Partner, Tax Services.
Webinar Recording: Meet the Warehouse Bankers
On June 15, 2023, CWDL hosted a panel discussion with warehouse bankers Susan Johnson, Senior Vice President at Fidelity Bank, and Colin Luba, Executive Director / Credit Officer – Mortgage Finance at Texas Capital Bank to discuss what warehouse banks are really looking for from their clients and why.