Effective April 18, 2023, there are new requirements to qualify for a federal clean vehicle tax credit. Our tax team highlights some of these changes in our latest blog post.
Webinar Recording: 2023 Mortgage Compliance Hot Topics
CWDL hosted a webinar with industry experts Troy Garris, Co-Managing Partner of Garris Horn, and Josh Weinberg, President of Firstline Compliance, to discuss current hot topics in mortgage compliance.
Webinar Recording: Essential Strategies for 2023
CWDL hosted a webinar with Garrett McAuley to discuss concrete, practical suggestions for lenders to proactively navigate the year ahead.
A ChatGPT Experiment
CWDL is paying close attention to the advancements in artificial intelligence. How will it revolutionize the way we operate?
Consider a Passthrough Entity Tax Credit
The start of the new year brings another opportunity to consider electing into a passthrough entity tax credit.
Employee Retention Credit
CWDL can help you determine if your business is eligible to claim the Employee Retention Credit and understand the true tax savings available.
Webinar Recording: 2022 Accounting & Tax Year End Review
As 2022 comes to a close, CWDL hosted a discussion on the accounting and tax year in review and action mortgage lenders need to take before the year closes out.
Webinar Recording: Secondary Marketing Strategies for the Current Rate Environment
Our guests from MCT joined us for a webinar to discuss the current state of the secondary market, what’s happening with MSRs, valuations and sales, and overall profitability in the current rate environment.
Acquires Dobridge & Company, P.C. in Arizona
CWDL is thrilled to announce the acquisition of Dobridge & Company P.C., a leading CPA firm specializing in audit services to Arizona school districts and charter schools.
Webinar Summary: Opportunities to Increase Profitability and Resiliency
CWDL hosted a webinar to discuss how lenders can manage costs and uncover opportunities to be profitable over the next 6-18 months as they weather market volatility. Download a summary of the key takeaways from this discussion.