Managing Partner Mark Wilson was joined by Jim Deitch, CEO of Teraverde, for a webinar to discuss how lenders should adjust their cost and business structure to be profitable over the next 6-18 months.
Summary of ASC 842, Leases
ASC 842 is now effective for private companies and nonprofit organizations with annual reporting periods beginning after December 15, 2021.
Webinar Recording: Navigating the Regulatory Minefield in 2022
CWDL’s Mortgage Banking Partner Dustin Pfluger was joined by Troy Garris, Co-Managing Partner at Garris Horn, to discuss the regulatory landscape that lenders must navigate in 2022.
Webinar Recording: Five Critical Things Mortgage Executives Should Do Now for 2022
To kick off our exclusive partnership with Teraverde® to bring Coheus® Mortgage Business Intelligence to our clients, we hosted a webinar about how data can guide strategy for lenders in the new year.
Partners with Teraverde® to Bring Coheus® Mortgage Business Intelligence to Lenders
CWDL is excited to announce an exclusive partnership with Teraverde to bring the Coheus Mortgage Business Intelligence to its clients. As a CPA firm providing mortgage industry-specific audit, accounting, tax, and consulting services, this partnership allows CWDL to expand on its mission to bring transformational guidance to lenders.
Webinar Recording: 2021 Mortgage Banking Year End Review
As 2021 comes to a close, our mortgage banking practice leaders reviewed the audit and tax topics of the year, as well as action lenders need to take before 12/31.
What Should You Do If Your PPP Loan Forgiveness Application Has Been Denied?
Guidance for mortgage bankers, lenders, and brokers who have had their PPP Loan Forgiveness Application denied. Guest blog by James Brody, Mortgage Banking Practice Chair, Johnston | Thomas, Attorneys at Law, PC
Important HUD and (Proposed) GNMA Changes
In their most recent blog post, Loan Vision invited Dustin Pfluger to provide information on important changes that mortgage bankers need to prepare for as we approach year end.
Webinar Recording: Cybersecurity and Compliance Issues Surrounding a Data Breach
Our mortgage banking experts were joined by cybersecurity and compliance experts from Johnston Thomas to discuss what mortgage banking companies should do before, during or after a cyber-attack.
Changes to the USFRCQ: Preparing for Your 2021 Audit
As we get ready to head into the audit season for Arizona school districts, auditors will be completing an updated version of the Uniform System of Financial Records (USFR) Compliance Questionnaire (CQ) as part of your audit. As a reminder, the completed USFRCQ must be submitted with the audit reporting package to the Arizona Office of the Auditor General. School districts should be aware of the changes and take the proper steps now to ensure you are in compliance.