Webinar Recording: Understanding OBBBA
ERC May Require an Amended Return
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.
Webinar Recording: Meet the Warehouse Bankers 2025
On April 16, 2025, CWDL hosted a discussion with leading warehouse lenders on how IMBs can strengthen this critical partnership.
Year-End Mortgage Update
As the end of the year quickly approaches, we have important mortgage industry tax, audit, and financial statement updates to share.
Webinar Recording: The Accounting Department’s Guide to Communicating with Key Stakeholders
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.
Webinar Recording: 2024 Secondary Market Update
On September 11, 2024, CWDL hosted a discussion with experts from Optimal Blue on the current state of the secondary market.
Beneficial Ownership Information Reports
Under the Corporate Transparency Act , most small businesses must file Beneficial Ownership Information (BOI) reports by January 25, 2025.
2024 Compliance Hot Topics
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.
Webinar Recording: Do More in 2024
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.









