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.
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.
Webinar Recording: Opportunities to Increase Profitability and Resiliency
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.