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.
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.
Clean Vehicle Tax Credit
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.