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Tag: Tax

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October 10, 2025Insights for Mortgage Banking, WebinarsAdvisent

Webinar Summary: OBBBA and the Mortgage Industry

Major tax changes are on the horizon, and mortgage lenders need to prepare. The One Big Beautiful Bill Act (OBBBA) — recently signed into law — makes several provisions from the Tax Cuts and Jobs Act (TCJA) permanent while introducing…
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Filing tax returns
September 10, 2025October 27, 2025Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Understanding OBBBA

Major tax changes are on the horizon, and mortgage lenders need to prepare. The One Big Beautiful Bill Act (OBBBA) makes permanent several provisions from the Tax Cuts and Jobs Act (TCJA), while introducing new rules around depreciation, 1099 reporting,…
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May 22, 2025October 27, 2025Insights for Mortgage Banking, ResourcesAdvisent

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.

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January 10, 2025August 16, 2025ResourcesAdvisent

CalSavers Retirement Savings Program

Eligible California employers with 1–4 employees must register with CalSavers or certify an exemption by December 31, 2025.

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December 11, 2024August 16, 2025Insights for Mortgage BankingAdvisent

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.

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August 14, 2024Insights for Mortgage Banking, ResourcesAdvisent

Beneficial Ownership Information Reports

Under the Corporate Transparency Act , most small businesses must file Beneficial Ownership Information (BOI) reports by January 25, 2025.

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February 29, 2024NewsAdvisent

Tax Relief for California Victims of Severe Storms and Flooding

The IRS has postponed various tax filing and payment deadlines for taxpayers in San Diego county affected by flooding and severe storms.

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January 25, 2024Guides, NewsAdvisent

SafeSend Returns for Tax Return Delivery

We are pleased to offer SafeSend Returns® to our clients as a secure, electronic tax return delivery system. We have compiled directions on how to use SafeSend, as well as helpful tips and FAQs for our clients.

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December 13, 2023Insights for Mortgage Banking, WebinarsAdvisent

Webinar Recording: Year End Accounting & Tax Review 2023

As 2023 comes to a close, CWDL hosted a discussion for mortgage lenders on the accounting and tax year in review and action to take before the year ends.

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September 7, 2023News, ResourcesAdvisent

Information Returns Intake System (IRIS)

If you file 10 or more information returns, such as 1099s, you must file them electronically. To help with this process, the IRS has created a new, free online portal called the Information Returns Intake System (IRIS) Taxpayer Portal.

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