Skip to content
AdvisentAdvisent
  • About Us
  • Services
  • Industries
    • Mortgage Banking
    • Government
  • Insights
Get In Touch

Tag: Tax

Advisent > Tax
Advisent Promotes John Czechowicz to Partner, Tax Services
July 6, 2023May 14, 2026NewsAdvisent

Advisent Promotes John Czechowicz to Partner, Tax Services

CWDL is thrilled to announce the promotion of John Czechowicz to Partner, Tax Services.

Continue Read
Clean Vehicle Tax Credit
May 18, 2023Insights for Mortgage Banking, ResourcesAdvisent

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.

Continue Read
January 30, 2023Insights for Mortgage Banking, ResourcesAdvisent

Consider a Passthrough Entity Tax Credit

The start of the new year brings another opportunity to consider electing into a passthrough entity tax credit.

Continue Read
December 13, 2022Insights for Mortgage Banking, ResourcesAdvisent

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.

Continue Read
December 9, 2022Insights for Mortgage Banking, WebinarsAdvisent

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.

Continue Read
December 16, 2021Insights for Mortgage Banking, WebinarsAdvisent

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.

Continue Read
Tax and Cash Implications of Excess Servicing
February 11, 2021Insights for Mortgage Banking, ResourcesAdvisent

Tax and Cash Implications of Excess Servicing

CWDL was asked to team up with Mortgage Capital Trading (MCT) on their latest whitepaper, Tax & Cash Implications of Creating Excess Servicing.

Continue Read
Evaluating Your Accounting Department
January 20, 2021Insights for Mortgage Banking, ResourcesAdvisent

Evaluating Your Accounting Department

In their most recent blog post, Loan Vision invited Mark Wilson to share his thoughts on how and why mortgage lenders should evaluate their accounting department for improvements.

Continue Read
Consolidated Appropriations Act, 2021
December 30, 2020Insights for Mortgage Banking, NewsAdvisent

Consolidated Appropriations Act, 2021

The President has now signed into law the Consolidated Appropriations Act, 2021, bringing good news for taxpayers.

Continue Read
PPP Loan Update: Tax Treatment and Deductibility of Expenses
November 24, 2020May 14, 2026Insights for Mortgage Banking, NewsAdvisent

PPP Loan Update: Tax Treatment and Deductibility of Expenses

The most frequent question we were asked this month was about tax treatment of PPP loans.

Continue Read
1 2
Advisent

Join our email list for insights and practical guidance.

Our address

SAN DIEGO, CA OFFICE:
3131 Camino Del Rio North
Suite 820
San Diego CA 92108
858-565-2700

MESA , AZ OFFICE:
1930 South Alma School Road
Suite A224
Mesa AZ 85210
480-608-1750‬

Contact Us

+1 (858) 565-2700
info@advisent.com

Our Social

Copyright © 2025 Advisent, All Rights Reserved.
  • Terms & Conditions
  • Privacy Policy