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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. Our mortgage banking experts shared the issues and opportunities impacting lenders, including:

  • Year end tax update
  • Tax legislation review – what was passed this year, what is expected in the future
  • TCJA temporary provisions
  • Tax planning considerations
  • Tips to get year end financials closed accurately and efficiently
  • Preparing for your audit
  • HUD and GNMA reporting requirements
  • Going concern analysis

Watch the recording of this webinar below.