Tax & Cash Implications of Creating Excess Servicing
a whitepaper by MCT & CWDL
In this whitepaper, MCT teams up with CWDL to explain how excess in servicing is created. We will also discuss the cash and tax consequences of retaining the excess MSR.
Fill out the form to download Tax & Cash Implications of Creating Excess Servicing
About the Whitepaper:
In this whitepaper, MCT and CWDL team up to review how excess servicing is created, then analyze the cash and tax consequences of retaining the excess MSR.
In this whitepaper, we review:
- How the global pandemic created an excess of MSRs
- The definition of a “Down in Coupon” trade
- Tax treatment of “safe harbor” and excess servicing rights
Download our whitepaper to learn more about how to handle retaining excess Mortgage Servicing Rights (MSRs)!
CWDL specializes in consulting, tax, accounting and attest for the mortgage banking industry. Mortgage lenders are subject to significant regulatory standards, and our acute focus gives us a unique advantage. CWDL, Certified Public Accountants is a rapidly growing audit, tax, and entrepreneurial services firm headquarter in California serving clients across the U.S. We are considered industry experts in both the mortgage banking industry as well as education. Our team members are passionate about helping clients realize their goals while following industry related guidelines. Often, this is accomplished by developing key performance indicators (KPIs), tax planning, consulting and providing a clear understanding of business results.