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year-end tax planning considerations for mortgage bankers

Q4 2024 Mortgage Trend Series: Unlocking Data to Reduce Risk

Nov 21, 2024

In our quarterly Mortgage Trend Series webinars, our experts explore the latest mortgage trends and share actionable strategies to help you make smarter decisions.

This quarter’s session is packed with insights to help you navigate today’s dynamic market. Learn how leveraging financial, operational, and IT data will help you manage risk and optimize performance. Plus, gain exclusive findings from our benchmarking data to see how you measure up against industry peers.

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Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.

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Looking for more industry expertise and to stay up to date? Check out more from the experts at Richey May below: