As a nationally recognized leader in the mortgage industry, we provide specialized audit, tax and business advisory services and strive to add value to you and your organization. Our expertise comes from working with many of the best lenders throughout the country.
The mortgage banking industry is at the core of our business. Our expertise allows us to deliver valuable advice learned from the successes, challenges, mistakes and occasional failures of our clients. Our clients range in size from small local originators to large national lenders with multi-channel operations and large servicing portfolios.
We have established a solid reputation among the many financial institutions, warehouse banks, private equity firms and others involved in the industry. We maintain close relationships with regulatory agencies and industry experts and remain current on important tax and accounting issues, reporting requirements and regulations. We are an active member of the Mortgage Bankers Association of America and several state mortgage banking associations.
If you are looking to build a relationship with the most specialized team of experts in the mortgage industry, contact us today.
Richey May’s mortgage banking specialists can provide you with insight into your most complex challenges. In addition to traditional tax and audit services, our industry-specific offerings include:
Mergers & Acquisitions
Benchmarking & Data Analytics
Richey May is committed to staying on top of current trends and hot topics within your industry. As part of that commitment, we offer a number of resources to help our clients stay ahead of the competition.
Q2 Snapshot for Independent Mortgage Bankers
Richey May Select, the next generation in peer-to-peer benchmarking for independent lenders, has published our Q2 2019 Snapshot Report. This report highlights a few key trends from the second quarter results of Richey May Select participants.
FHA Sweetens the Deal for Multifamily Lending in Opportunity Zones
Recently, the Federal Housing Administration (FHA) made an announcement offering its own package of incentives for those purchasing or developing qualified multifamily properties in designated Opportunity Zones to encourage investment.
Key Takeaways from the First American Financial Corp Data Breach
On Friday, news broke on Krebs on Security that First American Financial Corp had potentially exposed millions of records of non-public confidential consumer information due to a significant flaw in their online web portal. Learn how you can avoid similar vulnerabilities and breaches:
Q1 2019 Snapshot for Independent Mortgage Bankers
Richey May Select, the next generation in peer-to-peer benchmarking for independent lenders, has published our Q1 2019 Snapshot Report. This report highlights a few key trends from the first quarter 2019 results of Richey May Select participants.
Are Your Passwords Too Complex?
In order to address security concerns, the National Institute of Standards and Technology (NIST) performed a multi-year study and recently released new password standards.
2018 Overview Snapshot for Independent Mortgage Bankers
Richey May Select, the next generation in peer-to-peer benchmarking for independent lenders, has published our 2018 Overview Snapshot Report. This report highlights a few key trends from the 2018 results of Richey May Select participants.
Tax Cuts and Jobs Act: Proposed Rules on QBI for Rental Real Estate
The IRS has recently provided additional guidance on the Qualified Business Income (QBI) 20% deduction (under Section 199A) for rental real estate enterprises. According to the IRS, a rental real estate enterprise is defined as an interest in real property held for the production of rent. A safe harbor is provided under proposed revenue procedure 2019-07 for rental real estate to be treated as a trade or business for QBI purposes, if certain qualifications are met.
Third-Party Vendors Continue To Be a Big Risk: Millions of Mortgage Documents Leaked Online
Independent security researcher Bob Diachenko recently announced his discovery of nearly 24 million financial and banking documents that had been leaked to the internet. It only serves as an example of why third-party vendor risk is critical for all lenders, regardless of size.
Mortgage Banking Roundtable
Our annual Mortgage Banking Roundtable is designed specifically to facilitate peer-to-peer engagement among the founders, CEOs, and principals of mortgage banking companies. Our goal is to facilitate discussion on best practices and trends within the industry, and to stimulate the sharing of ideas for the benefit of all participants.
To speak to one of our experts, please fill out the form and we will contact you shortly.