Cathedral CPAs & Advisors

Partner Paul Chiarelli dives into the details of GNMA’s upcoming risk-based capital requirement (RBCR) for mortgage lenders, set to take effect on December 31, 2024. This regulation aims to ensure that issuers have enough capital to navigate financial stress and market fluctuations. https://lnkd.in/gEkwDnRW Stay ahead of the curve and learn how to prepare your organization for these important changes. Read the full article for expert insights! #MortgageLending #GNMA #RBCR #FinancialRegulations #CathedralCPAs #ExpertInsights

??? Stay Safe This Black Friday! ??? As we gear up for the biggest shopping event of the year, it's crucial to stay vigilant and avoid falling victim to scams. Check out the latest article by NerdWallet on the Black Friday scams to watch out for and how to protect yourself. Don't let fraudsters ruin your holiday shopping! ?? https://lnkd.in/gzee_BDr #BlackFriday #ShoppingSafety #ConsumerAwareness #StaySafe #HolidayShopping

With over 15 years of experience, Paul Chiarelli is a trusted partner at Cathedral CPAs & Advisors, specializing in serving clients in the financial services and real estate industries. His expertise covers financial audits, internal controls, quality of earnings assessments, and LEAP filings. Before co-founding Cathedral, Paul was a partner at Acquavella, Chiarelli, Shuster, LLP, and built extensive experience at EisnerAmper, working in commercial audit and SEC filings. Paul holds a Bachelor’s from Rutgers University and is a licensed CPA, actively participating in professional associations and serving on the board of the Mortgage Bankers Association of New Jersey. https://lnkd.in/g98XdqAm We’re proud to have Paul’s leadership and expertise at Cathedral! #CathedralCPAs #PartnerSpotlight #PaulChiarelli

Partner Spotlight: With over 30 years of experience, Tullus Miller is a key partner at Cathedral CPAs & Advisors, specializing in serving lenders, mortgage banking companies, credit unions, and asset managers. His expertise covers mergers and acquisitions, corporate governance, CECL assessments, regulatory compliance, and much more. Tullus is a member of the Mortgage Bankers Association’s Technical Accounting and Finance Committee and frequently speaks at financial services conferences. He holds an MBA from the University of San Francisco and served as a Major in the US Army Reserve. We’re proud to have Tullus on our team, bringing exceptional knowledge and leadership to Cathedral CPAs! https://lnkd.in/gqHcMdWt #CathedralCPAs #PartnerSpotlight #TullusMiller

The Corporate Transparency Act (CTA), enacted in 2021, introduced a significant change in the way businesses report beneficial ownership information (BOI). This legislation aims to curb illicit activities such as money laundering, terrorism financing, and other forms of corruption by increasing transparency in corporate ownership structures. This law was implemented by The Financial Crimes Enforcement Network (FinCEN), a U.S. Treasury Department Bureau. Many small business owners may not realize that the BOI requirement applies to them and is not just limited to large corporations. Let's dive in: https://lnkd.in/gzr2SJuB #CathedralCPAs #BeneficialOwnership #SmallBusinessOwners

As the year comes to a close, November is the perfect time to start thinking about year-end tax planning. At Cathedral CPAs & Advisors, we understand that taking the right steps now can help you maximize savings and avoid last-minute stress when tax season rolls around. With thoughtful planning, you can optimize your financial situation before December 31st and ensure you’re in the best position possible when filing your taxes. Here are some key tips to consider as part of your year-end tax strategy > https://lnkd.in/g6nAAPJ3 #CathedralCPAs #YearEnd #TaxSeason

Thank you to our veterans and their families for their courage, dedication, and sacrifice. We at Cathedral CPAs are filled with gratitude, and honor you today and every day. #VeteransDay #Veterans #Military #MilitaryService #Honor #Sacrifice #Courage

The Cathedral CPAs team of Henry Chavez, Tullus Miller, Dyan Cole, Christopher Ricker, CPA, Brant Wigginton, and Lindsay Reynolds will see you at AAPL 15 in Las Vegas on November 10 & 11! Be sure to drop by our booth to say hello, ask questions, and discover how our industry-seasoned experts and client-centric solutions can help drive your business forward. See you soon! #AAPL15 #PrivateLenders #PrivateLending #MeetOurTeam #FundManager #HardMoney #Compliance #ConstructionLending #AssetManagement #FinancialServices #FinancialSolutions #CathedralCPAs #Advisory #Accounting #Accountant #IndustryConference #Sponsorship #Strategy #Networking #CommercialLending #WomenInPrivateLending #Tax #Audit #Assurance #FinancialStatements

We’re excited to celebrate the 1-year work anniversaries of three outstanding members of our Cathedral CPAs & Advisors family! Your dedication, expertise, and hard work have made a tremendous impact, and we’re so proud to have you on the team. Here’s to another year of growth, collaboration, and success together! #WorkAnniversary #TeamCathedral #OneYearStrong

The IRS has released the inflation adjustments for retirement accounts for 2025. This article by Journal of Accountancy provides a detailed breakdown of the changes to help you stay informed and plan accordingly. Read the article here: https://lnkd.in/gYwymDei #RetirementPlanning #IRSUpdates #Inflation #FinancialPlanning #2025Adjustments