BREAKOUT SESSION: Tax Considerations in Mortgage Finance

Fran Mordi, CMB, AMP

Vice President, Financial Management, Tax and Accounting Policy, Mortgage Bankers Association

Fran Mordi joined the Mortgage Bankers Association in May of 2017 after 20 years of post-Law school experience in the areas of tax and accounting. Prior to joining MBA, Fran worked at the American Bankers Association and Deloitte Tax, LLP on domestic and international tax issues impacting the financial services industry. Fran has specific expertise in putting together training sessions and presenting at bank tax conferences and panels. Fran has extensive experience working with the banking regulators, FASB, the Treasury and Congress as an advocate of the financial services industry. Fran holds a J.D. from New England Law School, Boston, MA, and an LL.M in Taxation from Georgetown University Law School, Washington, DC.

Isaac Boltansky

Head of Public Policy, Pennymac Financial Services, Inc.

Isaac Boltansky is the Head of Public Policy at Pennymac, where he oversees the development and execution of the company’s public policy strategy. In this role, he is responsible for strengthening Pennymac’s relationships with key government and industry stakeholders, advancing the firm’s policy objectives, and providing strategic thought leadership across the organization. Mr. Boltansky is a widely respected policy expert whose insight is regularly cited by leading media outlets, including Bloomberg, The Wall Street Journal, The New York Times, CNBC, HousingWire, and others. Prior to joining Pennymac, he held senior roles in policy research and analysis at BTIG, Compass Point Research and Trading, the Congressional Oversight Panel for the Troubled Asset Relief Program (TARP), and EJF Capital.

Tatsiana Chubatyy, CPA

Tax Manager, Cathedral CPAs & Advisors, LLP

Jared Frost, AMP

Tax Partner, Mortgage Banking & Tax Practice Leader, Richey May

Jared Frost is a tax partner and leads Richey May’s Mortgage Banking Tax Practice. He has managed relationships with clients in various industries, including mortgage banking, real estate, wholesale, retail and professional services. He currently specializes in providing tax compliance and consulting services to privately held mortgage banking companies throughout the country. Jared helps clients understand the tax opportunities and consequences that arise from their business decisions. Previously, he worked at KPMG, LLP. Jared grew up in Los Angeles, but now resides in Parker, Colorado with his wife, Holly, and their seven children.