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BREAKOUT SESSION: Tax Considerations in Mortgage Finance

Monday, May 19, 2025 2:30 PM-3:15 PM Shubert Complex, 6TH Floor
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Taxes play a critical role in shaping strategies, transactions, and profitability within the secondary and capital markets. This session explores key tax considerations impacting mortgage-backed securities (MBS), Real Estate Mortgage Investment Conduits (REMICs), and whole loan sales, with a focus on how evolving tax policy, regulatory changes, and IRS guidance influence market behavior and investor decisions.

Speakers

Moderator

  • Photo of Fran Mordi, CMB, AMP
    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.

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