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  • April Breakfast Meeting

April Breakfast Meeting

  • 10 Apr 2015
  • 9:00 AM (PDT)
  • Three Flames Restaurant, Banquet Room 1547 Meridian Ave, San Jose, CA 95125 (408) 269-3133
Monthly Breakfast Meeting

Tax Return Workshop by MGIC

Fannie Mae will have different income approach from 4/1, so don’t miss the workshop!

Sheryl Yu, Regional Training Manager and Harper Wong from MGIC will be presenting this workshop.
  • Review personal tax returns and schedules focusing on sole proprietor; unreimbursed expenses and partnership income.
  • Recognize rental income properties and their losses and expenses, including recurring vs. non-recurring expenses.
  • Increase efficiency in processing and underwriting SEB loan applications.
  • Understand documentation requirements, acceptable income and underwriting criteria.
  • Become familiar with the different business structures.
  • Analyze the 1065 partnership, 1120S-corporate and 1120 US Corporate returns.


Our monthly breakfast meetings are a great way to network with your peers, learn new things, find ways to succeed in an informal setting. Whether you are a Broker, Owner, Loan Officer, Retail Bank Loan Agent, you'll benefit from attending these meetings.


This is the place to get involved and  informed! Members and Prospective Members are welcome!   Come join us!

Breakfast will be served!    


Members $10 & Prospective Members $15

Pay at the door.  Registration is not required. 

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