Rancho Christian Family & Finance Series
Thanks to the generous support of Charles Schwab, Rancho Christian School is thrilled to offer an informative set of speaking events designed to educate and inspire fiscal planning at all stages of life. Topics lead by experts in their fields include family budgets, college planning, generational wealth transfers, wills and estate plans, hidden tax benefits, retirement saving and spending and so much more!
Session 2: November 2, 2017 • 8:00 am - 9:00 am
Giving with IMPACT!
Make it part of your Financial Plan
As the holidays approach and the end of the year nears, many pause to reflect about what is important to them and what they may want to give philanthropically before year’s end. Whether large or small, the impact of your gift is meaningful - but are there ways to make it more meaningful and take advantage of some tax benefits as well?
Thoughtfully and prayerfully addressing your charitable giving priorities before December 31 can help ensure maximum benefits for you and your charitable interests. Carefully considering what and how to give can make a difference. This interactive session will bring to light some lesser known giving options to your favorite charities, reinforce some popular methods and generally help you make knowledgeable decisions that will help increase the impact of your gift while also helping to meet your personal priorities.
- Speaker: Mr. Michael R. Noon, CPA, MSA (Details below)
- Location: The Rancho Theater
- Breakfast: A light breakfast will be served (Please RSVP Below)
- Cost: This event is free of charge
Please RSVP so that we can have an accurate count for food and meeting space:
Michael Noon, CPA, MSA; Partner with Prudhomme Associates CPAs, Inc.
Michael is currently a partner with Prudhomme Associates CPAs, focusing on tax compliance, consulting, tax projections, buying and selling businesses, and Internal Revenue Service and Franchise Tax Board representation for audit/exam. Michael’s accounting career began with one of the four largest accounting firms in the world, Deloitte Tax, LLP, where he worked in Deloitte’s tax department serving high net worth individuals and their trusts, multi-state and foreign corporations, and large real estate developers.
Michael has lived in the Temecula Valley since 1984 and is incredibly involved in the local community. Michael has donated both time and resources to the community and internationally as a member of the Rotary Club of Temecula since 2009 where served as President in 2015/2016. Recently, Michael was elected by the Temecula Valley Chamber of Commerce membership to be Director on the Chamber Board. Michael is married to his beautiful wife Kelly with whom they have three daughters. In Michael’s spare time he enjoys spending time with family, mountain biking, traveling, and currently coaching his daughter’s U12 soccer team.
- January 18, 2018
Planning Today for Tomorrow: Retirement planning for spending and saving
- March 22, 2018
Street Smart, Book Smart, Money Smart: Teaching kids about money
- May 3, 2018
Do you KNOW who I am??? Protecting yourself from ID theft