ncCPAp on the GO!

Introduce Yourself!

  • 1.  Introduce Yourself!

    Bronze Most Valuable Member
    Posted 04-11-2019 11:25

    Welcome NCCPAP Members!

    My name is Jennifer Hockford. I'm the Community Manager here at NCCPAP.

    My job is to support you, answer your questions, facilitate conversations, help you get to know the NCCPAP Community platform better and make this community a useful resource for you to visit regularly. I'm excited to get to know you all personally.

    I'd love it if you'd update your profile or upload a picture and then introduce yourself briefly in the comments below by telling us a little about yourself or answering one (or all) of these questions:

    • How long have you been practicing and what is your field expertise?
    • What makes this community a great resource for you?
    • How long have you been involved in NCCPAP and what's been your favorite part?
    • What are you passionate about (other than work)?
       

    Here's a little about me: I think there is a creative side in everyone. In my free time, I enjoy teaching people to paint. I also love to boat, hike and cook. I have a wonderful dog named Buddy; he is a Cavalon (Cavalier King Charles Spaniel and Papillon), my guilty pleasure is Broadway musicals movies.

    I know the team here at the National Conference of CPA Practitioners cares about building NCCPAP into a strong, vibrant community and appreciates your participation.

    Ok, now it's your turn! Update that Profile (if you need a little help you can email your photo) and tell us about you!



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    Community Manager
    NCCPAP
    Mineola NY
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  • 2.  RE: Introduce Yourself!

    Posted 04-15-2019 13:04
    Hi Jennifer,
    Thanks so much for taking the time to introduce yourself. Now it's my turn....

    I work for Dr. Ronald Stair, Principal & CEO of Creative Plan Designs, a third party administration firm for retirement plans. We help business owners retire with financial freedom by consulting with them to construct a customized plan design that meets their unique needs. We rely on CPA's as one of our chief referral sources. We help our CPA partners to look good as we provide high touch, concierge level of service to their clients, and our firm is CEFEX certified which means it adheres to the highest fiduciary standard in the industry. We love what we do and it shows. Our plan administrators are credentialed and passionate about delivering best in class service to clients. We've been in business over 40 years and Dr. Ron is quite well known in the industry. I signed up to be part of this group to raise our company's brand awareness and to provide assistance to CPA's whenever possible. As Dr. Ron says about himself..."he's a tax guy who happens to do pensions". He has a masters in tax and has logged extensive hours in CPA continuing education this year. In fact, Ron can grant CE credits to CPA's , and we spend a lot of time at accounting firms doing educational seminars about retirement plan alternatives. This past fall/winter prior to tax season, we spoke about how retirement planning can be used within tax planning to help employers minimize their tax burden.

    If I can be of service to you in any way, please do not hesitate to contact me, Rachelle Neuwirth, rneuwirth@cpdlt.com, 516-742-6123 est 232.

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    Rachelle Neuwirth
    CREATIVE PLAN DESIGNS, LTD.
    East Meadow NY
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