Audience: This webinar is intended for adults, individuals and caregivers that qualify for Disability Tax Credit.This session is NOT intended for CPA’s and does not qualify for CPD.
Disability: Accessing your benefits
In this webinar, participants will learn about the Disability Tax Credit (DTC) and Registered Disability Savings Plan and how to access them.
Learning Outcomes
determine the eligibility criteria and requirements
compare which deductions are of greater benefit to taxpayers
discuss the procedures to follow when changes in medical conditions occur
identify tax implications of making withdrawals and contributions to an RDSP
Session Outline
the CRA definition of a disability
determining eligibility
Disability Tax Credit
T2201 certificate and its purpose
how DTC is applied to a tax return
claiming DTC and eligible medical expenses
Registered Disability Savings Plan
contributions and benefits
qualified financial professionals
planning for critical events
steps to setting up and maintaining
tools and resources
Q&A
About the Speaker
Stefanie Ricchio CPA, CGA
Stefanie is a published Author, Professor and Entrepreneur focused on providing business consulting that supports the modernization of accounting for businesses through the implementation of tools, resources and training programs to support change management and increasing efficiency. Stefanie is an advocate for education from elementary through post-secondary, working on initiatives to elevate the learning experience and to advocate for the needs of all students.
If you have any questions in regards to this session or about our financial literacy program, please contact Tierra at tpawluk@bccpa.ca.