Disability: Accessing your benefits

Date: Thursday, March 3, 2022
Time: 12:00 pm – 1:00 pm (PST)
Format: Online

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
Stefanie-ForlingieriAbout 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.

This session is NOT intended for CPA’s and does not qualify for CPD.
Event Info

Event Details

Date Date
Mar 3, 2022 12:00 PM - 1:00 PM
Venue Venue
Online