CPA Financial Literacy & Dyslexia Canada Webinar

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.

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 regard to this session or about our financial literacy program, please contact Tierra at tpawluk@bccpa.ca.