Time frame: 60 min LEARNING OBJECTIVES FOR PARTICIPANTS: 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 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 LEARNING MATERIALS: Activity - Determining eligibility – Scenarios Activity - Determining eligibility – Medical Criteria Summary Sample T2201 Sample Schedule 1 – Federal Tax Self-Assessment Questionnaire QUESTIONS? For questions, please email us. WANT A SESSION IN YOUR AREA? We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit. Request guidelines: 12 weeks’ notice needed to setup a session. Requests must be submitted by the request deadline. If more than five sessions are needed, please contact us directly. For more information, visit setting up a financial literacy session.