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Financial planning for everyone is a bit of a puzzle. Planning for a person with a disability presents additional considerations which, handled effectively, can lead to positive financial outcomes.

In this updated webcast, expert Tom O’Dwyer provides critical information on eligibility for the Disability Tax Credit (DTC). He explains why and how the DTC influences your ability to obtain a Registered Disability Savings Plan (RDSP).

Our trusty financial and legal experts all agree that an imperfect plan is better than no plan. Whatever your present situation, the right tools and know-how will help you develop a plan that’s right for your family.

Stay tuned for a live Q&A following this presentation.  


What's in it for you?

  • An understanding of critical eligibility and appeal issues
  • Must-know details as to how this tax credit affects opening up an RDSP
  • Information regarding recent CRA changes
Tom O’Dwyer is a lead tax advisor with the Ability Tax and Trust Advisors (Ability). He was formerly the director of tax at a regional chartered accounting firm where he developed a specialized disability tax division. Over the years he has represented many individuals with a disability, and their family members, on issues related to tax applications, filings, and disputes with the Canada Revenue Agency.