Fall Reviews:  Did You Claim the Disability Tax Credit?

The Disability Tax Credit (DTC) may be one of the lesser understood tax credits but for your clients who have a disability it is critically important. Having a conversation with your clients about health changes in their life circumstances and those of their loved ones could help them access this tax credit.  

I’m a retired widow. My only income is CPP and Old Age Security. I also get the Supplement but lately I’ve been thinking about going back to work part time, maybe one day a week, as a Greeter at Walmart. How will this extra income affect my Supplement?

Employees may claim certain specific expenses of employment on their tax returns, depending on whether the employer will verify this was a necessary condition of employment.

Al Emid, one of three authors along with Evelyn Jacks and Robert Ironside of Financial Recovery In A Fragile World, recently appeared on the financial talk show Money Talks airing on Astor Communications’ station San Diego AM 1450. The broadcast was also carried in the Inland Empire area of California.

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Come out to meet Director of Operations, Al Gordon and Knowledge Bureau faculty member, Alan Rowell, MFA, DFA-Tax Services Specialist, who will be speaking on Real Wealth Management™ – Tax Efficient Retirement Income Layering at the RRC on April 3.