WEBshop Frequently Asked Questions FAQs

What Will Participants Learn? What is Included? Who should participate? General Info?

Who are the instructors?

What materials will I need?

What is the right level of instruction for me?

Can I participate in multiple WEBshops?

Will I receive CPE credit?

What Are the Registration Policies?


Comprehensive Course

What Participants Will Learn:
What is Included in the Comprehensive Course:
Who Should Participate:
  • Nonresident Alien Tax Specialists and his or her backup;
  • Tax Managers;
  • Payroll and Accounting Managers and others in Payroll and Accounts Payable;
  • Controllers and University Legal or Business Officers;
  • International Exchange Program Administrators and International Student Services Department Administrators; and
  • Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
  • General Course Program Information:

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    Intermediate Course

    What Participants Will Learn:

    What is Included in the Intermediate Course:

    Who Should Participate:

    Program Information:

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    Income Tax Treaties Course

    What Participants Will Learn:
    What is Included in the Income Tax Treaties Course:
    Who Should Participate:
    Program Information:

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    Preparing for Year-End and Reporting Course

    What Participants Will Learn:
    What is Included in the Reporting Course:
    Who Should Participate:
    Program Information:

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    FOCUS: Process Course

    What Participants Will Learn:
    What is Included in the FOCUS - Process Course:
    Who Should Participate:
    Program Information:

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    Tax Basics Course (NEW!)

    What Participants Will Learn:
    What is Included in the Special Issues Course:
    Who Should Participate:
    Program Information:

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    Special Issues Course

    What Participants Will Learn:
    What is Included in the Special Issues Course:
    Who Should Participate:
    Program Information:

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    Who are the instructors?

    Donna E. Kepley
    Anne-Marie Burns
    Sara M. Mercer
    Donna E. Kepley

    Ms. Kepley is the President of Arctic International LLC, an international tax consulting firm. Prior to forming Arctic, she was the Director of the International Tax & Legal Centre in KPMG's International Headquarters in Amsterdam, The Netherlands. Before accepting her international assignment, Ms. Kepley served as KPMG's National Director of Nonresident Alien Tax Compliance. Ms. Kepley began her professional practice as the Director of Tax Compliance Programs at Baker & McKenzie, an international law firm.

    Ms. Kepley is the author of several books on the topic of nonresident alien tax issues and is a frequent speaker at national conferences on the issue of nonresident alien tax compliance. She focuses primarily on nonresident alien tax issues and works primarily with colleges, universities, and other non-profit and corporate entities to develop and maintain tax compliance programs, establish policies and procedures, conduct training programs, and review/design payment software systems.

    Anne-Marie Burns

    Ms. Burns is the Director, Tax Compliance with Arctic International LLC. She has primary responsibility for controversy resolution issues and works with many clients to assist in their nonresident alien tax compliance audits and reviews. She has extensive knowledge in determining past tax liability and identifying nonresident alien target populations. Prior to joining Arctic, she was a Senior Manager in KPMG LLP's Southwest Exempt Organizations Tax Practice. She has worked with many not-for-profit institutions to provide guidance on tax issues primarily focusing on nonresident alien tax compliance. Ms. Burns is a frequent presenter at regional and national conferences on tax issues affecting the higher educational community, specifically nonresident alien tax compliance issues.

    Sara M. Mercer

    Ms. Mercer is a Senior Manager, Tax Consulting, with Arctic International LLC. Her primary responsibility is to provide research support to clients in the area of nonresident alien tax compliance. Prior to joining Arctic, she spent over twelve years as a Senior Manager in KPMG LLP's Development and Exempt Organization’s Practice, working solely with tax-exempt organizations in the areas of tax compliance and consulting. Ms. Mercer also has worked at two universities in the financial accounting services departments.

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    What Materials Will I Need?

    Nonresident Alien Tax Compliance: A Guide for Institutions Making Payments to Foreign Students, Scholars, Employees, and Other International Visitors - Volume One, 2016 / 2017 edition, authored by Donna Kepley serves as the Comprehensive Level and Intermediate Level Tax WEBshops' primary text.

    All Comprehensive and Intermediate Level WEBshop participants are required to have the WEBshop text, Nonresident Alien Tax Compliance: Volume One - (2016 / 2017) edition; the book may be purchased prior to the WEBshop start date; please remember that this book is shipped so allow time for receipt prior to WEBshop start dates.

    All other materials will be made available to WEBshop participants electronically via secure login to their Arctic Client Portal Profile. Materials will be available approximately three days prior to the Class start date and will remain available online for 30 days after the Class start date. Participants should download and/or print materials prior to the Class start time.

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    What is the right level of instruction for me?

    All of the ARC Training Workshops and WEBshops are coded to identify our instruction level:

    B - Beginning Level : Generally for those with less than two years of experience in this topic
    I - Intensive Level : Generally for those with more than two years of experience in this topic who need a refresher
    U - Update : Generally for those with more than two years of experience in this topic who need an Update of the recent issues
    F- Focused Topic : A Focused discussion to supplement any Beginning, Intensive or Update workshop

    If you have any questions about which workshops to combine or what is the correct level for you, please contact us at info@arcticintl.com

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    Can I participate in multiple WEBshops?

    At Arctic International LLC, we want to empower our clients to better understand the complex issue of nonresident alien tax so that they may more efficiently manage their institution's process for making payments to foreign nationals. We strongly encourage our clients to attend On-Site Workshops; however, we understand that budget issues and time out of the office may not accommodate such training. Our Courses are designed to be taken together and thus we offer discounted pricing to do so.

    We also believe that being in compliance takes more than one well-trained person! The "Nonresident Alien Tax Specialist" must not only have a back-up, but must have the cooperation and understanding of many others at the institution, including those in Payroll, Accounts Payable, Student Accounting, Human Resources, Controller's Offices, General Counsel, Grants and Contracts, International Student and Scholar Office - and just about anyone else who might be interested in the topic. As such, we encourage institutions not to sign up ONE individual, but to sign up MANY individuals - and we offer significantly discounted pricing to do so.

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    Will I receive CPE credit?

    Arctic International LLC is registered with the National Association of State Boards of Accountancy ("NASBA") as a sponsor of continuing professional education of the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417.

    CPE credit is based on a standard process (1 CPE for each 50 minutes of instruction). We are currently in the process of applying for our WEBshop Training to be covered under our CPE registration.

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    What Are the Registration Policies?

    Advance Preparation: To prepare for the WEBshops, you should take the Pre-WEBshop Survey from your Client Portal WEBshop Detail page, submit any special questions or cases you have, and print/review the materials prior to the WEBshop. Otherwise, there is no other advance preparation necessary.