Workshop Training Information

Training Frequently Asked Questions (FAQ)

 
Why Choose Arctic's Workshops?
Who Should Attend?
Who Are The Instructors?
What Materials Will I Need?
What Is The Right Level Of Instruction For Me?
Can I Attend All Of The Workshops?
Will I Receive CPE Credit?
What Are the Registration Policies?
What Are the Workshop Learning Objectives?
Which Workshop?
Schedule
Locations
Pricing
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Why Choose Arctic's Workshops?

Certainly there are other training sessions out there for people who want to know more about nonresident alien tax issues and who have limited time and budget constraints to consider - Why choose Arctic's Tax Compliance Training?

  • Our approach is different - we teach based on a "building block" basis so that when our participants leave, they know how to work through a situation on a step-by-step basis to find the correct result. We teach you to understand how changing factors can change the results so that you can deal with the situations you encounter every day. It's great to know the correct answer; it's even better to know why it's correct!
  • We conduct "workshops" - not seminars or presentations - our participants do just that - participate. We have in-depth instruction, participant interaction, case studies, question/answer sessions, and even a few games.
  • Our workshops are taught by the leading professionals in the field of nonresident alien tax compliance. We advise a wide range of organizations on nonresident alien tax issues -including large public and multi-campus universities, small private colleges, hospitals, foundations, and governmental agencies. As recognized leaders in the nonresident alien tax field, our instructors have both the technical expertise and practical experience to answers to your "real-life" questions and to offer practical workshop tips.
  • When we say "we wrote the book on nonresident alien tax compliance" - we did! Our books are used by institutions around the country as their guide for how to approach this complex issue and they are the basis for our training.
  • Our strength lies in our ability to "bridge the gap" between the complex tax law and the practical application of the law in your day-to-day activities.
  • We put issues in the context our participants will encounter them - we don't just give them a stack of papers and leave them feeling confused.
  • We don't believe in the "one-size fits all" approach to training - we offer five levels of instruction and seventeen topics! You choose what's right for you, and if you're not sure, call us and we'll discuss what you're looking to accomplish with training. At Arctic, your training experience is geared to your skill level and interests!

Don't just take our word for it, ask any of the hundreds of tax managers, payroll directors and your colleagues who have attended our training workshops over the years!

If you truly want to develop solid skills and learn how to manage your nonresident alien tax compliance, then join us at our next Nonresident Alien Tax Compliance Workshop series. It's great to hear from speakers at other institutions, all types of firms and governmental agencies - You know the type - you sit there and listen to a long list of speakers talk about the same issues year after year. You might pick up some useful information, but when you leave, you don't really know how to apply it to the situations you encounter every day.

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Who should attend?

  • Tax Managers
  • Payroll and Accounting Managers
  • Controllers
  • University Legal or Business Officers
  • International Exchange Program Administrators
  • Anyone Who Needs a Current Base of Information on the Taxation of Foreign Nationals

For over twenty years, our nonresident alien tax workshops have been attended by tax managers, controllers, finance officers, payroll and accounting managers, as well as IRS agents and other tax practitioners.

These are the original Nonresident Alien Tax Compliance Workshops - this type of training was created by our tax professionals who have taught these classes for years and are constantly updating the materials to reflect changes in the laws.

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Who are the instructors?

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

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.

Eleanor Pelta

Ms. Eleanor Pelta is the Managing Director, Morgan Lewis Resources at Morgan, Lewis & Bockius, LLP. She advises clients on international transfer of business and scientific personnel. Ms. Pelta also develops and performs nationwide Form I-9 compliance training for human resources personnel, counsels employers on compliance with immigration and Department of Labor record keeping requirements, and assists employers with government audits. She is a frequent speaker on a variety of immigration issues including, "Immigration Basics for Payroll Managers."

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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 What You Need to Know Tax Workshops' primary text.

All Comprehensive and What You Need to Know workshop participants must bring their own copy of the 2016 / 2017 edition with them or purchase one for the special reduced workshop participant price.

Immigration and Tax - At the Crossroads: Immigration Issues for Tax and Payroll Professionals, authored by Eleanor Pelta and Donna Kepley, serves as the Immigration Issues workshop's primary text. All Immigration Workshop participants must bring their own copy of book with them or purchase one for the special reduced workshop participant price.

In addition, all workshop participants will receive workshop materials, including handouts, workshop case studies and other resource material to use during the workshop. Workshop materials and handouts will be available online and must be downloaded prior to the workshop. After registering, all participants will receive instructions to print their materials to bring with them to the workshop.

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What is the right level of instruction for me?

All of the Arctic International LLC workshops are coded to identify our workshop instruction levels:

B - Beginning Level: Generally for those with less than 2 years of experience in this topic
I - Intensive Level: Generally for those with more than 2 years of experience in this topic who need a refresher
U - Update: Generally for those with more than 2 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
G - GLACIER: For GLACIER clients only

Depending on the time of year and the issues of particular interest, we always suggest combining topics and supplementing the Comprehensive and Intensive Level workshops.

Instruction Level Workshop
B Comprehensive Level: More Than Just the Building Blocks
I Intensive Level and Update of the Issues: What You Need To Know
F Scholarships, Fellowships, Grants, Stipends, Per Diems: From Start to Reporting
B Income Tax Treaties: From Start to Exemption - Article by Article
F Are You Ready to Report?
F Non-Employees, Guest Speakers, Royalty Recipients: From Contract/Invitation to Reporting
F Non-Individuals/Foreign Companies: From Contract to Reporting
F Tax Basics - 101: Understanding How the Code, Regs, Rulings, Procedures, Publications and Notices Interact
I Intensive Level: Becoming More Efficient
F Nonresident Alien Tax Compliance: Are You Ready for an Audit? (A Closer Look at What Your Institution Should be Doing to Prepare for and Conduct a Mock-Audit to Ensure You're in Compliance) and Luncheon
U Update of the Issues and OPEN FORUM Discussion
F Evaluating Your Institution's Tax Compliance Posture Luncheon
F IRS Initiatives and How They Impact Your Institution
G GLACIER Users: Reporting
G GLACIER Users: Beyond the Basics
F Performers and/or Their Agents: From Contract to Reporting
F Form I-9 Update
F Immigration Issues for the Tax/Payroll Professional
B Income Tax Treaties: The Basics
G GLACIER Users: Preparing for Year-End

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

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Can I attend all of the workshops?

The information in the Comprehensive Level and What You Need to Know workshops are not designed to be taken during the same workshop series. We generally require that a period of time be allowed between the Comprehensive Level and What You Need to Know workshop.

We do suggest the What You Need to Know and Update of the Issues workshops be taken together, they are a perfect combination.

We also suggest the Immigration Issues for the Tax/Payroll Professional, Form I-9, Are You Ready to Report? FOCUS: Update, Review and Design, Income Tax Treaties and Nonresident Alien Tax Compliance workshops be combined with any other workshop to supplement the discussion - each workshop will allow participants to better understand the overlap of these complex issues.

The GLACIER Users' workshops are open only to our GLACIER clients. Learn more information about GLACIER, or try the demo.

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Will I receive CPE credit?

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). Following are estimates of the CPE credit awarded for each workshop; however, the final credits awarded depend on the agenda for each workshop. The maximum CPE credit a Workshop participant may receive is 31.

CPE Workshop
16 Comprehensive Level: More Than Just the Building Blocks
8 Intensive Level and Update of the Issues: What You Need To Know
2.5 Scholarships, Fellowships, Grants, Stipends, Per Diems: From Start to Reporting
6 Income Tax Treaties: From Start to Exemption - Article by Article
2 Are You Ready to Report?
2.5 Non-Employees, Guest Speakers, Royalty Recipients: From Contract/Invitation to Reporting
2 Non-Individuals/Foreign Companies: From Contract to Reporting
2 Tax Basics - 101: Understanding How the Code, Regs, Rulings, Procedures, Publications and Notices Interact
5 Intensive Level: Becoming More Efficient
2 Nonresident Alien Tax Compliance: Are You Ready for an Audit? (A Closer Look at What Your Institution Should be Doing to Prepare for and Conduct a Mock-Audit to Ensure You're in Compliance) and Luncheon
3 Update of the Issues and OPEN FORUM Discussion
3 Evaluating Your Institution's Tax Compliance Posture Luncheon
2.5 IRS Initiatives and How They Impact Your Institution
NA GLACIER Users: Reporting
NA GLACIER Users: Beyond the Basics
1.5 Performers and/or Their Agents: From Contract to Reporting
1.5 Form I-9 Update
3.5 Immigration Issues for the Tax/Payroll Professional
2 Income Tax Treaties: The Basics
NA GLACIER Users: Preparing for Year-End

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What are the Registration Policies?

  • All workshop registrations must be made online (Regardless of whether paying by ACH, Wire or credit card).
  • Checks are not accepted. Payment may be made via ACH, Wire or credit card. Payment must be received in full before the workshop. Space is only confirmed once payment is received; purchase orders are NOT accepted.
  • If payment is made via credit card, a Convenience Fee of 4% will be added to the total; there is no Convenience Fee is payment is made via ACH or Wire.
  • Full payment must be received not later than 48 hours prior to the start of the workshop; if not, workshop registration will be cancelled.
  • Arctic International LLC is a paperless firm. Any applicable workshop materials will be electronically provided to registered participants prior to the start of the workshop. The participant may wish to print the materials for use during the workshop; however, Arctic International LLC will not provide printed workshop materials.
  • Our workshops are designed for individuals from non-profit and/or federal/state governmental entities; we reserve the right to limit registration to such entities and/or charge a different registration fee to other types of entities. We further reserve the right to decline a registration request from any individual or institution for any reason. The GLACIER Users training may only be attended by employees of our GLACIER Clients.
  • The registration fee is for one participant; participants are subject to the rates listed in the Online Registration. The fee includes lunch (if registered for a Luncheon Session and lunch is provided), and specified workshop materials; the registration does not include travel, transportation, hotel room, or any additional books/meals or materials.
  • All Comprehensive Level workshop participants must have a copy of the workshop text, Nonresident Alien Tax Compliance: Volume One - (2016 / 2017) edition; they may bring their own copy (2016 / 2017 Edition only, no previous editions) or purchase the book at the special reduced workshop price.
  • What You Need to Know workshop participants must have the workshop text, Nonresident Alien Tax Compliance: Volume One - (2016 / 2017) edition; they may bring their own copy or purchase the book at the special reduced workshop price.
  • Immigration Issues workshop participants should have the workshop text, Immigration and Tax - At the Crossroads. Workshop participants may bring their own copy or purchase this book at the special workshop price.
  • The reduced workshop participant book prices are available only to workshop participants. Other individuals may purchase our Books at our regular prices.
  • Prerequisites: There are no prerequisite course work or experience levels required for the Comprehensive Level or Immigration Issues workshops. To register for the What You Need To Know workshop, participants must have attended our Comprehensive Level workshop or WEBshop. To participate in all other workshops, participants must have attended our Comprehensive Level or What You Need To Know workshops or the Comprehensive Level or Update WEBshops;
  • Advance Preparation: To prepare for the workshops, you should take the Pre-Workshop Survey from your Client Portal Workshop Detail page, submit any special questions or cases you have, and print/review the materials prior to the workshop. Otherwise, there is no other advance preparation necessary.
  • All of our workshops are offered in a "Group-Live" setting (as designated by NASBA);
  • CPE credit is based on a standard process (1 CPE for each 50 minutes of instruction); For an estimate of the CPE credit for each workshop, click here.
  • At Arctic International LLC we are a paperless firm; ALL workshop registrations must be done online at our website. No paper registration forms are accepted.
  • Arctic International LLC may cancel any workshop due to low enrollment. In the unlikely event of a workshop cancellation, all registered participants will be notified by phone at least five business days before the workshop date. In the event of a cancellation, a Credit Notice will be issued to the registered institution that may be used for up to one year after the cancellation.
  • Arctic international LLC reserves the right to change the speaker for any workshop or session in if the speaker is no longer available or is unable to attend due to an emergency or other conflict.
  • If a registered participant is unable to attend, an alternate participant may attend or the registration may be canceled. Our registration cancellation policy is as follows: 30 days before workshop - Full refund or future workshop/book credit; 29-14 days before workshop - future workshop credit less $50 cancellation fee; less than 14 days before workshop, future workshop credit less $250 cancellation fee. If you have any questions regarding our refund/cancellation policy, please contact us at info@arcticintl.com.
  • If you have any questions about or would like to discuss our registration policies or other workshop issues, please contact us at info@arcticintl.com. We always appreciate your comments (positive or negative); please contact us at any time.
  • If you need additional information or require special assistance during the workshop, please contact Arctic International LLC at info@arcticintl.com.
  • Arctic International LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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What are the Workshop Learning Objectives?

Participants in Arctic Workshops should:

  • Develop an understanding of the differences between the U.S. and Nonresident Alien Tax Systems;
  • Learn methods to correctly identify Nonresident Alien payees;
  • Learn how to correctly withhold tax from payments made to Nonresident Alien payees;
  • Learn what is required to be reported, and how to do so, with respect to payments made to Nonresident Alien payees; and
  • Develop best practices to better manage their institution's nonresident alien tax compliance issues through efficient policies and procedures.

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