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Training |
Which workshop should I attend?Arctic International LLC Offers a Variety of Workshops and Training
to Assist Your Institution in Achieving and Maintaining Compliance with
Nonresident Alien Tax Issues.
FOCUS: Nonresident Alien Tax Compliance - Update, Review and DesignThe FOCUS: Nonresident Alien Tax Compliance - Update, Review and Design workshop is designed for individuals who have a basic, intermediate or advanced level of understanding of nonresident alien tax issues. This is a fast-paced workshop-- FOCUSing on policy and procedure development. This is an excellent opportunity to work with our professionals to brainstorm the best practices to identify foreign nationals, collect data, make tax determinations and ensure broad-range compliance. We will FOCUS on the "paper flow" and "people flow" aspects of developing a comprehensive and efficient tax compliance game plan. For institutions that already have policies and procedures in place, we FOCUS on the review of your current procedures to determine how you can streamline processes and ensure that all payment systems are properly addressed. FOCUS workshop participants are encouraged to have the Volume One, 2008 edition text with them at the workshop; attendees may bring their own copy or purchase one in addition to their workshop registration. This workshop is designed for a small, detailed and FOCUSed discussion -- registration is limited so please register early.
2008 Spring Workshop Comprehensive Level: More Than Just the Building BlocksThe Comprehensive Level workshop is designed for individuals who have a basic level of understanding of nonresident alien tax issues and have worked in the area for about a year. This is a fast-paced workshop in which the faculty will teach the "building blocks" of this complex area of the tax law. In many cases, individuals have simply been "thrown into" this area, with no instruction -- this course is designed to take someone back to the basics and learn the most efficient manner to approach this issue. There will be faculty instruction, practical examples, and case studies for each section, as well as time for individual questions. By the end of the workshop, all the steps are pulled together to ensure attendees get all the details, yet still see the big picture. But the Comprehensive Workshop does not end on Tuesday - the workshop continues on…… This year the Comprehensive Workshop registration gives you another learning opportunity to build on your nonresident alien tax compliance knowledge base even after the two day workshop is over! We've read the evaluations and we've heard your comments - you've learned so much in the past two days but it would be really nice to have a refresher call after you've had a chance to apply what you've learned at the workshop, to the situations you encounter at your institution. So, all Comprehensive workshop participants can join in on a one-hour conference call to discuss the take-home exercises and reiterate the building block approach to dealing with payments made to foreign nationals. And, each participant will have an opportunity to participate in a 20 minute one-on-one call with one of Arctic's professionals - who is available to answer your specific questions! (Sign up for a 20 minute slot during the workshop.) The Spring 2008 Comprehensive Level Follow-up Call will be held on Tuesday, April 23, 2008 2:00 PM EDT. The workshop text is Nonresident Alien Tax Compliance: Volume One , 2008 edition. All Comprehensive Level workshop attendees must bring with them or purchase in connection with their workshop registration Volume One, 2008 edition.
2008 Spring Workshop
If you want a solid understanding of the nonresident alien tax
compliance rules, as well as expert guidance for how to apply those
rules in the most efficient and effective manner, then the Comprehensive
Level workshop is right for you. This is a fast-paced workshop - don't
be fooled by thinking this is a TYPICAL "basic" or "intro" level!
Our clients routinely tell us that they didn’t expect to learn so much
and have fun doing it!
Intensive Level: Becoming More Efficient
We have totally revamped the Intensive Level workshop.
This level is designed for individuals who have several years of experience
in working with nonresident alien tax issues. At this workshop, we take an
in-depth look at the complexities of nonresident alien taxation. We focus
on residency status, tax withholding and reporting issues.
2008 Spring Workshop
The Intensive Level is a perfect combination with Update of the Issues -
What's Happened in the Past 18 Months -
an Intensive Refresher class and an Update of the issues!
Update of the Issues - What's Happened in the past 18 months
The UPDATE workshop is about more than just the rules!
During the past few years, there have been many changes, with new income
tax treaties to new tax withholding and reporting regulations taking
effect. It's important to ensure that you and your institution are using
the latest information and are up to date on the issues. At the Update,
participants will have a chance to ask in-depth questions about
situations happening at their institution and to discuss the more broad
and complex issues with the faculty. This workshop is designed for individuals
who have been working in this area of taxation for several years, have
a solid understanding of the issues, and simply want to find out about
changes and trends over the last year.
2008 Spring Workshop If it's been several years since you attended one of our workshops, why not take this opportunity to make sure you're up to speed with these ever-changing issues. If you are responsible for making nonresident alien tax compliance decisions at your organization, you need the most up-to-date information. Open Forum and Luncheon (A Chance to interact with your colleagues and the faculty) (New!)We read the evaluations and we’ve heard your suggestions regarding more time with the faculty and more time networking with your colleagues -- so we’ve added a new Open Forum and Luncheon Session. This new session is open to all workshop participants and will focus on a discussion of current nonresident alien tax issues at tax exempt organizations. What a great opportunity to join other workshop participants in discussing the issues you face on a day-to-day basis -- and, enjoy a wonderful buffet luncheon. Open Forum and Luncheon participants will have an opportunity to ask questions of the faculty, network with your colleagues, share best practices, and have a great lunch. You will be able to submit questions for discussion prior to the session, as well as have the faculty and guest speaker available for an interactive forum during the session. We suggest you register early -- there is limited seating.
2008 Spring Workshop Income Tax Treaties – The Basics (New!)At the Income Tax Treaties: The Basics workshop, we look at the foundations of income tax treaties. This workshop is designed for individuals who are new to nonresident alien tax compliance issues or need a refresher course on the basic issues of reviewing an income tax treaty. Individuals who attend this session must have attended the Comprehensive Level (either during this Workshop Series or in the past two years); this session is an excellent accompaniment to the Income Tax Treaties: An In-depth Discussion. You may also want to combine with one of our other focused sessions such as "Are You Ready to Report?" and/or "FOCUS".
2008 Spring Workshop Income Tax Treaties: An In-depth DiscussionAt the Income Tax Treaties: An In-Depth Discussion workshop, we look at the complexities of income tax treaties, including the restrictive clauses, payments to artists/performers, payments to independent contractors, the business profits articles, as well as all the applicable forms. This workshop is designed for individuals who have a solid working knowledge of nonresident alien tax compliance and who need to take a step beyond that basic understanding to learn about tax treaties.. We strongly suggest that this workshop be combined with one of our other focused sessions such as Income Tax Treaties: The Basics, Intensive Level, Update of the Issues, "Are You Ready to Report?", and/or FOCUS.
2008 Spring Workshop Are You Ready to Report?The Are You Ready to Report? workshop is about more than just reporting! Reporting is one of the last steps. By the time the withholding agent is ready to report payments made to nonresident aliens, it’s too late to go back and collect information or correct situations. This workshop is designed to alert attendees to the information that must be collected, tracked and tested long before Forms 1042-S are ready to be prepared. Then, when all the information is complete and correct, the faculty will show how the forms should be completed, submitted, and corrected.
When: TBD
Many people think that because they are not the ones who actually
complete Form 1042-S, they don’t need to know about reporting
issues. If you are responsible for making nonresident alien tax compliance
decisions at your organization, you need to know what information to
collect, how to track it, and how to organize it for year-end reporting.
You’ll also learn how the actions you take as a withholding agent
affect the individual when he or she files an income tax return.
Immigration Issues for the Tax/Payroll ProfessionalThis workshop is designed for the tax professional who needs a better understanding of the overlap of immigration and tax issues. We will discuss immigration issues as they relate to foreign nationals generally associated with and/or paid by not-for-profit entities. The focus of this workshop is on getting the tax professional up to speed with immigration terminology, documentation, and general concepts. We will also discuss work authorization, immigration compliance and record keeping, and the latest immigration news related to visitors to the U.S. (B-1/B-2 and waivers). The text for this workshop is our updated book, entitled Immigration and Tax - At the Crossroads: Immigration Issues for Tax and Payroll Professionals, 2004 edition. Each participant must purchase one or bring his or her own copy.
When: TBD Responsibilities of the Nonresident Alien Tax SpecialistThis workshop is designed to help Nonresident Alien Tax Specialists carry out their duties more effectively and efficiently. As a Nonresident Alien Tax Specialist, it is important to understand the technical tax issues that you face, but there is more to the job than technical proficiency. Implementing and maintaining an effective nonresident alien tax compliance program requires organization and constant monitoring. This workshop will give you practical tips in carrying out important duties and responsibilities, such as:
Whether you are new to the position or have considerable experience, this workshop will provide you with excellent guidance on managing the daily, weekly, monthly and yearly challenges that come with your job!
2008 Spring Workshop The Form I-9 Process - A Closer LookForms I-9 may be completed at numerous locations at an institution. With a decentralized approach to Form I-9 collection and processing, compliance with the complex rules can be difficult. An effective Forms I-9 process is crucial not only to maintaining compliance with nonresident alien tax rules but in maintaining compliance with immigration rules as well. Failure to properly complete and maintain Forms I-9 can lead to fines and even debarment from receiving government contracts. How good are your Form I-9 policies and procedures? When is the last time they were updated? This workshop will help participants evaluate and strengthen their current Forms I-9 process. In this workshop we will discuss current Forms I-9 requirements and proper procedures for meeting these requirements, including Forms I-9 file maintenance, training for those involved, and when Forms I-9 need to be recertified and the proper way to do it. If your institution hasn't evaluated its Forms I-9 policies and procedures in the last year, this workshop is a must for you!
When: TBD Nonresident Alien Tax Compliance: A Focus on Payments to EmployeesIn our other workshops, we focus on the rules and regulations relating to payments made to nonresident aliens by looking at ALL payment systems at an institution - payroll, accounts payable and student accounts. Many of our attendees deal only with payments through ONE payment system. This new focused workshop is designed for those workshop participants with responsibilities related to employees (e.g., generally associated with the Tax, Human Resources and Payroll departments). Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series. This workshop will focus not only on the "What" (the specific tax withholding and reporting rules related to payments made to employees), but more importantly on the "How" (the process and procedures applicable to payments made through these areas – what needs to be considered and how to approach it. This workshop is designed to bridge the gap between the rules and the process, in other words, between the "What Do I Need to Do" and "How Should I Do It". If you are the Nonresident Alien Tax Specialist or a person in the Tax, Human Resources or Payroll departments – this is the workshop for you - we’ll see you there! Not a payroll person? Don’t worry, we have a workshop for you too (see Nonresident Alien Tax Compliance: A Focus on Payments to Non-Employees)
2008 Spring Workshop Nonresident Alien Tax Compliance: A Focus on Payments to Non-EmployeesIn our other workshops, we focus on the rules and regulations relating to payments made to nonresident aliens by looking at ALL payment systems at an institution - payroll, accounts payable and student accounts. Many of our attendees deal only with payments through ONE payment system. This new focused workshop is designed for those workshop participants with responsibilities related to non-employees (e.g., generally associated with the Tax, Accounts Payable, Purchasing and Student Accounting departments). Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series. This workshop will focus not only on the "What" (the specific tax withholding and reporting rules related to payments made to non-employees, including honoraria, independent contractor payments, non-service scholarships/fellowships, travel reimbursements, royalties, payments to companies, and prizes and awards), but more importantly on the "How" (the process and procedures applicable to payments made through Accounts Payable and Student Accounting – what needs to be considered and how to approach it. This workshop is designed to bridge the gap between the rules and the process, in other words, between the “What Do I Need to Do” and “How Should I Do It”. If you are the Nonresident Alien Tax Specialist or a person in the Tax, Accounts Payable, Purchasing or Student Accounting departments – this is the workshop for you - we’ll see you there! Are you more of a Human Resources/Payroll person? See Nonresident Alien Tax Compliance: A Focus on Payments to Employees
2008 Spring Workshop Nonresident Alien Tax Compliance: Payments to Performers and AgentsThis workshop will focus on the issues associated with making payments to foreign performers and their agents. This new workshop will be dedicated to addressing the difficult situations institutions deal with in making this type of payment. Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series. This workshop will focus not only on the "What" (the specific tax withholding and reporting rules related to payments made to employees), but more importantly on the "How" (the process and procedures applicable to payments made through these areas – what needs to be considered and how to approach it.
2008 Spring Workshop This workshop is designed to bridge the gap between the rules and the process, in other words, between the "What Do I Need to Do" and "How Should I Do It". If you are the Nonresident Alien Tax Specialist or a person in the Tax or Accounts Payable – this is the workshop for you - we’ll see you there! 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)The IRS has indicated that it will be contacting even more institutions this spring to assess their level of compliance with the nonresident alien tax withholding and reporting rules. Are you ready? ...Are you sure?! Your institution's compliance posture may be good... or maybe it needs a little (or a lot of) work. Regardless of your institution's compliance posture, it's generally best to evaluate your compliance efforts on a regular basis - and before the IRS send you a notice! By reviewing your process, procedures and compliance posture on a regular basis, any gaps or weaknesses can be identified and corrected. In this workshop we will focus on the issues of tax compliance, how to conduct a "mock audit" to assess your compliance posture, what should (and should NOT) be in your tax file, as well as things you should do on a regular basis to ensure your institution's policies and procedures are up-to-date and working to protect your institution. If the IRS does come knocking, you’ll be prepared!
2008 Spring Workshop GLACIER Users : Preparing for Year-End and ReportingYear end will be here before you know it – will you be ready, or will you be trying to recreate the last 12 months in order to properly report and prepare for next year? This workshop will assist you in taking the stress and anxiety out of year end! We will discuss the things you can do now to ensure that year end and reporting go smoothly. We’ll discuss issues including:
If you want to have a smooth year end and reporting season, this workshop is for you
When: TBD GLACIER Users: Beginning Level – What Admins Should Be Doing... and When – Getting the Most out of GLACIERGLACIER's online design and capabilities allows you to save countless hours in managing your nonresident alien tax compliance. If you are a relatively new GLACIER Administrator or if you have recently transitioned into the position, you may want to review the activities you should be doing on a regular basis to make your GLACIER experience the most efficient possible. This workshop will focus on the daily, weekly, monthly activities you should be doing to best manage your GLACIER database and your institution's nonresident alien tax compliance issues.
2008 Spring Workshop GLACIER Users: Using GLACIER More Efficiently and EffectivelyGLACIER's online design and capabilities allows you to save countless hours in managing your nonresident alien tax compliance. BUT - are you getting the most out of GLACIER? This workshop will help you maximize your use of GLACIER to more efficiently manage your nonresident alien tax compliance issues. In this workshop, we look at all aspects of GLACIER, including automatic email notifications, standard and custom report capabilities, report notification reminders, data transfers, and practical tips to save you time and effort.
2008 Spring Workshop |
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