Arctic International LLC Offers a Variety of Workshops and Training to Assist Your Institution in Achieving and Maintaining Compliance with Nonresident Alien Tax Issues.
Please make your hotel reservations soon as the hotel will likely sell out.
For more information about our workshops, click on the links below.
The 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 workshop text is , 2009 edition. All Comprehensive Level workshop attendees must bring with them or purchase in connection with their workshop registration Volume One, 2009 edition.
2010 Fall Workshop
When: September 27 - September 28 8:30 AM - 5:00 PM each day
Where: Dallas, TX
REGISTER NOW
This level is designed for individuals who have previously attended the Comprehensive Level and need a refresher course about nonresident alien tax issues. At this workshop, we take a one day in-depth look at the complex issues surrounding nonresident alien taxation. We review the "10 Steps to Nonresident Alien Tax Compliance," and focus on the issues you need to know on a daily basis.
The What You Need to Know workshop uses Nonresident Alien Tax Compliance: Volume One, 2009 edition as it manual. Workshop attendees are encouraged to have the Volume One, 2009 edition text with them at the workshop; attendees may bring their own copy or purchase one in addition to their workshop registration. The prerequisite for this class is the Comprehensive Level.
When: TBD
Where: TBD
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This workshop will focus on the issues associated with making payments to students, researchers, short-term program participants, fellows, etc. This workshop is dedicated to addressing the difficult situations institutions deal with in making this type of payment. Additional time will be spent on determining when a tax liability has occurred as a result of scholarship payments - both cash and non-cash. 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.
2010 Fall Workshop
When: September 29 8:30 AM - 11:30 AM
Where: Dallas, TX
REGISTER NOW
This level is designed for individuals who have several years of experience in working with nonresident alien tax issues. At this workshop, we take a one day in-depth look at the complex issues surrounding nonresident alien taxation. We review the "10 Steps to Nonresident Alien Tax Compliance," as well as take an in-depth look at the complexities of nonresident alien taxation. We focus on residency status, tax withholding and reporting issues.
The What You Need to Know workshop uses Nonresident Alien Tax Compliance: Volume One, 2009 edition as it manual. Workshop attendees are encouraged to have the Volume One, 2009 edition text with them at the workshop; attendees may bring their own copy or purchase one in addition to their workshop registration.
We suggest that this workshop be combined with one of our other focused sessions such as Update of the Issues, Income Tax Treaties, Update of the Issues, Evaluating Your Institution's Nonresident Alien Tax, and/or any of the "FOCUS" classes.
2010 Fall Workshop
When: September 28 8:30 AM - 4:30 PM
Where: Dallas, TX
REGISTER NOW
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.
We strongly suggest that this workshop be combined with one of our other focused sessions such as Update of the Issues, Income Tax Treaties, "Are You Ready to Report?", Nonresident Alien Tax Compliance, and/or "FOCUS". The Intensive Level also uses Nonresident Alien Tax Compliance: Volume One, 2009 edition as it manual. Intensive Level workshop attendees are encouraged to have the Volume One, 2009 edition text with them at the workshop; attendees may bring their own copy or purchase one in addition to their workshop registration.
When: TBD
Where: TBD
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This 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:
Setting up your nonresident alien tax files to ensure completeness and consistency
Reviewing tax documents for compliance with ever–changing tax rules and regulations
Conducting a Mock Audit to assess strengths and identify areas for improvement in your nonresident alien policies and procedures
Identifying steps to be taken during the year to identify withholding and reporting issues before year end
Avoiding "roadblocks" when implementing and maintaining policies and procedures for nonresident alien tax compliance
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!
2010 Fall Workshop
When: September 29 3:00 PM - 5:30 PM
Where: Dallas, TX
REGISTER NOW
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.
The UPDATE workshop is a perfect combination with one of our other focused sessions such as What You Need To Know - INTENSIVE Level, Income Tax Treaties - An In-Depth Discussion, and/or one of the "FOCUS" workshops.
When: TBD
Where: TBD
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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. An In-depth Discussion. You may also want to combine with one of our other focused sessions such as Income Tax Treaties - An In-Dept Discussion, Update of the Issues, Evaluating Your Institution's Nonresident Alien Tax Compliance and/or one of the "FOCUS" workshops.
When: TBD
Where: TBD
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At 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 like What You Need To Know - INTENSIVE Level, Income Tax Treaties - The Basics, Responsibilities of the Nonresident Alien Tax Specialist, and/or one of the "FOCUS" workshops.
When: TBD
Where: TBD
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Year-end will be here before you know it - will you be ready to begin 2010 stress-free? 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 arrives smoothly. We'll discuss issues including:
- When to begin the tax treaty renewal process?
- Determining the needed data in order to report
- How to ensure all payments to foreign nationals has been captured
This is a Luncheon workshop and discussion; lunch will be provided as a part of this session. If you want to have a smooth year end and enjoy the year-end holidays, this workshop is for you!
2010 Fall Workshop
When: September 29 12:00 PM - 2:30 PM
Where: Dallas, TX
REGISTER NOW
Year end will be here before you know it - will you be ready to rollover your database and begin 2010 stress-free? 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 arrives smoothly. We'll discuss issues including:
- When is the best time to transfer payment data?
- What can I do to prepare my database for year end and rollover?
- How does an individual record status affect next year's database and my license size?
This is a Luncheon workshop and discussion; lunch will be provided as a part of this session. If you want to have a smooth year end and enjoy the year-end holidays, this workshop is for you!
2010 Fall Workshop
When: September 29 12:00 PM - 2:30 PM
Where: Dallas, TX
REGISTER NOW
GLACIER'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 Ice, automatic email notifications, standard and custom report capabilities, report notification reminders, data transfers, and practical tips to save you time and effort.
When: TBD
Where: TBD
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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.
2010 Fall Workshop
When: September 30 8:30 AM - 11:30 AM
Where: Dallas, TX
REGISTER NOW
The 2010 reporting 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 and timely report? This workshop will assist you in preparing for reporting in January! We will discuss the things you can do now to ensure that reporting season goes smoothly. We'll discuss issues including:
- What steps can be taken now to ensure the opportunity to post Forms 1042-S rather than follow the antiquated method of printing and mailing?
- What are some common Forms 1042-S errors and what can I do now to avoid them when I am ready to report?
- When is it best to deliver Forms 1042-S to the recipients?
If you want to have a stress free reporting season, this workshop is for you!
2010 Fall Workshop
When: September 30 8:30 AM - 11:30 AM
Where: Dallas, TX
REGISTER NOW
GLACIER'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.
2010 Fall Workshop
When: September 29 8:30 AM - 11:30 AM
Where: Dallas, TX
REGISTER NOW
Your institution's tax compliance posture may be good... or maybe it needs a little (or a lot of) work? Regardless of how you may "rate" your institution's tax compliance, with personnel turnover, new systems, and new programs, we strongly recommend evaluating your compliance efforts on an annual basis. By reviewing your tax compliance process and procedures on a regular basis, any gaps or weaknesses may be identified and corrected.
This is a Luncheon workshop and discussion; lunch will be provided as a part of this session. 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.
2010 Fall Workshop
When: September 30 12:00 PM - 3:00 PM
Where: Dallas, TX
REGISTER NOW
The 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, 2009 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.
This is a Luncheon workshop and discussion; lunch will be provided as a part of this session.
2010 Fall Workshop
When: September 30 12:00 PM - 3:00 PM
Where: Dallas, TX
REGISTER NOW
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 lunch.
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.
When: TBD
Where: TBD
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This 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.
2010 Fall Workshop
When: September 29 3:00 PM - 5:30 PM
Where: Dallas, TX
REGISTER NOW
IF IRS contacts your institution to review your 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.
This is a Luncheon workshop and discussion; a buffet lunch will be provided as a part of this session. 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!
When: TBD
Where: TBD
REGISTER NOW
This 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
Where: TBD
REGISTER NOW
