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.

Please make your hotel reservations soon as the hotel will likely sell out.

For more information about our workshops, click on the links below.

Comprehensive Level: More Than Just the Building Blocks

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.

This is a Luncheon workshop and discussion; lunch will be provided as a part of this session.


2017 Fall Workshop
When: October 2 - October 3 8:30 AM - 5:00 PM each day
Where: Las Vegas, NV

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Intensive Level and Update of the Issues: What You Need To Know

This Workshop is designed for individuals who have several years of experience in working with nonresident alien tax issues, who have a solid understanding of the issues, and who simply want to find out about changes and trends over the last year. 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.

This is a Luncheon workshop and discussion; lunch will be provided as a part of this session.


2017 Fall Workshop
When: October 3 8:30 AM - 5:00 PM
Where: Las Vegas, NV

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Scholarships, Fellowships, Grants, Stipends, Per Diems: From Start to Reporting

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).

2017 Fall Workshop
When: October 4 8:30 AM - 10:45 AM
Where: Las Vegas, NV

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Income Tax Treaties: From Start to Exemption - Article by Article

This workshop combines the Income Tax Treaties - The Basics and In-Depth Discussion into one class that addresses the issues of income tax treaties from the start right through the exemption. Not only will this workshop address the basics of an income tax treaty, but also 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. Individuals who attend this session must have attended the Comprehensive Level (either during this Workshop Series or in the past two years) or individuals who have a solid working knowledge of nonresident alien tax compliance.

This is a Luncheon workshop and discussion; lunch will be provided as a part of this session.


2017 Fall Workshop
When: October 4 11:00 AM - 5:00 PM
Where: Las Vegas, NV

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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. The IRS has made significant changes to the 2015 Form 1042-S including new recipient and income codes. Then, when all the information is complete and correct, the faculty will show how the forms should be completed, submitted, and corrected.

2017 Fall Workshop
When: October 5 10:45 AM - 1:15 PM
Where: Las Vegas, NV

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Non-Employees, Guest Speakers, Royalty Recipients: From Contract/Invitation to Reporting

This workshop will focus on the issues associated with making payments to non-employees, guest speakers, and royalty recipients. This workshop will begin focus on the unique aspects of independent personal services and passive income payments made to foreign nationals beginning with the time the invitation is extended or contract is invoked. The workshop will also address the income tax treaty articles often applicable to these types of payments. Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series.

2017 Fall Workshop
When: October 5 8:30 AM - 10:30 AM
Where: Las Vegas, NV

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Non-Individuals/Foreign Companies: From Contract to Reporting

This workshop will focus on the issues associated with making payments to non-individuals / foreign companies. This workshop will begin looking at the potential payment from when the contract is created, the type of income paid, the source of the income and end with the reporting. Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series.

This is a Luncheon workshop and discussion; lunch will be provided as a part of this session.


2017 Fall Workshop
When: October 5 10:45 AM - 1:15 PM
Where: Las Vegas, NV

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Tax Basics - 101: Understanding How the Code, Regs, Rulings, Procedures, Publications and Notices Interact

This new session is open to all workshop participants and will focus on where to find information in the Internal Revenue Code, Treasury Regulations, Revenue Procedures, etc with respect to the complex and unusual nonresident alien tax rules and regulations. This class will allow participants to delve into the details, as well as include a discussion of which authorities or resources take precedence.  Participants are asked in the Pre-Workshop Survey to provide for particular issues of interest to be addressed.  What a great opportunity to work with other workshop participants and faculty to better understand how to efficiently conduct tax research.

2017 Fall Workshop
When: October 5 8:30 AM - 10:30 AM
Where: Las Vegas, NV

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FOCUS: Nonresident Alien Tax Compliance - Update, Review and Design Policies and Procedures

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, 2015 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.

When: TBD
Where: TBD

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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.

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, 2016 edition as it manual. Intensive Level workshop attendees are encouraged to have the Volume One, 2016 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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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

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.

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

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Update of the Issues and OPEN FORUM Discussion

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.

When: TBD
Where: TBD

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Evaluating Your Institution's Tax Compliance Posture Luncheon

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.

When: TBD
Where: TBD

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IRS Initiatives and How They Impact Your Institution

We're often asked about what is going on at the IRS and how will it impact the institution? This luncheon workshop will focus on the IRS compliance initiatives and what impact it may have on your institution. This workshop will be an opportunity to find out more about the IRS, how the IRS starts a new compliance initiative and how this information is communicated to educational institutions. This new session is open to all workshop participants and will focus on a discussion of IRS issues at tax exempt organizations.

When: TBD
Where: TBD

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GLACIER Users: Reporting

The 2012 reporting season 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.

When: TBD
Where: TBD

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GLACIER Users: Beyond the Basics

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 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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Performers and/or Their Agents: From Contract to Reporting

This workshop will focus on the issues associated with making payments to foreign performers and their agents. This 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).

When: TBD
Where: TBD

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Form I-9 Update

This workshop is designed for the payroll or tax professional who needs a better understanding of the Form I-9 and the processing requirements for employment verification. Recent changes to the form, along with an overview of the acceptable documents, is the focus of this workshop.

When: TBD
Where: TBD

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Immigration Issues for the Tax/Payroll Professional

This workshop is designed for the tax or payroll 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 or payroll 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, 2014 edition. Each participant may purchase one or bring his or her own copy.

When: TBD
Where: TBD

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Income Tax Treaties: The Basics

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".

When: TBD
Where: TBD

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GLACIER Users: Preparing for Year-End

Year end will be here before you know it - will you be ready to rollover your database and begin 2015 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!

When: TBD
Where: TBD

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