Training Frequently Asked Questions (FAQ)
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 Students, Scholars, Employees, and Other International Visitors
For over ten 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
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.
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, 2015 edition, authored by Donna Kepley serves as the Comprehensive Level and Intensive Level Tax Workshops' primary text.
All Comprehensive and Intensive Level workshop participants must bring their own copy of the 2015 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 the 2004 edition 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
|
| I |
What You Need To Know: Intensive Review of Nonresident Alien Tax Issues
|
| O |
Paying a Foreign Entity: From Contract to Reporting
|
| O |
Scholarships, Fellowships, Grants, Stipends, Per Diems: From Invitation to Reporting
|
| O |
Income Tax Treaties: From Start to Exemption - Article by Article
|
| F |
Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS (NEW!)
|
| F |
Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures (NEW!)
|
If you have any questions about which workshops to combine or what is the correct level for you, just call us at 571.344.9660!
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Can I attend all of the workshops?
The information in the Comprehensive Level and Intensive Level 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 Intensive Level workshop.
We do suggest the Intensive Level and Update of the Issues workshops be taken together, they are a perfect combination.
We also suggest the Immigration Issues for the 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.
| CPE |
Workshop |
|
16.5
|
Comprehensive Level |
|
8
|
What You Need To Know: Intensive Review of Nonresident Alien Tax Issues |
|
3
|
Paying a Foreign Entity: From Contract to Reporting |
|
3
|
Scholarships, Fellowships, Grants, Stipends, Per Diems: From Invitation to Reporting |
|
5.5
|
Income Tax Treaties: From Start to Exemption - Article by Article |
|
3
|
Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS (NEW!) |
|
3.5
|
Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures (NEW!) |
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