What Will Participants Learn? What is Included? Who should participate? General Info?
Comprehensive Course
What Participants Will Learn:
- The "building blocks" of nonresident alien tax compliance;
- How to work through a situation from beginning to end;
- The mechanics of how to determine U.S. residency status, including how to calculate the substantial presence test and exceptions thereto;
- The importance of determining the category of income and the issues associated with doing so;
- How to "source" income and exclusions from gross income;
- What income is taxable and at what rates tax must be withheld;
- An introduction to the basics of income tax treaties;
- When is FICA tax applicable and exemptions thereto;
- When is a Taxpayer Identification Number necessary;
- An introduction to the mechanics of nonresident alien tax reporting;
- What forms and documents are necessary to have a "complete" tax file; and
- The steps necessary to achieve nonresident alien tax compliance.
What is Included in the Comprehensive Course:
- Each class is a Live 75 minute segment, including 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- 50 minute Live Group Q&A and Review approximately one week after last class;
- 20 minute Individual Q&A call with Arctic Tax Professional approximately two weeks after last class;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- The Comprehensive Course includes all of the following Classes:
-
- Introduction to Nonresident Alien Tax Issues provides an overview of the 10 step process to nonresident alien tax compliance.
- The Determining U.S. Tax Residency Status will provide an in-depth review of the Substantial Presence Test as well as the various "Exempt Individual" statuses.
- Determining Tax Residency Status: Continued and Introduction to U.S. Taxable Income will provide more detailed examples and case studies and then an introduction to U.S. taxable income.
-
U.S. Taxable Income: What is Taxable and What Can Be Excluded; U.S. Tax Withholding Issues: Application of Tax Withholding and Possible Exclusions and Exemptions defines
the typical income types found in educational environments and addresses the sourcing rules for each type of income, as well as exemptions systematically addresses the issues
of non-service scholarship / fellowships and other Internal Revenue Code exclusions.
- Introduction to Income Tax Treaties: The Basics provides an overview of the income tax treaty as well as an introduction to the five-step process to treaty evaluation.
-
FICA Tax Withholding, Identification Numbers, and Certifying Acceptance Agent Issues. Introduction to U.S. Tax Reporting Obligations: The Basics, Withholding Agent Responsibilities
provides a discussion pertaining to the issues surrounding FICA tax, SSN/ITINS, and becoming a Certifying Acceptance Agent along with an overview of what needs to be reported
and how it is reported. This class helps make sense of the "story" reported on Forms 1042 and 1042-S, as well as a discussion of the Withholding Agent's Responsibilities.
-
Nonresident Alien Tax: Pulling It All Together provides a summary of the end process of preparing to collect your data, creating your tax files, and maintaining the
information necessary to support your compliance efforts. We will also have time for wrap-up issues and questions.
Who Should Participate:
-
Nonresident Alien Tax Specialists and his or her backup;
-
Tax Managers;
-
Payroll and Accounting Managers and others in Payroll and Accounts Payable;
-
Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Basic - Generally for those with zero to two years of experience in this topic
-
Length: 7 Units (conducted in seven segments consisting of 75 minutes each)
-
Prerequisites: There are no prerequisite course requirements for this course
-
Advanced Preparation: This course requires the
2022 Nonresident Alien Tax Compliance - Volume One
textbook. Additionally, to access the WEBshop course materials, a Pre-WEBshop survey must be completed. We also
recommend that participants download/save or print the course materials prior to the course’s first class.
-
Education: 10.5 CPE credits, Field of Study: Taxes (please review your state’s policies)
-
Method of Instruction: Group Internet Based Program
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Intensive Course:
What Participants Will Learn:
-
The in-depth details of U.S. tax residency determination and rules;
-
How to handle the impact to U.S. residency status given changes to immigration status;
-
The basis of income classification and payment types;
-
Methods to reduce the taxable income base prior to withholding tax;
-
Proper tax withholding and reporting payments to non-individual payees; and
-
General withholding agent responsibilities.
What is Included in the Intensive Course:
- Classes are a Live 75 minute segment, including 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- 50 minute Live Group Q&A and Review approximately one week after last class;
- 20 minute Individual Q&A call with Arctic Tax Professional;
- Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
-
Login instructions for each WEBshop Class included in the Course of Study;
-
Each Class is a 75-minute segment that includes 55 minutes of instruction and 20 minutes of case study, participant discussion, and Q&A;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
-
Ability to take Post-WEBshop Evaluation; and
-
The Intensive Course includes all of the following Classes:
-
-
Determining U.S. Tax Residency Status: In-Depth Discussion and Special Situations covers the issues surrounding changing immigration statuses, commuters from Canada and Mexico, exceptions to the SPT and other unusual situations. Additional time is spent on the residency start and end dates.
-
U.S. Taxable Income: In-Depth Discussion of Determining the Type of Income Paid provides a detailed discussion of non-services type payments - scholarships / fellowships, royalties, prizes and awards. Additional time is spent on defining fair market value for compensation purposes.
-
U.S. Tax Withholding Issues: In-Depth Discussion covers the income tax withholding rules and exclusions. Additional discussion on reducing the taxable base using Revenue Procedure 88-24.
-
FOCUS: Payments to Foreign Companies and Other Entities provides a discussion pertaining to when payments are taxable and reportable. The class includes a discussion on activities considered U.S. trade or business and effectively connected income.
-
FOCUS: Withholding Agent Responsibilities discusses the concept of the withholding agent as it pertains to making payments to foreign nationals.
-
Open Forum - Discussion of Advanced Issues and Special Topics provides instruction on dealing with "grossing up" payments, third-party payments as well as payment to business visitors. Reporting of foreign bank accounts and short-term grantees are covered as well.
Who Should Participate:
-
Nonresident Alien Tax Specialists and his or her backup;
-
Tax Managers;
-
Payroll and Accounting Managers and others in Payroll and Accounts Payable;
-
Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Intensive - Generally for those with more than two years of experience in this topic who need a refresher
-
Prerequisites: Primary registrant must have participated in Comprehensive Level (Workshop or WEBshop taught by Arctic International LLC) within the past 36 months of WEBshop registration
-
Advanced Preparation: None
-
Length: 6 Classes (conducted in six segments of 75 minutes each)
-
Resource Recommendations: 2015 Nonresident Alien Tax Compliance - Volume One
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Update Course:
What Participants Will Learn:
- Nonresident alien tax withholding regulations;
- New issues with respect to income tax treaties;
- Issues facing other institutions; and
- The issues on which the IRS is currently focusing.
What is Included in the Update Course:
- Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest,
as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
-
Each Class is a 75-minute segment that includes 55 minutes of instruction and
20 minutes of case study, participant discussion, and Q&A;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
-
Access to ICE: Participants will have the opportunity to interact with
the faculty and conduct research via the Nonresident Alien Tax Forum on ICE
(Information, Communication, and Exchange bulletin board) during the WEBshop
Course period;
-
Ability to take Post-WEBshop Evaluation; and
-
The Update Course includes all of the following Classes:
- Intensive Review
-
In-Depth Quick Hits provides instructions on the issues that institutions
deal with on a daily basis.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services
Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Update - Generally for those with more than two years of experience in this topic who need an Update of recent issues
-
Prerequisites: Primary registrant must have participated in Comprehensive Level or Intensive Level (Workshop or WEBshop taught by Arctic International LLC) within the past 36 months of WEBshop registration
-
Advanced Preparation: None
-
Length: 2 Units (conducted in two segments of 75 minutes each)
- Resource Recommendations: 2015 Nonresident Alien Tax Compliance - Volume One
Back to top
Income Tax Treaties Course
What Participants Will Learn:
- Mechanics of income tax treaties;
- How to review typical educational articles found in tax treaties
- How to handle unique income tax treaty provisions;
- Dealing with restrictive clauses;
- Which forms are necessary and how to complete/submit them; and
- Dealing with renewal of tax treaty exemption forms.
What is Included in the Income Tax Treaties Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well
as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The Income Tax Treaties Course includes all of the following Classes:
- How an Income Tax Treaty Works, General Concepts and Definitions provides an overview of the income tax treaty, as well as a
review of general concepts and definitions. Additionally, the class will include a discussion of new issues and trends in income
tax treaties.
- A Closer Look: Article by Article
provides a detailed review of the typical educational articles found in income tax treaties, as
well as a discussion of tax treaty articles dealing with business profits, independent
contractors, royalty and performer payments.
- Income Tax Treaty Forms; Reporting an Income Tax Treaty Exemption; Questions, Answers, and Discussion. provides an
overview and discussion of the reporting aspects with respect to tax treaties, including a review of applicable tax treaty forms.
-
Questions, Answers and Discussion provides time for additional discussion and to
review case studies, as well as to allow participants a chance to ask questions.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International
Student Services Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate
or Update Workshop or WEBshop
-
Prerequisites: There are no prerequisite course requirements for this course; however,
prior participation in our Comprehensive Course or Intermediate Course Workshop or WEBshop is
recommended
-
Advanced Preparation: This course does not require Advance Preparation; however, to access
the WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that
participants download/save or print the course materials prior to the course’s first class
- Length: 4 Units (conducted in four segments of 75 minutes each)
- Resource Recommendations: 2022 Nonresident Alien Tax Compliance - Volume One
- Education: 6.0 CPE credits, Field of Study: Taxes (please review your state’s policies)
-
Method of Instruction: Group Internet Based Program
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Reporting and Year End Responsibilities
What Participants Will Learn:
- 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;
- Overview of tax reporting requirements;
- Mechanics of Forms 1042 and 1042-S;
- Overview of tax deposit requirements;
- How and when to distribute forms to Payees;
- How and when to submit forms to the IRS; and
- What the possible penalties are and how to avoid them; and
- What types of documentation to collect and retain.
What is Included in the Reporting Course:
- Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest,
as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
-
Each Class is a 75-minute segment that includes 55 minutes of instruction and
20 minutes of case study, participant discussion, and Q&A;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The Reporting and Year End Responsibilities Course includes all of the following Classes:
-
Income Tax Treaty Renewal process covers issues associated with the tax treaty forms
needed for the new tax year, including when to begin the tax treaty renewal process, determining
the tax treaty renewal target population, and when to send the forms to the IRS.
-
Understanding the Withholding Agent Requirements, Depositing, Deadlines and Penalties. Form 1042 Preparation and Review will
focus on ensuring the data needed to prepare all tax forms is on file, as well as discussing methods to determine that all payments
to foreign nationals have been captured. This Class will include a discussion of Form 1042, as well issues related to depositing
tax, deadlines, and possible penalties.
-
Form 1042-S Preparation and Review. Documentation - What Should Be In Your Tax File? focuses on the "story" told on the forms.
This class is designed to allow the participant to better plan for year-end reporting of payments made throughout the year - even
if not responsible for year end reporting! We will also discuss the withholding agent’s required documentation responsibilities
and wrap up with a discussion of what should be in the tax file.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services
Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
-
Prerequisites: There are no prerequisite course requirements for this course; however, prior participation
in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
-
Advanced Preparation: This course does not require the
2022 Nonresident Alien Tax Compliance - Volume One
textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course
materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the
course materials prior to the course’s first class
- Length: 3 Units (conducted in three sessions of 75 minutes each)
- Education: 4.5 CPE credits, Field of Study: Taxes (please review your state’s policies)
-
Method of Instruction: Group Internet Based Program
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Reporting Course:
What Participants Will Learn:
- Overview of tax reporting requirements;
- Mechanics of Forms 1042 and 1042-S;
- How to prepare Amended and "late original" Forms 1042-S;
- How and when to distribute forms to Payees; and
- How and when to submit forms to the IRS.
What is Included in the Reporting Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest,
as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The Reporting Course includes all of the following Classes:
-
The U.S. Tax Reporting: Forms 1042-S In-Depth Discussion class
focuses on the "story" told on the forms. This class is designed to assist
the participant in planning for year-end reporting of payments made throughout
the year - even if you are not responsible for year end reporting!
-
The U.S. Tax Reporting: Forms 1042 Filing Issues, Amendments, and Late
Originals focuses on the year-end filing. Late originals and amended
returns will be discussed during this class.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student
Services Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign
Students, Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Focused - A Focused discussion to supplement any Beginning,
Intensive or Update WEBshop
-
Prerequisites: Primary registrant must have participated in Comprehensive Level
or Intensive Level (Workshop or WEBshop taught by Arctic International LLC) within the
past 36 months of WEBshop registration
-
Advanced Preparation: None
- Length: 2 Units (conducted in two sessions of 75 minutes each)
- Resource Recommendations: 2015 Nonresident Alien Tax Compliance - Volume One
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FOCUS: Process Course
What Participants Will Learn:
- Specific issues related to making payments to employees through Payroll;
-
Specific issues related to making payments to non-employees through Accounts
Payable or other payment system;
-
Specific issues related to making payments that are scholarships, fellowships,
grants, stipends, and per diems through Student Accounting, Payroll and/or
Accounts Payable; and
What is Included in the FOCUS - Process Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as
well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The FOCUS - Process Course includes all of the following Classes:
-
The FOCUS: Payments Made to Employees WEBshop will focus on the
specific tax withholding and reporting rules related to payments made to
employees as well as the process and procedures applicable to payments made
through these areas - what needs to be considered and how to approach it.
-
The FOCUS: Payment Made through Student Accounting discusses identifying
taxable payments as well as methods to reduce the tax and collect the tax.
-
The FOCUS: Payments Made to Non-Employees WEBshop addresses the specific
tax withholding and reporting rules related to payments made to non-employees,
including honoraria, independent contractor payments, travel reimbursements, royalties,
payments to performers and their agents, and prizes and awards.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services
Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
-
Prerequisites: There are no prerequisite course requirements for this course; however, prior participation
in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
-
Advanced Preparation: This course does not require the
2022 Nonresident Alien Tax Compliance - Volume One
textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course
materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the
course materials prior to the course’s first class
- Length: 3 units (conducted in three sessions of 75 minutes each)
- Education: 4.5 CPE credits, Field of Study: Taxes (please review your state’s policies)
-
Method of Instruction: Group Internet Based Program
Back to top
Preparing For Year-End
What Participants Will Learn:
-
When to begin the tax treaty renewal process?
-
Determining the needed data in order to report; and
-
How to ensure all payments to foreign nationals has been captured.
What is Included in the Preparing For Year-End Course:
-
Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
-
Login instructions for each WEBshop Class included in the Course of Study;
-
Each Class is a 75-minute segment that includes 55 minutes of instruction and 20 minutes of case study, participant discussion, and Q&A;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
-
Ability to take Post-WEBshop Evaluation; and
-
The Preparing For Year-End includes the following Classes:
-
Income Tax Treaty Renewal process covers several areas associated with the treaty forms needed for the new tax year including when to begin the treaty renewal process, determining the treaty renewal target population, and when to send the forms to the IRS.
-
Preparing for Year End class will focus on ensuring the data needed to prepare all tax forms is on file, as well as discussing methods to determine that all payments to foreign nationals has been captured.
Who Should Participate:
-
Nonresident Alien Tax Specialists and his or her backup;
-
Tax Managers;
-
Payroll and Accounting Managers and others in Payroll and Accounts Payable; and
-
Controllers and University Legal or Business Officers.
Program Information:
-
Instruction Level: Intensive - Generally for those with more than two years of experience in this topic who need a refresher
-
Prerequisites: Primary registrant must have participated in Comprehensive Level (Workshop or WEBshop taught by Arctic International LLC) within the past 36 months of WEBshop registration
-
Length: 2 Units (conducted in two segments of 75 minutes each)
-
Resource Recommendations: 2015 Nonresident Alien Tax Compliance - Volume One
Back to top
Tax Research 101 Course
What Participants Will Learn:
-
Information about the Internal Revenue Code, Treasury Regulations, Revenue
Procedures, Publications and Notices;
- How the resources interact ; and
- How to search and find the available resources.
What is Included in the Tax Research 101 Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The Tax Research 101 Course includes the following Classes:
-
Understanding How the Internal Revenue Code, Regs, Rulings, Procedures, Publications and Notices Interact
- Conducting Tax Research.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
- Anyone Who Needs to Learn about the basics of Tax Research.
Program Information:
-
Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
-
Prerequisites: There are no prerequisite course requirements for this course
-
Advanced Preparation: This course does not require the
2022 Nonresident Alien Tax Compliance - Volume One
textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course
materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the
course materials prior to the course’s first class
- Length: 2 units (conducted in two sessions of 75 minutes each)
-
Education: 3.0 CPE credits, Field of Study: Taxes (please review your state’s policies)
-
Method of Instruction: Group Internet Based Program
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Special Issues Course
What Participants Will Learn:
- Nonresident Alien Tax Issues – General;
- Nonresident Alien Tax Issues – Other Institutions encounter; and
- Nonresident Alien Tax Issues – Faculty have assisted clients with addressing.
What is Included in the Special Issues Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The Special Issues Course includes the following Classes:
-
Open Forum: A Discussion of Immigration Issues for the tax/payroll professional will
focus on a discussion of immigration issues in the context of nonresident alien tax compliance.
-
Open Forum: A Discussion of Any and All General Tax Issues will focus on a
discussion of current tax issues facing tax-exempt organizations.
-
Open Forum: A Discussion of Any and All Nonresident Alien Tax Issues will focus on
a discussion of current nonresident alien tax issues at tax-exempt organizations.
-
With any of the open forums, 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 and guest speakers.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services
Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course.
-
Advanced Preparation: This course does not require the
2022 Nonresident Alien Tax Compliance - Volume One
textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course
materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the
course materials prior to the course’s first class
- Length: 1 unit (conducted in one session of 75 minutes)
-
Method of Instruction: Group Internet Based Program
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Depositing, Reporting, and Documenting Course
What Participants Will Learn:
- Information about the rules for depositing tax withheld under IRS section 1441;
- How to prepare the tax return, Form 1042, to correctly reflect the difference between tax liability, tax withheld, and tax deposited; and
- How to properly document the tax file.
What is Included in the Depositing, Reporting, and Documenting Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
-
The Depositing, Reporting, and Documenting Course includes the following Classes:
-
Understanding the Withholding Agent Requirements Under IRC
Section 1441; Depositing Tax Withheld;
-
Preparing and Filing a Correct Tax Return; What Should (and
Should Not) Be in Your Tax File?
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course
-
Advanced Preparation: This course does not require the
2022 Nonresident Alien Tax Compliance - Volume One
textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course
materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the
course materials prior to the course’s first class
- Length: 2 unit (conducted in one session of 75 minutes)
-
Method of Instruction: Group Internet Based Program
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What You Need to Know
What Participants Will Learn:
- Fast-paced review of basic concepts;
- Recent developments in this area;
- Documentation responsibilities; and
- Understanding and managing deadlines;
What is Included in the What You Need to Know Course:
-
Each Class is a Live 75-minute segment that includes 60 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- The What You Need to Know Course includes the following Classes:
- Key Issues for Nonresident Alien Tax Compliance provides an intensive review of key issues, along with a discussion of recent developments in order to provide experienced individuals with ‘what they need to know’.
- Documentation, Deadlines, and Responsibilities provides a high level review and discussion of necessary documentation, tax deadlines, and other withholding agent responsibilities.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services
Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Update : Generally for those with more than two years of experience in this
topic who need an Update of the recent issues
-
Prerequisites: : Participants must have attended or participated in our Comprehensive Course or
Intermediate Course Workshop or WEBshop within the past 36 months OR have at least two years of experience
working in nonresident alien tax issues
-
Advanced Preparation: This course does not require the
2022 Nonresident Alien Tax Compliance - Volume One
textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop
course materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save
or print the course materials prior to the course’s first class
- Length: 2 Units (conducted in two segments of 75 minutes each)
-
Method of Instruction: Group Internet Based Program
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Immigration and Tax Issues
What Participants Will Learn:
- An update on current immigration issues;
- How to manage the resulting tax issues.
What is Included in the Immigration and Tax Issues Course:
-
Each Class is a Live 90-minute segment that includes 75 minutes of instruction and
15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation;
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- International Student and Scholar Professionals;
- Controllers and University Legal or Business Officers;
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students,
Scholars, Employees, and Other International Visitors
Program Information:
- Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this courses
-
Advanced Preparation: This course does not require Advance Preparation; however, to access the
WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that participants
download/save or print the course materials prior to the course’s first class
- Length: 1 Unit (Conducted in a 90 minute session)
- Resource Recommendation: N/A
- Method of Instruction: Group Internet Based Program
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Payments to Foreign Entities
What Participants Will Learn:
- How to review transactions with foreign entities in order to determine the proper category of income;
- Specific issues related to making payments to foreign entities and companies;
- The rules and regulations for appropriate tax withholding and reporting requirements related to payments made to foreign entities; and
- What documentation and tax forms are required when entering into transactions with foreign entities
What is Included in the Payments to Foreign Entities Course:
- Each Class is a Live 75-minute segment that includes 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- This course includes all of the following Classes:
- The Payments Made to Foreign Entities WEBshop will focus on reviewing the most common categories of income typically paid to foreign entities.
- The Payment Made to Foreign Entities WEBshop will include a detailed discussion of common types of transactions with foreign entities, including a discussion of royalty payments, making payments to artists, performers, and agents, as well as making payments to foreign exempt organizations.
- The Payments Made to Foreign Entities WEBshop will review the required tax forms in connection with making payments to foreign entities, as well as an in-depth discussion of the withholding agent’s withholding and tax reporting obligations.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
- Purchasing Managers
Program Information:
- Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course; however, prior participation in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
- Advanced Preparation: This course does not require the 2022 Nonresident Alien Tax Compliance - Volume One textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the course materials prior to the course’s first class
- Length: 3 units (conducted in three sessions of 75 minutes each)
- Education: 4.5 CPE credits, Field of Study: Taxes (please review your state’s policies)
- Method of Instruction: Group Internet Based Program
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Immigration and Tax
What Participants Will Learn:
- How immigration and tax issues interact when making payments to foreign nationals;
- Specific tax issues in connection with the immigration statuses of B, F, H-1B, J, TN and WB/WT;
- How to determine which tax forms are required; and
- The rules and regulations for appropriate tax withholding and reporting requirements for certain types of payments
What is Included in the Immigration and Tax Course:
- Each Class is a Live 75-minute segment that includes 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- This course includes all of the following Classes:
- The Immigration and Tax WEBshop will review the most common immigration statuses as it relates to colleges, universities, and non-profit organizations, and will include a review of the immigration requirements for entering, working and studying in the U.S.
- The Immigration and Tax WEBshop will provide an in-depth discussion of the tax consequences when making payments to individuals present in certain types of immigration statuses, including B, F, H-1B, TN, and WB/WT immigration statuses.
- The Immigration and Tax WEBshop will cover the various tax forms, treaty exemptions, and tax compliance obligations required by the withholding agent.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
- International Student and Scholar Professionals; and
- Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
- Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course; however, prior participation in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
- Advanced Preparation: This course does not require the 2022 Nonresident Alien Tax Compliance - Volume One textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the course materials prior to the course’s first class
- Length: 3 units (conducted in three sessions of 75 minutes each)
- Education: 4.5 CPE credits, Field of Study: Taxes (please review your state’s policies)
- Method of Instruction: Group Internet Based Program
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Categories of Income
What Participants Will Learn:
- The importance of determining the category of income and the issues associated with doing so;
- How to analyze payment transactions to determine the appropriate category of income;
- What forms and documentation are necessary to meet tax compliance obligations; and
- The required tax reporting rules for the most common types of payments made to foreign nationals.
What is Included in the Categories of Income Course:
- Each Class is a Live 75-minute segment that includes 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- This course includes all of the following Classes:
- The Categories of Income WEBshop focuses on the issue of income category determination.
- The Categories of Income WEBshop provides an in-depth discussion of the most common payment types made to foreign nationals by colleges, universities, and nonprofit organizations.
- The Categories of Income WEBshop will review the required tax forms based on the various types of income payments, as well as discuss the tax withholding and reporting compliance obligations
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
- International Students and Scholars Professionals; and
- Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
- Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course; however, prior participation in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
- Advanced Preparation: This course does not require the 2022 Nonresident Alien Tax Compliance - Volume One textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the course materials prior to the course’s first class
- Length: 3 units (conducted in three sessions of 75 minutes each)
- Education: 4.5 CPE credits, Field of Study: Taxes (please review your state’s policies)
- Method of Instruction: Group Internet Based Program
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Nonresident Alien Quick Hits
What Participants Will Learn:
- Trending Issues, such as digital e-signature rules to record retention requirements
- Recent Developments, such as mandatory e-filing
- Other Frequently Asked Questions and Issues from our clients
What is Included in the Nonresident Alien Quick Course:
- Each Class is a Live 75-minute segment that includes 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- This course includes the following Classes:
- The Nonresident Alien Quick Hits WEBshop will review the most frequently asked questions from our clients.
- The Nonresident Alien Quick Hits WEBshop will continue the discussion of the frequently asked questions and issues from client, focus on recent developments in nonresident alien tax compliance, as well as discuss any scenarios or case study examples from attendees.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
- International Students and Scholars Professionals; and
- Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
- Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course; however, prior participation in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
- Advanced Preparation: This course does not require the 2022 Nonresident Alien Tax Compliance - Volume One textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the course materials prior to the course’s first class
- Length: 2 units (conducted in two sessions of 75 minutes each)
- Education: 3.0 CPE credits, Field of Study: Taxes (please review your state’s policies)
- Method of Instruction: Group Internet Based Program
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Advanced Issues
What Participants Will Learn:
- Discuss complex nonresident alien tax scenarios and case studies
- Overview of federal tax authorities and order of precedence
- Where to find available IRS and tax authority resources
- Best practices for responding to an IRS Notice
What is Included in the Advanced Issues Course:
- Each Class is a Live 75-minute segment that includes 60 minutes of instruction and 15 minutes of case study, participant discussion, and Q&A;
- Online Access to WEBshop Materials;
- Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
- Login instructions for each WEBshop Class included in the Course of Study;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
- Ability to take Post-WEBshop Evaluation; and
- This course includes all of the following Classes:
- The Advanced Issues WEBshop focuses on an in-depth advanced topics and complex nonresident alien tax issues and scenarios.
-
The Advanced Issues WEBshop provides an overview of federal tax authorities on which to rely when conducting tax research, as well
as guidance on finding IRS tools and resources; the discussion also provides instruction and guidance when IRS communications
and notices are received.
Who Should Participate:
- Nonresident Alien Tax Specialists and his or her backup;
- Tax Managers;
- Payroll and Accounting Managers and others in Payroll and Accounts Payable;
- Controllers and University Legal or Business Officers;
- International Students and Scholars Professionals; and
- Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
- Instruction Level: Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
- Prerequisites: There are no prerequisite course requirements for this course; however, prior participation in our Comprehensive Course or Intermediate Course Workshop or WEBshop is recommended
- Advanced Preparation: This course does not require the 2022 Nonresident Alien Tax Compliance - Volume One textbook; however, it may be a helpful resource if you have it. Additionally, in order to access the WEBshop course materials, a Pre-WEBshop survey must be completed. We also recommend that participants download/save or print the course materials prior to the course’s first class
- Length: 2 units (conducted in two sessions of 75 minutes each)
- Education: 3.0 CPE credits, Field of Study: Taxes (please review your state’s policies)
- Method of Instruction: Group Internet Based Program
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Preparing To Pay New Foreign Nationals Course:
What Participants Will Learn:
-
Overview of preparing to receive new Foreign Nationals;
-
When should the Nonresident Alien Tax Specialist collect information about the foreign national;
-
How to efficiently ensure all information is received timely;
-
Tips on what information should be collected; and
-
Tips on sending reminders and what to do when making a payment before the information is received.
What is Included in the Special Issues Course:
-
Online Access to WEBshop Materials;
-
Ability to submit Pre-WEBshop Survey, indicating specific issues of interest, as well as submission of questions and possible case studies;
-
Login instructions for the WEBshop Class included in the Course of Study;
-
A Class is a 75-minute segment that includes 55 minutes of instruction and 20 minutes of case study, participant discussion, and Q&A;
- Ability to access recorded WEBshop discussion and presentation for 30 days after the conclusion of the WEBshop;
-
Ability to take Post-WEBshop Evaluation.
Who Should Participate:
-
Nonresident Alien Tax Specialists and his or her backup;
-
Tax Managers;
-
Payroll and Accounting Managers and others in Payroll and Accounts Payable;
-
Controllers and University Legal or Business Officers;
-
International Exchange Program Administrators and International Student Services Department Administrators; and
-
Anyone Who Needs a Solid Base of Information on the Taxation of Foreign Students, Scholars, Employees, and Other International Visitors
Program Information:
-
Instruction Level: Focused - A Focused discussion to supplement any Beginning, Intensive or Update WEBshop
-
Prerequisites: Primary registrant must have participated in Comprehensive Level or Intensive Level (Workshop or WEBshop taught by Arctic International LLC) within the past 36 months of WEBshop registration
-
Advanced Preparation: None
-
Length: 1 Unit (conducted in one session of 75 minutes)
-
Resource Recommendations: 2015 Nonresident Alien Tax Compliance - Volume One
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Who are the instructors?
Donna E. Kepley
Anne-Marie Theophile 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 Theophile Burns
Ms. Theophile 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. Theophile Burns is a frequent presenter at regional and national conferences on
tax issues affecting the higher educational community, specifically
nonresident alien tax compliance issues. Ms. Theophile Burns is a licensed CPA.
Sara M. Mercer
Ms. Mercer is the Director, 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 has also has worked at two
universities in the financial accounting services departments, focusing on
financial reporting and higher education tax issues. Ms. Mercer is a
licensed CPA and attorney.
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, 2022 edition,
authored by Donna Kepley serves as the Comprehensive Course and Intermediate Course Tax WEBshops' primary text.
All Comprehensive and Intermediate Course WEBshop participants are required to have the WEBshop text,
Nonresident Alien Tax Compliance: Volume One - (2022) edition; the book may be
purchased prior to the WEBshop start date; please remember that this book is shipped
so allow time for receipt prior to WEBshop start dates.
All other materials will be made available to WEBshop participants electronically via
secure login to their Arctic Client Portal Profile. Materials will be available
approximately three days prior to the Class start date and will remain available
online for 30 days after the Class start date. Participants should download and/or
print materials prior to the Class start time.
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What is the right level of instruction for me?
All of the ARC Training Workshops and WEBshops are coded to identify our instruction level:
B - Basic Level : Generally for those with zero to two years of experience in this topic
I - Intermediate Level : Generally for those with more than two years of experience in this topic
U - Update : Generally for those with more than two years of experience in this topic who need an Update of the recent issues
A - Advanced Level : Generally for those with four or more years of experience in this topic
O – Overview : A Focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop
If you have any questions about which courses to combine or what is the correct level for you, please contact us at
info@arcticintl.com
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Can I participate in multiple WEBshops?
At Arctic International LLC, we want to empower our clients to better understand the
complex issue of nonresident alien tax so that they may more efficiently manage their
institution's process for making payments to foreign nationals. We strongly encourage
our clients to attend On-Site Workshops; however, we understand that budget issues and
time out of the office may not accommodate such training. Our WEBshop courses are
designed to complement one another on a variety of topics.
We also believe that being in compliance takes more than one well-trained person! The
"Nonresident Alien Tax Specialist" must not only have a back-up, but must have the
cooperation and understanding of many others at the institution, including those in
Payroll, Accounts Payable, Student Accounting, Human Resources, Controller's Offices,
General Counsel, Grants and Contracts, International Student and Scholar Office - and
just about anyone else who might be interested in the topic. As such, we encourage
institutions not to sign up ONE individual, but to sign up MANY individuals - and we
offer significantly discounted pricing to do so.
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Is CPE Offered for WEBshops?
Continuing Professional Education (CPE) credit is offered for all WEBshop courses. For CPE credit details,
please visit the following page to view specific CPE credits offered per course:
https://www.arcticintl.com/webshop_training_info.asp.
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.NASBARegistry.org.
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