Which WEBshops Should I Participate In?

Arctic International LLC Offers a Variety of WEBshops and Workshops to Assist Your Institution in Achieving and Maintaining Compliance with Nonresident Alien Tax Issues.

For more information about each Course, select the Course Title:

Tell Me More
Schedule
Pricing
Register Now

Course Name Class Title Class ID
Comprehensive A Introduction to Nonresident Alien Tax Issues 151
Determining U.S. Tax Residency Status 152
Determining U.S. Tax Residency Status: Continued and Introduction to U.S. Taxable Income 153
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 154
Introduction to Income Tax Treaties: The Basics 155
FICA Tax Withholding, Tax Identification Numbers, the Basics of U.S. Tax Reporting, and Withholding Agent Responsibilities 156
Nonresident Alien Tax: Pulling It All Together 157
Comprehensive B Introduction to Nonresident Alien Tax Issues 151
Determining U.S. Tax Residency Status 152
Determining U.S. Tax Residency Status: Continued and Introduction to U.S. Taxable Income 153
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 154
Introduction to Income Tax Treaties: The Basics 155
FICA Tax Withholding, Tax Identification Numbers, the Basics of U.S. Tax Reporting, and Withholding Agent Responsibilities 156
Nonresident Alien Tax: Pulling It All Together 157
Intermediate Intensive Review of Nonresident Alien Tax Issues 320
In-Depth Scenarios Discussion 321
Income Tax Treaties How an Income Tax Treaty Works, General Concepts and Definitions 220
A Closer Look: Article by Article 221
Income Tax Treaty Forms; Reporting an Income Tax Treaty Exemption 223
Income Tax Treaties: Questions, Answers, and Discussion 224
Reporting and Year End Responsibilities Income Tax Treaty Renewal Process 521
Understanding the Withholding Agent Requirements, Depositing, Deadlines and Penalties. Form 1042 Preparation and Review. 522
Form 1042-S Preparation and Review. Documentation - What Should Be In Your Tax File? 523
Focus: Process FOCUS: Payments Made to Employees 401
FOCUS: Payments Made to Non-Employees 402
FOCUS: Payments Made through Student Accounting 404
FOCUS: Payments to Non-Individuals/Foreign Companies 406
Tax Research 101 - A Understanding How the Internal Revenue Code, Regs, Rulings, Procedures, Publications and Notices Interact 802
Conducting Tax Research 803
Immigration and Tax Issues Immigration Issues Update 951

Comprehensive Course: More Than Just the Building Blocks

The Comprehensive Course WEBshop is designed for individuals who have a basic level of understanding of nonresident alien tax issues. This is a fast-paced WEBshop 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 class, as well as time for individual questions. By the end of the WEBshop, all the steps are pulled together to ensure attendees get all the details, yet still see the big picture.

But the Comprehensive Course does not end after the online classes - the WEBshop continues on... Comprehensive Course registration allows participants access to ICE (Information, Communication, and Exchange) for one month after the WEBshop is completed - giving you another learning opportunity to build on your nonresident alien tax compliance knowledge base even after the WEBshop is over!

This WEBshop uses Nonresident Alien Tax Compliance: Volume One, 2022 edition; the book may be purchased prior to the WEBshop start date; however, the WEBshop participant should allow time for shipping.

More Info about WHO Should Participate and FAQs re Comprehensive Course

REGISTER NOW

Back to Course List


Intermediate Course

The Intermediate Course is designed for individuals who have more than two years of experience working with nonresident alien tax issues. It's important to ensure that you and your institution are using the latest information and are up to date on the issues. This Course also includes a review and discussion of real world scenarios on various nonresident alien issues. This WEBshop is designed for individuals who have a solid understanding of the issues and want to learn about changes and trends over the last year. During the Course, we will discuss scenarios that may arise at any institution.

This WEBshop uses Nonresident Alien Tax Compliance: Volume One, 2022 edition; the book may be purchased prior to the WEBshop start date; however, the WEBshop participant should allow time for shipping.

More Info about WHO Should Participate and FAQs re Intermediate Course

REGISTER NOW

Back to Course List


Income Tax Treaties Course

The Income Tax Treaties Course has been completely redesigned to focus on all aspects of income tax treaties! This WEBshop is designed for individuals who (i) are new to nonresident alien tax compliance issues, as well as (ii) have 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. In addition to the foundations of income tax treaties, we also look at the complexities, including the restrictive clauses. There is also an in-depth discussion about income tax treaties as they apply to artists/performers, payments to independent contractors, the business profits and royalty articles, as well as all the applicable tax treaty exemption forms. The classes are scheduled to allow for independent study between each class. Each 75 minute segment includes 55 minutes of instruction and 20 minutes of case study and Q&A.

More Info about WHO Should Participate and FAQs re Income Tax Treaties Course

REGISTER NOW

Back to Course List


Reporting and Year End Responsibilities

Are you ready for year-end? Will you be ready to begin the new tax year stress-free and with all the information you need to get off to a good start? This WEBshop will assist in understanding the withholding agent’s responsibilities, including nonresident alien tax reporting requirements. We will discuss the tasks that you should do throughout the year to ensure that the year-end transition goes smoothly. Your reporting statements should tell a "story" about the payee and his or her relationship with the withholding agent. This WEBshop is designed to alert participants about the information that must be collected, tracked and tested to ensure a smooth tax reporting process.

More Info about WHO Should Participate and FAQs re Reporting and Year End Responsibilities Course

REGISTER NOW

Back to Course List


Focus - Process Course

The Focus - Process Course provides rules and regulations relating to payments made to nonresident aliens by looking at different categories of income paid through ALL payment systems at an institution - payroll, accounts payable and student accounts. Many of our attendees deal only with ONE category of income or payments through ONE payment system. This WEBshop course is designed for those participants with responsibilities related to a specific category of income or a specific payment system. The segments are scheduled to allow for independent study between each class. Each 75 minute segment includes 55 minutes of instruction and 20 minutes of case study and Q&A.

More Info about WHO Should Participate and FAQs re Focus - Process Course

REGISTER NOW

Back to Course List


What You Need to Know

The What You Need to Know Course is designed to provide an overview of key nonresident alien tax issues to individuals with experience working with nonresident alien tax. It will be a fast-paced discussion of basic nonresident alien tax concepts, as well as a discussion of recent developments to ensure that you and your institution are up to speed. We will also include a discussion of the withholding agent’s responsibilities throughout the year, with a focus on documentation requirements and deadlines. This Course is designed for individuals who have an understanding of the basic concepts in this area of taxation and are interested in a fast-paced review course.

More Info about WHO Should Participate and FAQs re What You Need to Know Course

REGISTER NOW

Back to Course List


Tax Research 101 Course

The Tax Research course is about Understanding How the Code, Regs, Rulings, Procedures, Publications and Notices Interact! It's important for the tax professional to understand where to find Internal Revenue Code, Treasury Regulations, Revenue Procedures, with respect to the complex and unusual nonresident alien tax rules and regulations. The first class is dedicated to understanding the information available. The second class is about how to conduct tax research. This WEBshop is designed for individuals working in the area of nonresident alien tax compliance. Each 75 minute class includes 55 minutes of instruction and 20 minutes of case study and Q&A.

More Info about WHO Should Participate and FAQs re Tax Research Course

REGISTER NOW

Back to Course List


Special Issues Course: An Open Forum and Discussion on Various Tax Issues

These sessions will focus on discussions of current tax issues, including, but not limited to immigration issues for the tax/payroll professional, other nonresident alien tax issues, and general tax issues affecting tax-exempt organizations. Participants will have a chance to ask in-depth questions about situations happening at their institutions and to discuss more complex issues with the faculty and guest speakers, who are experts in their field. What a great opportunity to join other workshop participants in discussing the issues you face on a day-to-day basis!

More Info about WHO Should Participate and FAQs re Special Issues Course

REGISTER NOW

Back to Course List


Depositing, Reporting, and Documenting Course

The Depositing, Reporting, and Documenting WEBshop Course is about more than just reporting! This new course will focus on the process an institution must take to properly withhold, remit and report with respect to payments under IRC section 1441 – and, perhaps more importantly, how to document that it was done correctly and on time! Many nonresident alien tax specialists are not “tax people” so they may not be familiar with the “ins and outs” of the proper manner by which tax must be deposited. Often withholding agents think that “reporting” is simply putting numbers on a line on a tax return; however, the reporting requirements under IRS section 1441 are not the same as other tax returns and statements prepared by the institution. A different method of calculation and review of the data is necessary to properly report payments made to nonresident aliens. Reporting is one of the last steps so 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. The second class focuses on how to properly substantiate that all of the steps along the way were completed correctly and on time! What should (and should not) be in your institution’s tax file? Register for this course to find out. Each 75 minute class includes 55 minutes of instruction and 20 minutes of case study and Q&A.

More Info about WHO Should Participate and FAQs re Depositing, Reporting, and Documenting Course

REGISTER NOW

Back to Course List


Immigration and Tax Issues: What’s Happening RIGHT NOW in the Immigration World as related to Colleges, Universities, Hospitals, Museums and other Non-Profit Entities?

This WEBshop Course is designed for the tax, payroll, and International Students and Scholars professionals who need an update of how COVID-19 issues continue to impact immigration as related to foreign students, scholars, employees and guest speakers at educational and research institutions across the U.S.

Who’s in the U.S.? Who’s not in the U.S.? Who can enter the U.S? and When is the U.S. going to "open"? - All are important questions impacting the tax withholding and reporting of the payments your institution is and will be making in the coming months. The landscape of paying foreign nationals has quickly changed – and continues to change – have you considered the tax impact of these immigration changes? Institutions need up-to-date information about what’s happening now and what is anticipated in the coming months.

We are pleased to have Ms. Eleanor Pelta, Partner, Morgan & Lewis as a guest instructor for the immigration portion of this WEBshop Course. Ms. Pelta is a recognized leader in immigration and nationality law. She develops and performs nationwide I-9 compliance training for human resources personnel, and assists clients during immigration-related government audits. She frequently counsels tax and payroll managers regarding the US tax obligations of foreign nationals, as well as clients on legal and strategic issues arising from the international movement of high-ranking executives and expert staff. Her experience also extends into educational and exchange visa programs and she has worked with many of Arctic’s clients. Ms. Pelta co-authored “Immigration and Tax: At the Crossroads” with Arctic’s Donna Kepley. From 2011 until 2012, Ms. Pelta served as the president of the national immigration bar, the American Immigration Lawyers Association (AILA).

The class will feature Ms. Pelta and will focus specifically on what’s going on with immigration; Ms. Kepley and will focus on how to deal with the resulting tax issues. The class will have significant emphasis on questions from participants.

More Info about WHO Should Participate and FAQs re Immigration and Tax Issues: What’s Happening RIGHT NOW in the Immigration World as related to Colleges, Universities, Hospitals, Museums and other Non-Profit Entities?

REGISTER NOW

Back to Course List