Arctic International LLC

Why Choose Arctic's Workshops?
Who Should Attend?
Who Are The Instructors?
What Materials Will I Need?
What Is The Right Level Of Instruction For Me?
Can I Attend All Of The Workshops?
Will I Receive CPE Credit?
What Are the Registration Policies?
What Are the Workshop Learning Objectives?

If you truly want to develop solid skills and learn how to manage your nonresident alien tax compliance, then join us at our next Nonresident Alien Tax Compliance Workshop series. It's great to hear from speakers at other institutions, all types of firms and governmental agencies - You know the type - you sit there and listen to a long list of speakers talk about the same issues year after year. You might pick up some useful information, but when you leave, you don't really know how to apply it to the situations you encounter every day. Arctic International LLC is the leader in providing Tax Compliance Training.

Our approach is different - we teach based on a "building block" basis so that when our participants leave, they know how to work through a situation on a step-by-step basis to find the correct result. We teach you to understand how changing factors can change the results so that you can deal with the situations you encounter every day. It's great to know the correct answer; it's even better to know why it's correct!
We conduct "workshops" - not seminars or presentations - our participants do just that - participate. We have in-depth instruction, participant interaction, case studies, question/answer sessions, and even a few games.
Our workshops are taught by the leading professionals in the field of nonresident alien tax compliance. We advise a wide range of organizations on nonresident alien tax issues -including large public and multi-campus universities, small private colleges, hospitals, foundations, and governmental agencies. As recognized leaders in the nonresident alien tax field, our instructors have both the technical expertise and practical experience to answer your "real-life" questions and to offer practical workshop tips.
When we say "we wrote the book on nonresident alien tax compliance" - we did! Our books are used by institutions around the country as their guide for how to approach this complex issue and they are the basis for our training.
Our strength lies in our ability to "bridge the gap" between the complex tax law and the practical application of the law in your day-to-day activities.
We put issues in the context our participants will encounter them - we don't just give them a stack of papers and leave them feeling confused.
We don't believe in the "one-size fits all" approach to training - we offer five levels of instruction over multiple topics! You choose what's right for you, and if you're not sure, call us and we'll discuss what you're looking to accomplish with training. At Arctic, your training experience is geared to your skill level and interests!

Don't just take our word for it, ask any of the hundreds of tax managers, payroll directors and your colleagues who have attended our training workshops over the years!

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 Nationals

For thirty-one 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.

Who are the instructors?

Donna E. Kepley
Anne-Marie Theophile
Sara M. Mercer

Donna E. Kepley is President of Arctic International LLC, an international tax consulting firm specializing in nonresident alien tax compliance. Prior to forming Arctic, she served as Director of the International Tax & Legal Centre at KPMG's International Headquarters in Amsterdam, the Netherlands. Earlier in her career, Ms. Kepley was KPMG's National Director of Nonresident Alien Tax Compliance; she began her professional practice as Director of Tax Compliance Programs at Baker & McKenzie, an international law firm.

Ms. Kepley is the author of several books on nonresident alien tax issues and is a frequent speaker at national conferences. Her work focuses primarily on assisting colleges, universities, nonprofit organizations, and corporate entities with developing and maintaining tax compliance programs, establishing policies and procedures, delivering training programs, and reviewing or designing payment and reporting software systems.

Anne-Marie Theophile is a Director of Tax Compliance at Arctic International LLC. She has primary responsibility for controversy resolution issues and works closely with clients on nonresident alien tax compliance audits and reviews. Her expertise includes identifying nonresident alien target populations and determining historical tax exposure and liability.

Prior to joining Arctic, Ms. Theophile was a Senior Manager in KPMG LLP’s Exempt Organizations Tax Practice. In that role, she has worked with numerous nonprofit institutions to provide guidance on tax issues, with a primary focus on nonresident alien tax compliance.

Sara M. Mercer is a Director of Tax Consulting with Arctic International LLC. Her primary role is providing in-depth research and technical support to clients on nonresident alien tax compliance issues. Before joining Arctic, Ms. Mercer spent more than twelve years as a Senior Manager in KPMG LLP's Exempt Organizations Tax Practice, where she worked exclusively with tax-exempt organizations on tax compliance and consulting issues. She also brings prior higher education experience, having worked in the financial accounting services departments at two universities.

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, 2026 edition, authored by Donna Kepley serves as the Comprehensive Level and What You Need to Know Tax Workshops' primary text.

All Comprehensive and What You Need to Know workshop participants must bring their own copy of the 2026 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 access their materials for the workshop.

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 - Basic: Generally for those with zero to two years of experience in this topic

I - Intermediate: 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

F - Focused Topic: A Focused discussion to supplement any Beginning, Intensive or Update workshop

G - GLACIER: For GLACIER clients only

A - Advanced: Generally for those with four or more year of experience in this topic

O - Overview: A focused overview to supplement any Basic, Intermediate or Update Workshop or WEBshop

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	Non-Individuals/Foreign Companies: 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 . . . and the Forms
F	Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS
F	Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures

If you have any questions about which workshops to combine or what is the correct level for you, just contact us at info@arcticintl.com.

Can I attend all of the workshops?

The information in the Comprehensive Level and What You Need to Know 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 What You Need to Know workshop.

We do suggest the What You Need to Know class be taken with other workshop focus classes such as Scholarships, Fellowships, Grants , Stipends, Per Diems: From Start to Reporting, and the Income Tax Treaties: From Start to Exemption class. They are a perfect combination. In general, 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.

Will I receive CPE credit?

Continuing Professional Education (CPE) credit is offered for all Workshop courses. In accordance with the standards of the National Registry of CPE sponsors, CPE credits are granted based on a 50-minute hour. Following are estimates of the CPE credit awarded for each workshop; however, the final credits awarded depend on the agenda for each Workshop.

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.

CPE	Workshop
16.8	Comprehensive Level
8.4	What You Need To Know: Intensive Review of Nonresident Alien Tax Issues
3.2	Non-Individuals/Foreign Companies: From Contract to Reporting
3.2	Scholarships, Fellowships, Grants, Stipends, Per Diems: From Invitation to Reporting
5.8	Income Tax Treaties: From Start to Exemption-Article by Article . . . and the Forms
3	Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS
3	Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures

What are the Registration Policies?

All workshop registrations must be made online (Regardless of whether paying by ACH, Wire or credit card).
Checks are not accepted. Payment may be made via ACH, Wire or credit card. Payment must be received in full before the workshop. Space is only confirmed once payment is received; purchase orders are NOT accepted.
If payment is made via credit card, a Convenience Fee of 4% will be added to the total; there is no Convenience Fee if payment is made via ACH or Wire.
Full payment must be received not later than 48 hours prior to the start of the workshop; if not, workshop registration will be cancelled.
Arctic International LLC is a paperless firm. Any applicable workshop materials will be electronically provided to registered participants prior to the start of the workshop. The participant may wish to access the materials for use during the workshop; however, Arctic International LLC will not provide printed workshop materials.
Our workshops are designed for individuals from non-profit and/or federal/state governmental entities; we reserve the right to limit registration to such entities and/or charge a different registration fee to other types of entities. We further reserve the right to decline a registration request from any individual or institution for any reason. The GLACIER Users training may only be attended by employees of our GLACIER Clients.
The registration fee is for one participant; participants are subject to the rates listed in the Online Registration. The fee includes lunch (if registered for a Luncheon Session and lunch is provided), and specified workshop materials; the registration does not include travel, transportation, hotel room, or any additional books/meals or materials.
All Comprehensive Level workshop participants must have a copy of the workshop text, Nonresident Alien Tax Compliance: Volume One - (2026) edition; they may bring their own copy (2026 Edition only, no previous editions) or purchase the book at the special reduced workshop price.
What You Need to Know workshop participants must have the workshop text, Nonresident Alien Tax Compliance: Volume One - (2026) edition; they may bring their own copy or purchase the book at the special reduced workshop price.
The reduced workshop participant book prices are available only to workshop participants. Other individuals may purchase our Books at our regular prices.
Prerequisites: There are no prerequisite course work or experience levels required for the Comprehensive Level or Immigration Issues workshops. To register for the What You Need To Know workshop, participants must have attended our Comprehensive Level workshop or WEBshop. To participate in all other workshops, participants must have attended our Comprehensive Level or What You Need To Know workshops or the Comprehensive Level or Intermediate WEBshops;
Advance Preparation: To prepare for the workshops, you should take the Pre-Workshop Survey from your Client Portal Workshop Detail page, submit any special questions or cases you have, and access the materials prior to the workshop. Otherwise, there is no other advance preparation necessary.
All of our workshops are offered in a "Group-Live" setting (as designated by NASBA);
CPE credit is based on a standard process (1 CPE for each 50 minutes of instruction); For an estimate of the CPE credit for each workshop, click here.
At Arctic International LLC we are a paperless firm; ALL workshop registrations must be done online at our website. No paper registration forms are accepted.
Arctic International LLC may cancel any workshop due to low enrollment. In the unlikely event of a workshop cancellation, all registered participants will be notified by phone at least five business days before the workshop date. In the event of a cancellation, a Credit Notice will be issued to the registered institution that may be used for up to one year after the cancellation.
Arctic international LLC reserves the right to change the speaker for any workshop or session in if the speaker is no longer available or is unable to attend due to an emergency or other conflict.
If a registered participant is unable to attend, an alternate participant may attend or the registration may be canceled. Our registration cancellation policy is as follows: 30 days before workshop - Full refund or future workshop/book credit; 29-14 days before workshop - future workshop credit less $50 cancellation fee; less than 14 days before workshop, future workshop credit less $250 cancellation fee. If you have any questions regarding our refund/cancellation policy, please contact us at info@arcticintl.com.
If you have any questions about or would like to discuss our registration policies or other workshop issues, please contact us at info@arcticintl.com. We always appreciate your comments (positive or negative); please contact us at any time.
If you need additional information or require special assistance during the workshop, please contact Arctic International LLC at info@arcticintl.com.
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.

What are the Workshop Learning Objectives?

Participants in Arctic Workshops should:

Develop an understanding of the differences between the U.S. and Nonresident Alien Tax Systems;
Learn methods to correctly identify Nonresident Alien payees;
Learn how to correctly withhold tax from payments made to Nonresident Alien payees;
Learn what is required to be reported, and how to do so, with respect to payments made to Nonresident Alien payees; and
Develop best practices to better manage their institution's nonresident alien tax compliance issues through efficient policies and procedures.