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Workshop Training Information
Why Choose Arctic's Workshops?
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.
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!
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.
For twenty-nine 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.
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. 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.
Sara M. Mercer
Ms. Mercer is a 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 also has worked at two universities in the financial accounting services departments.
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."
Nonresident Alien Tax Compliance: A Guide for Institutions Making Payments to Foreign Students, Scholars, Employees, and Other International Visitors - Volume One, 2024 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 2024 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 | Paying a Foreign Entity: From Contract to Reporting |
| O | Scholarships, Fellowships, Grants, Stipends, Per Diems: From Invitation to Reporting |
| O | Income Tax Treaties: From Start to Exemption - Article by Article |
| F | Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS (NEW!) |
| F | Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures (NEW!) |
If you have any questions about which workshops to combine or what is the correct level for you, just 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.
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 |
|---|---|
| 16.5 | Comprehensive Level |
| 8 | What You Need To Know: Intensive Review of Nonresident Alien Tax Issues |
| 3 | Paying a Foreign Entity: From Contract to Reporting |
| 3 | Scholarships, Fellowships, Grants, Stipends, Per Diems: From Invitation to Reporting |
| 5.5 | Income Tax Treaties: From Start to Exemption - Article by Article |
| 3 | Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS (NEW!) |
| 3.5 | Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures (NEW!) |
What are the Registration Policies?
What are the Workshop Learning Objectives?
Participants in Arctic Workshops should:
