Which Workshop Should I Attend?

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

Please make your hotel reservations using the link found in the “Locations” section above.

For more information about our workshops, click on the links below.

Comprehensive Level

The Comprehensive Level workshop is designed for individuals who have a basic level of understanding of nonresident alien tax issues and have worked in the area for about a year. This is a fast-paced workshop 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 section, as well as time for individual questions. By the end of the workshop, all the steps are pulled together to ensure attendees get all the details, yet still see the big picture.

The Comprehensive Level workshop uses Nonresident Alien Tax Compliance: Volume One, 2024 edition as its manual. Workshop attendees are required to have the Volume One, 2024 edition text with them at the workshop; attendees may bring their own copy or purchase one in addition to their workshop registration.

When: TBD
Where: TBD

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What You Need To Know: Intensive Review of Nonresident Alien Tax Issues

This workshop is designed for individuals who have several years of experience in working with nonresident alien tax issues BUT, it’s about more than just the rules and regulations! We take a one day in-depth look at the complex issues surrounding nonresident alien taxation There will be a review of the "10 Steps to Nonresident Alien Tax Compliance," as well as take an in-depth look at the complexities of nonresident alien taxation. We focus on residency status, tax withholding and reporting issues, including a review of sample situations in Volume One. Participants will also have a chance to ask in-depth questions about scenarios happening at their institution. This workshop is designed for individuals who are experienced in nonresident alien tax compliance. What a great opportunity to join other workshop participants in discussing the issues you face on a day-to-day basis!

The What You Need To Know workshop uses Nonresident Alien Tax Compliance: Volume One, 2024 edition as its manual. Workshop attendees are required to have the Volume One, 2024 edition text with them at the workshop; attendees may bring their own copy or purchase one in addition to their workshop registration.

To register for this Workshop, you must have participated in the Arctic International LLC Comprehensive Level Workshop or WEBshop.

When: TBD
Where: TBD

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Withholding Agent Responsibilities: Tax Research, Withholding Agent Tasks, Deposit Rules and How to Handle Communication from the IRS  (NEW!)

This class will focus on the day-to-day issues withholding agents encounter in monitoring and managing the institution’s tax compliance program, along with tips to be more proactive and find answers to your tax questions. It's important to ensure that you and your institution are using the latest information and are up to date on the issues. We will also review how to conduct tax research, as well as what to do if the IRS contacts your institution. This workshop is designed for individuals who have been working in this area of taxation for several years, have a solid understanding of the issues, and simply want to find out about changes and trends over the last year.

When: TBD
Where: TBD

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Income Tax Treaties: From Start to Exemption - Article by Article

This workshop addresses the issues of income tax treaties from the start right through the exemption. Not only will this workshop focus on the basics of how an income tax treaty works , but also complexities of its application, including the restrictive clauses, payments to artists/performers, payments to independent contractors, the business profits articles. We will also spend time reviewing all of the applicable forms and reporting related to income tax treaty exemptions. Individuals who attend this session must have attended the Comprehensive Level (either during this Workshop Series or in the past two years) or have a solid working knowledge of nonresident alien tax compliance.

When: TBD
Where: TBD

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Paying a Foreign Entity: From Contract to Reporting

This workshop will focus on the issues associated with making payments to foreign entities. This workshop will begin looking at the potential payment from when the contract is created, the type of income paid, the source of the income and end with the reporting. The discussion will also include payments for agents on behalf of foreign performers, as well as payments to foreign tax exempt orgs. Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series.

When: TBD
Where: TBD

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Scholarships, Fellowships, Grants, Stipends, Per Diems: From Invitation to Reporting

This workshop will focus on the issues associated with making payments to students, researchers, short-term program participants, fellows, etc. This workshop is dedicated to addressing the difficult situations institutions deal with in making this type of payment. Additional time will be spent on determining when a tax liability has occurred as a result of scholarship payments - both cash and non-cash. Participants in this workshop must have attended the Comprehensive Level workshop either during this or a prior workshop series. This workshop will focus not only on the "What" (the specific tax withholding and reporting rules related to payments made to employees), but more importantly on the "How" (the process and procedures applicable to payments made through these areas - what needs to be considered and how to approach it).

When: TBD
Where: TBD

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Nonresident Alien Tax Program: Responsibilities of the Nonresident Alien Tax Specialist and Review/Update of Policy and Procedures  (NEW!)

In this class, we will take an in-depth look at the role, responsibilities and “day-to-day” tasks associated with being the Nonresident Alien Tax Specialist. We will then turn our focus to discussing tips for reviewing and updating the institution’s nonresident alien tax compliance policy and payment procedures. This workshop is designed for individuals of all levels of experience in nonresident alien tax compliance issues. This is a great opportunity to join other workshop participants in discussing how to achieve efficient policy and procedures to ensure a solid compliance posture.

When: TBD
Where: TBD

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