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Overview

This workshop addresses a highly complex area of tax compliance and administration, focusing exclusively on the rules governing payments to nonresident aliens.  Designed for campus administrators who have direct involvement with processing payments to foreign students, scholars, faculty, and visitors, the Nonresident Alien Tax Issues workshop reviews the fundamentals and presents the latest regulatory developments in the international tax arena.  The highly technical material is supported and reinforced with interactive case studies, small group exercises, and joint discussions of current issues and best practices. NOTE:  This program is NOT designed for campus staff that are unfamiliar with nonresident alien tax rules. Who Should Attend: Tax managers Payroll directors and administrators Controllers/assistant controllers Prerequisites Working knowledge of tax issues related to foreign students and scholars. Course Level mid-level to high-level Fees Early Bird Rate Member: $599.00 Standard Rate (after 1/16/2006) Member: $649.00 Non-member: $799.00 To assure timely processing, mail-in registration is available only until the early bird deadline. Please postmark form by 1/16/2006. Online registration remains open until program reaches capacity. NOTE: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.

Schedule

Monday, February 13
7:30 AM	Continental Breakfast
7:30 AM	Registration and Continental Breakfast
8:15 AM	Welcome Remarks
8:30 AM	NRA Audits: the IRS Perspective (F. Kluss)
10:00 AM	Refreshment Break
10:15 AM	Review of Residency Status Determination (D. Kepley)
11:15 AM	Tax Withholding and Reporting for Nonresident Aliens (D. Kepley)
12:30 PM	Lunch
1:00 PM	Translating Tax Treaties (R. Locastro, A. Burns)
2:45 PM	Refreshment Break
3:00 PM	NRA Audits - How They're Going, What's Being Learned (Panel Discussion)
4:00 PM	Employing Foreign Nationals (M. O'Neill, B. Harding)
5:00 PM	Reception
Tuesday, February 14
7:30 AM	Continental Breakfast
8:00 AM	Case Studies: Problem Solving on Campus (facilitated by faculty)
10:15 AM	Refreshment and Check-out Break
10:30 AM	Acceptance Agents - a Review of New IRS Procedures
10:45 AM	Homeland Security Issues, Rules, & Penalties - Applying for ITINS, the W7s Process (L. Dodd Major, M. Spiegel)
12:00 PM	Networking Session
12:30 PM	Workshop Ends

Hotel/Logistics

Embassy Suites Hotel Scottsdale

At the Embassy Suites Phoenix - Scottsdale Hotel in Phoenix, AZ, your stay will be conveniently located across the street from the wonderful Paradise Valley Shopping Mall and only minutes from Downtown Scottsdale, Old Town Scottsdale, the Biltmore Fashion Park and the Scottsdale Fashion Square, you are sure to enjoy your visit to this Arizona hotel. The upscale Phoenix hotel is just a short drive from most Phoenix-Scottsdale attractions, such as Frank Lloyd Wright's Taliesin West, Downtown Phoenix and Chase Field, home of the Arizona Diamondbacks.  Take advantage of multiple dining options while enjoying expansive views of the golf course, or simply enjoy a drink in our lounge and watch the breathtaking Arizona sunsets, or choose to dine at one of our area restaurants.

 

When making reservations by phone, be sure to mention the block of rooms reserved by National Association of College and University Business Officers (NACUBO) for the specific workshop title.  

Visit the Embassy Suites Hotel Scottsdale website for details, including restaurants, amenities, and nearby attractions.

Room Rate

Single: $169

Double: $169

For reservations, call 800.362.2779.

Rates are guaranteed until 1/16/2006, subject to availability.

Please review our registration policies.

Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.

Dress

Casual business attire is appropriate.

Smoking

Smoking is not permitted at any meeting session or program event.

Additional Information

For additional information, please contact the following NACUBO staff members:

Kathleen Dunn
Program Manager
Professional Developement and Communications
kathleen.dunn@nacubo.org
202.861.2574

Mary Bachinger
Director, Tax Policy
Advocacy and Issue Analysis
mary.bachinger@nacubo.org
202.861.2581

Faculty

Anne-Marie Burns
Director, Tax Compliance
Arctic International LLC

Linda Dodd-Major
Director, Balance Consulting

Bertrand M. Harding, Jr. 
Tax Attorney

Donna E. Kepley
President
Arctic International LLC

Fred Kluss
Group Manager
Internal Revenue Service

Karen Lenzen
HR Systems Staff/Project Specialist
University of Nebraska

Richard J. Locastro
Senior Director, Tax Consulting Services
Arctic International LLC

Michael O'Neill
Manager, Financial Management
University of California, Office of the President

Doug Podoll
Director, International Student & Scholar Services
Georgia State University

Maxine Spiegel
Program Analyst, ITIN Program Office
Internal Revenue Service