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Summer NRA Training

August 4 - 7, 2009
Doubletree Guest Suites
Boston, Massachusetts

Table of Contents:

Introduction

This training session addresses the often confusing and complex U.S. tax residency rules and the underlying immigration categories on which they are based. Prior to the main program, an optional afternoon session is offered on Tuesday for those who are new to the International Tax Navigator® or would like a refresher course.

The seminar provides:

Hands-on training on an easy-to-use, PC-based software solution that puts the expertise to comply with these complex rules into the hands of those responsible for NRA tax compliance.
Each registrant will have the use of a personal computer for all hands-on sessions.
Continuing education accreditation.
Free copy of the following Tax Guides from Windstar Publishing to be used as course textbooks as well as "A Guide To Selected U.S. Travel / Identity Documents For Law Enforcement Officers" prepared by the U.S. INS:
- A Guide for Filing IRS Forms 1042 and 1042-S (list price - $125.00)
- Tax Treaty Benefits for Foreign Nationals Performing U.S. Services (list price - $189.00)

Our Objectives

To identify what immigration categories and their related documents authorize payments to foreign nationals and how foreign nationals’ current and past immigration categories and U.S. days of presence determine U.S. tax residency.
To apply federal tax rules for determining the character and source of income and determine appropriated tax withholding and reporting documents based on U.S. tax residency of the income recipient and type of payment.
To determine the conditions that must be met by foreign nationals claiming exemptions from tax under income tax treaty provisions and the withholding documents required for exemption based on the payment.
To apply the International Tax Navigator® functionality to:
1) collect relevant immigration status and U.S. presence data
2) determine residency status
3) determine availability of treaty benefits on a case-by-case basis
4) complete required withholding documents for signature by income recipients
5) complete IRS reporting documents

Who Should Attend?

Tax managers and NRA tax administrators, controllers, directors, managers, and administrators responsible for international student programs, financial aid, payroll and accounts payable, and all others who need information on tax compliance and tax treaty exemptions for income payments to foreign persons and foreign entities.

Tuesday, August 4, 2009

9:30 – 10:30	Registration
10:30 – 12:00	Immigration Documents as Resources in Nonresident Alien Taxation
Presenter:	Terri Crowl
	Recognizing and Interpreting Immigration Documentation Who Gets What and Why? Key Features of Documents Coordinating Immigration and Other Documentation Importance of Maintaining Records of Immigration and Other Documents
12:00 - 1:00	Lunch provided by Windstar
1:00 - 2:15	Tax Rules of the Road
Presenter:	Paula Singer
	The "Four Highways” of Taxation Federal Income Taxes State Income Taxes Social Security (FICA) Medicare Taxes Income Tax Treaties Identify the Payee - NRA vs. RA Immigration Status U.S. Presence Identify the Character of Payment Type of Income Source of Income Identify the Tax Exemptions Code Exemptions and Required Conditions Income Tax Treaties Apply the Procedural Rules Special Wage Withholding Rules Withholding Forms - 8233, W-8BEN, W-9, etc. Reporting Forms - 1042-S Tax Return - 1042
2:15 - 2:30	Break provided by Windstar
2:30 - 4:00	Tax Navigator Basics and Examples
Presenter:	Connie Medico
	Quick overview of entire Tax Navigator System before going into specific functions Adding an Individual’s Record Using Your Sample Database Changing an Individual’s Data Deleting an Individual’s Record or Data Navigating Through the Basic Screens Understanding Reports
4:00 - 4:15	Break provided by Windstar
4:15 - 5:00	Tax Navigator Basics and Examples (Cont'd)
Presenter:	Connie Medico
	How to Enter and Change Immigration Information Immigration Status and “Primary Purpose” Performing the Substantial Presence Test Understanding the Logs Where Did My Forms Go? Entering Income Information Types of Income Scholarships Employment Compensation The Treaty Analysis and Reports Reading the Logs

Wednesday, August 5, 2009

7:30 - 8:30	Continental Breakfast provided by Windstar
8:30 - 10:00	Immigration Basics for Payroll Professionals
Presenter:	Linda Dodd-Major
	Definitions and Concepts Common Points of Confusion Understanding the Process Alien Visitors The Many Faces of J-1 Work Authorization Aliens and TINs The “no-match” Issue Prohibited payments
10:00 - 10:20	Break provided by Windstar
10:20 - 12:00	Windstar Solutions – Tax Navigator Overview
Presenter:	Connie Medico
	Windstar® Support On-line Training Windstar User’s Guide Windstar Quick Starts Windstar Users’ Website Windstarusers listserv Problem Resolution – FTP Email Support Windstar® Solutions International Tax Navigator® FNIS-Web-based Data Collection/Forms Delivery Security Administrator Utilities-Archiving, Databases, Exporting New Hires 1042-S Annual Processor Batch Processor Treaty Navigator Interfaces
12:00 - 1:00	Lunch provided by Windstar
1:00 - 2:30	Identify the Payee
Presenters:	Paula Singer and Gary Singer
	NRA or RA? Green Card Test Substantial Presence Test Days That Do Not Count Rules for “Exempt Individuals” Residency Start and End Dates Residency Elections
2:30 - 2:50	Break provided by Windstar
2:50 - 3:50	Determining Tax Residency and Year Income
Presenters:	Scott Annis and Jason Foley
	Entering and Changing Immigration Information Dealing With Holiday and Vacation Days Away Performing the Substantial Presence Test Redoing SPT Electing Residency Status Dealing With Changes in Immigration Status Residency Start and End Dates Residency Analysis Options Reading the Status Reports Entering Income Data What To Do When There Are No U.S. Days Computing Withholding Allowances Performing the Treaty Analysis Dealing With Out of System Payments Determining the “Primary Purpose” for the Visit Students J-1 Non-students H-1B Specialty Workers Reading the Treaty Analysis Log Redoing the Analysis TIN Issues Required Forms (8233, W-8BEN, W-9)
3:50 – 4:05	Break provided by Windstar
4:05 - 5:00	How Options and Settings Affect Results
Presenter:	Terri Crowl
	Setting Up Your Organization Setting Your Defaults SPT Treaty Forms Sending Data to Windstar
5:30 - 10:00	Windstar Special Event Enjoy a Night Out in Historic Boston On Wednesday evening, Windstar invites you on a trolley tour of historic Boston. Hop on the trolley directly from the Doubletree Guest Suites and see and hear the sights of historic Boston in a guided tour. Stop for shopping and dining at the famous Faneuil Hall Marketplace. See the Old State House, the Historic North End (Boston’s “Little Italy”), the USS Constitution, the Bunker Hill Monument, Beacon Hill, the Bull & Finch Pub (the inspiration for CHEERS!), MIT, Newbury Street, Chinatown, the Theater District and more! The tour includes a 1 1/2 hour stop in festive Faneuil Hall for supper - time to stretch your legs and enjoy the night's activities in downtown Boston. The tour is free to our attendees and $30.00 for family and friends (first come, first serve for first 20 people who sign up)!!

Thursday, August 6, 2009

7:30 - 8:00	Continental Breakfast provided by Windstar
8:00 - 8:30	What’s New at the IRS with Agent Bob Driscoll
	IRS international tax compliance initiative Form processing changes at the IRS Potential upcoming changes for year-end processing

CONCURRENT SESSIONS
8:30-10:00	LECTURE: Scholarships, Fellowships, and Wages
Presenter:	Paula Singer
	Scholarships, Fellowships, and Stipends Qualified (Nontaxable) Candidate for a Degree Defined Nonqualified (Taxable) Travel Grants Withholding - Tax Rates and Exceptions Withholding Allowances (Deductions) Forms and TIN Issues Form 1042-S Reporting Employment Income Form I-9 Information NRA Withholding Rules NRA Form W-4 NRA FICA Exception Student FICA Exception SSN Issues Form W-2 vs. Form 1042-S

8:30-10:00	HANDS-ON: Tax Navigator Questions and Answers
	Meet one-on-one with Windstar experts for personalized Tax Navigator instruction

10:00 – 10:20	Break provided by Windstar
10:20 – 12:00	LECTURE: Introduction to Income Tax Treaties
Presenter	Paula Singer
	What Treaties Do When Treaties Come Into Force Upcoming Tax Treaties and Protocols What Taxes Are Covered Who Can Have Treaty Benefits How Treaty Benefits Are Lost How Treaty Benefits Are Preserved Withholding and Reporting Forms

10:20 – 12:00	HANDS-ON: Tax Navigator Questions and Answers
	Meet one-on-one with Windstar experts for personalized Tax Navigator instruction

12:00 - 1:00	Lunch provided by Windstar
1:00 – 2:30	LECTURE: Treaty Benefits and Limitations
Presenter:	Terri Crowl
	Benefits and Limitations Required Payer Maximum Amounts Treaty Benefit Periods Benefits and Limitations for: Students Professors, Teachers, Researchers Independent Contractors Artists and Athletes Prizes and Awards Royalties Foreign Entities Withholding and Reporting Forms

1:00 – 2:30	HANDS-ON: Tax Navigator Questions and Answers (Cont'd)
	Meet one-on-one with Windstar experts for personalized Tax Navigator instruction

2:30 – 2:50	Break provided by Windstar
2:50 – 4:00	LECTURE: Considerations When Creating Policies and Procedures
Presenter:	Terri Crowl
	Ensuring You’re Kept In The Loop Campus Liaisons/Who to Have In Your Corner and How to Get Them There Gathering Basic Information What Documentation to Collect for Common Payment Types

2:50 – 4:00	Web-Based Data Collection and Forms Delivery (FNIS) – Part 1
Presenter:	Tom Penhale
	Use and Flow Administrative Functions – Part 1 Foreign National Function
4:00 – 4:15	Break provided by Windstar

4:15 – 5:00	LECTURE: Considerations When Creating Policies and Procedures (Cont'd)
Presenter:	Terri Crowl
	Continuation Class Examples

4:15 – 5:00	Web-Based Data Collection and Forms Delivery (FNIS) – Part 2
Presenter:	Tom Penhale
	Administrative Functions - Part 2 Advanced Features Email Options Forms Delivery

Friday, August 7, 2009
7:30 - 8:30	Continental Breakfast provided by Windstar
8:30 - 10:00	Honoraria and Service Fees
Presenter	Linda Dodd-Major
	B Honorarium Payments “Usual academic activities” 9/5/6 Rule Other recipients of “honoraria” - H-1Bs, J-1s, O-1s, etc. Withholding and Reporting TIN issues
10:00 - 10:20	Break provided by Windstar
10:20 - 12:00	Batch, Year-end, and 1042 Processing
Presenter	Gary Singer
	Substantial Presence Test (SPT) in Batch Treaty Analysis in Batch Reports on Changes 8843 Special Batches Interface Batches Tax Navigator Reports Who Must File Forms 1042/1042-S What Payments Are Subject to 1042-S Reporting Valid Form 1042-S Codes and Combinations Form 1042-S and 1042 Tax Returns Due Dates Processing Changes for Tax Year 2008 Dealing with 1042-S Errors
12:00 – 1:00	Lunch provided by Windstar
1:00 – 2:30	Payments to Foreign Entities and Accounts Payable Issues
Presenter	Paula Singer
	Steps to Follow Identify the vendor as US or foreign Identify the character of the income Determine the “source of income” Withholding certificates and their use W-8BEN W-8EXP W-8ECI The Framework for A/P Payments to NRAs and Foreign Entities Valid Documentation – Form W-8 series, Form 8233, Form W-9 and When to Use Them What to do When Documentation Is Lacking Or Invalid Issues: Royalties vs. Services Bundled Payment Travel Reimbursement

~ End of Program ~

Continuing Education

CPE credits - 28

Maximum Credit Hours: (based on a 50 minute credit hour)

CEU credits - 2.3

Maximum Credit Hours: (based on a 60 minute credit hour) .1 CEU is awarded for each hour of participation

RCH credits - 23

Maximum Credit Hours: (based on a 60 minute credit hour)

Field of Study: Taxes
Prerequisite: Those new to Tax Navigator software need to attend the Beginner session, Tuesday afternoon.
Level of Knowledge: Intermediate
Teaching Method: Group-Live, Hands-on Computer Instruction
Advance Preparation: Some experience with Tax Navigator software or attendance at Beginner session

Upon successful completion, attendees will receive a certificate of completion.

For information regarding administrative policies such as complaint and refunds contact our office at:
Email: training@windstar.com or
Phone: 781-551-5858 or 800-259-6398

Windstar Technologies, Inc. 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 addressed to the:
National Registry of CPE Sponsors
150 Fourth Avenue North, Suite 700
Nashville, TN 37219-2417
Web site: www.nasba.org

Windstar Technologies, Inc. is an Authorized CEU Sponsor and is entitled to use the certification mark of the International Association of Continuing Education and Training (IACET).

Windstar Technologies, Inc. is an Authorized RCH (Recertification Credit Hours) Sponsor and is entitled to use the certification mark of the American Payroll Association (APA).

Faculty

Gary Singer is a computer systems specialist and co-founder of Windstar Technologies, Inc., which develops and distributes software for nonresident alien tax compliance and case-by-case tax treaty analysis. Gary has over 30 years of experience designing, developing and managing complex computer software applications. Since 1994, he has devoted his attention to providing a software solution for nonresident alien tax compliance and tax treaty analyses for administrators making payments to foreign nationals and foreign entities.

Paula Singer, Esq. has advised individuals and businesses on tax planning and compliance for individuals relocating internationally since 1979. She is a partner in the tax law firm, Vacovec, Mayotte & Singer, and co-founder of Windstar Technologies, Inc. Paula concentrates her practice on cross border tax and legal matters for individuals and businesses. In 1995, she assisted the IRS with the design of the Form 1040NR-EZ Tax Return. Prior to entering law, Paula was a software developer for 10 years. She frequently lectures on international tax matters and has published numerous articles on international tax topics. In 2000, the founders of Windstar Technologies Inc. launched Windstar Publishing, Inc. Windstar Publishing produces an easy to understand series of books under the collective title U.S. Tax Guides for Foreign Persons and Those Who Pay Them® by Paula Singer.

Linda Dodd-Major is an attorney providing strategic consulting for U.S. immigration matters pertaining to business, investment, employment, and training as well as employment eligibility verification (Form I-9) compliance. Linda was nationally known for many years as creator and director of the INS’ Office of Business Liaison, in which capacity she was responsible for developing public information to raise awareness and understanding of laws prohibiting illegal employment and obtaining international services in the U.S. Her expertise involves conversion of complex, interrelated laws, regulations, policies, and procedures into practical options for lay as well as legal communities. A popular national and international lecturer, she focuses on key interrelationships among the overlapping, intersecting, and interdependent jurisdictions of many U.S. government and other entities including the Departments of Homeland Security, Justice (Office of Special Counsel), State, Commerce, Labor, Treasury and Defense as well as the IRS and Social Security Administration. Linda holds advanced degrees in law and international business from Rutgers and Georgetown Universities.

Scott Annis, Director of ERP Interfaces for Windstar Technologies, Inc., manages the technical hardware and software support for all of the Windstar Technologies Inc.products and its clients. In addition, Scott has developed custom software applications as well as custom client reports for Windstar products. During his sessions, Scott will concentrate on the technical aspects of implementing the International Tax Navigator®, mail merge, crystal reports and interfacing issues.

Terri Crowl has been working in the field of nonimmigrant taxation since the early 1990s, and joined the Windstar Technologies staff on a full time basis as Senior Product Support Analyst in March, 2007. In her current role, she assists clients with the Tax Navigator product including treaty analysis, processing procedures, system function analysis and product and tax issue training. She has been part of the Windstar staff on a part-time basis since 2001, and most recently served as the International Tax Coordinator at George Mason University in Fairfax, VA, where she oversaw all payments made by the university to nonimmigrants and ensured proper tax reporting and withholding. At Mason Terri provided tax preparation workshops for its nonresident alien population. In addition to Mason and Windstar training sessions, Terri has been a presenter at two International Tax Summits at St. Norbert College and at the Region VIII NAFSA conference.

Registration

August 4th:
Optional Beginner session (required for individuals new to Tax Navigator. Individuals who would like a basic refresher on the Tax Navigator are also welcome to attend.)
$350
(This can only be taken along with NRA Tax Training)

August 5th - 7th:
Early Bird Registration Rate – if paid by July 1, 2009
NRA Tax Training
$1,350 for the first attendee from an institution
$1,200 for the second and subsequent attendees

Regular Registration Rate – if paid after July 1, 2009
NRA Tax Training
$1,450 for the first attendee from an institution
$1,300 for the second and subsequent attendees

CLICK HERE to register.

Cancellation Policy

Cancelled registrations are subject to a $500 administrative fee. Transferred registrations are subject to a $250 administrative fee. Registrations can only be transferred once.

For information regarding our cancellation policy contact our office at:
Email: training@windstar.com or
Phone: 781-551-5858 or 800-259-6398

Hotel Information

Doubletree Guest Suites Boston
400 Soldiers Field Road
Boston, MA 02134-1893
617-783-0090

The Doubletree Guest Suites Boston is hosting all three 2009 NRA Tax Trainings. The Doubletree Guest Suites is located on the banks of the Charles River, just minutes from downtown Boston and its major attractions. Hotel features include:

Shuttle service to major tourist destinations in Boston and Cambridge and nearby train stations
Low cost transportation to and from Logan International Airport
High-def flat screen televisions in each room
Scullers Jazz Club
Free in-room internet access

A special discounted room rate of $169 (plus tax) per night for a single or double occupancy suite is available by calling the Doubletree Guest Suites directly at 617-783-0090 before July 14th. Mention you are with the Windstar Technologies training to receive the discount. You can also reserve your room online by clicking here.

Transportation

Airport Transportation:

Windstar has secured discounted transportation rates between Boston’s Logan International and the Doubletree Guest Suites with ETS Transportation. Rate and contact information is below:

ETS
Rate: $69 plus tax (one way) for transportation between Logan International Airport and the Doubletree Guest Suites.

Reservations must be made in advance by calling (888) 366-3388.

Please mention you are attending training with Windstar Technologies to receive the discount.

Car and Public Transportation Options:

The Doubletree Guest Suites is easily accessible via car or public transportation. Please see the hotel's website for more information.

Registration/Pricing Questions

Contact Paul Carpinella at paul.carpinella@windstar.com

For More Information

For information on happenings in the Greater Boston area, click on www.bostonusa.com.

Contact our offices at:

Windstar Technologies, Inc.
P.O.Box 800
1400 Providence Highway
Building 3, Suite 3250
Norwood MA 02062-0800
Phone: 781-551-5858 or 800-259-6398
Fax: 781-551-0808
Email: training@windstar.com

Nonresident Alien Tax Training

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