Spring 2010 NRA Training

Doubletree Guest Suites
Boston, Massachusetts

Table of Contents:

• Introduction
• Our Objectives
• Who Should Attend?
• Schedule Outlines (Adobe PDF)
  • Lecture Track - April 27 - 28
  • Software Track - April 29 - 30
  • Combination Track - April 27 - 30
• Continuing Education
• Faculty
• Registration
• Hotel Information
• Transportation
• Registration/Pricing Questions

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. This training features dedicated tracks with consecutive days of substantive tax and immigration based lecture sessions followed by consecutive days of software training . This format gives you the flexibility to attend all four days of training, or just the two days that are specific to your needs.  

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 software 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.

Continuing Education

Field of Study: Taxes
Prerequisite: Those new to Tax Navigator software need to attend the Beginner track on Thursday 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 track and knowledge of nonresident alien tax issues

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

Early Bird Registration Rates - if paid by March 16th

Regular Registration Rates - if paid after March 16th

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 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 $139 (plus tax) per night for a single or double occupancy suite is available by calling the Doubletree Guest Suites  for reservations made before April 1st.  E-mail June Jennings, June.Jennings@hilton.com, to make your hotel reservations.  Please mention you are with the Windstar Technologies conference to receive the discount rate. .

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 with all taxes and gratuities included (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