Dates and Locations:
Chicago, Wednesday October 10, at the Courtyard/Marriott O'Hare
Dallas, Wednesday October 24, at the Courtyard/Marriott DFW Airport North
Atlanta, Wednesday October 31, at the Embassy Suites Atlanta Airport
Detroit, Wednesday November 14, at the Courtyard/Marriott Livonia
Charlotte NC, Friday November 30
Combine this class with 1-day Form 1099 training on the previous day
and save 10%
Chicago, Wednesday October 10, at the Courtyard/Marriott O'Hare
Dallas, Wednesday October 24, at the Courtyard/Marriott DFW Airport North
Atlanta, Wednesday October 31, at the Embassy Suites Atlanta Airport
Detroit, Wednesday November 14, at the Courtyard/Marriott Livonia
Charlotte NC, Friday November 30
Combine this class with 1-day Form 1099 training on the previous day
and save 10%
COKALA offers you
practical training in
tax compliance
practical training in
tax compliance
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Form 1042-S/1042 tax reporting & withholding on payments to non-U.S.
individuals and entities
1-day training class
This new 1-day training program will explain tax compliance requirements for Form
1042-S reporting -- including current requirements for calendar year 2012 reporting,
and a look at the changes to be implemented under new FATCA law.
This training program will cover recommended policies and procedures to lessen the
risk of Form 1042-S noncompliance in your organization.
And, your participation in this training program gives you three months of custom
support by Cokala's well-known tax technical compliance advisors, to help you with
questions come up your in daily work.
Taught by Marianne Couch, JD
Learning Objectives:
individuals and entities
1-day training class
This new 1-day training program will explain tax compliance requirements for Form
1042-S reporting -- including current requirements for calendar year 2012 reporting,
and a look at the changes to be implemented under new FATCA law.
This training program will cover recommended policies and procedures to lessen the
risk of Form 1042-S noncompliance in your organization.
And, your participation in this training program gives you three months of custom
support by Cokala's well-known tax technical compliance advisors, to help you with
questions come up your in daily work.
Taught by Marianne Couch, JD
Learning Objectives:
- Distinguish between payments to U.S. persons (reportable to the Internal Revenue Service
on Forms 1099) and payments to non-U.S. persons (reportable to the Internal Revenue
Service on Forms 1042-S and 1042) - Recognize the elements required under federal tax regulations for validity of Forms W-9, W-
8BEN, W-8ECI, W-8EXP, W-8IMY, and 8233 furnished as documentation of a payee's
identify and status for tax purposes - and how these are changing under new FATCA law - Recognize elements that require you to doubt the documentation furnished by a payee on
Form W-9, Forms W-8, or Form 8233 - and how these are changing under new FATCA law - Identify payments required to be reported on IRS Form 1042-S
- Identify the correct amount of U.S. tax required to be withheld from payments to non-U.S.
persons and entities - Prepare IRS Forms 1042-S and 1042, including reconciliation of the deposits of tax
liabilities accrued throughout the calendar year
Register by phone, fax or mail
By phone: call 734.629.5155. By mail: print registration form and fax to 734.428.0702, or mail to
COKALA Tax Information Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.
Registration Fee
$490 standard course fee includes training program, course materials, followup support, and
breakfast and lunch
$392 class fee for early-bird registration, which requires payment in full a minimum of 40 days
prior to date of class
Additional discounts are available for companies with 3 or more people attending this class -
phone Cokala at 734.629.5155 or email info@cokala.com for details
This program is presented in a group-live format. Program level is Basic; there is no prerequisite
requirement for this class, and no advance preparation required. Class begins at 8:15 a.m. and
ends at 4:00 p.m. (Continental breakfast is available beginning at 7:45 a.m.)
CPE RECOMMENDED CREDITS: 7.5
COKALA Tax Information Reporting Solutions, LLC is registered with the
National Association of State Boards of Accountancy (NASBA) as a 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.
Cancellation and refund policies
Cokala privacy policy
Refunds: Requests for refunds must be received in writing at least seven business days prior to
the first day of the program, and are subject to a $50 cancellation fee.
For more information regarding administrative policies such as complaint, refund or cancellation,
please contact our offices at 734.629.5155.
By phone: call 734.629.5155. By mail: print registration form and fax to 734.428.0702, or mail to
COKALA Tax Information Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.
Registration Fee
$490 standard course fee includes training program, course materials, followup support, and
breakfast and lunch
$392 class fee for early-bird registration, which requires payment in full a minimum of 40 days
prior to date of class
Additional discounts are available for companies with 3 or more people attending this class -
phone Cokala at 734.629.5155 or email info@cokala.com for details
This program is presented in a group-live format. Program level is Basic; there is no prerequisite
requirement for this class, and no advance preparation required. Class begins at 8:15 a.m. and
ends at 4:00 p.m. (Continental breakfast is available beginning at 7:45 a.m.)
CPE RECOMMENDED CREDITS: 7.5
COKALA Tax Information Reporting Solutions, LLC is registered with the
National Association of State Boards of Accountancy (NASBA) as a 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.
Cancellation and refund policies
Cokala privacy policy
Refunds: Requests for refunds must be received in writing at least seven business days prior to
the first day of the program, and are subject to a $50 cancellation fee.
For more information regarding administrative policies such as complaint, refund or cancellation,
please contact our offices at 734.629.5155.
| COKALA Tax Information Reporting Solutions, LLC - telephone 734.629.5155 PO Box 2224, Ann Arbor MI 48105-2224 - fax 734.428.0702 |