This new 1-day training program will equip you for compliance with Form 1099 tax reporting
requirements -- including changes for 2010 and some big changes that go into effect later but
require planning now such as new and proposed federal tax reporting developments involving
P-cards and other credit or debit cards, the "corporate exception" and proposals to eliminate it,
current and newly proposed requirements to withhold federal tax from vendor payments, the
B-Notice procedure, and penalties for Form 1099 reporting errors. Plus, three months of custom
support after training is included, to help you with questions that come up in daily work and year-end
reporting.
Please note that this class is not designed to address the complex issues that arise in securities,
bank financial instruments, mutual funds, retirement plan or IRA tax reporting. If your needs are in
those areas, please contact Cokala about alternate training programs.
requirements -- including changes for 2010 and some big changes that go into effect later but
require planning now such as new and proposed federal tax reporting developments involving
P-cards and other credit or debit cards, the "corporate exception" and proposals to eliminate it,
current and newly proposed requirements to withhold federal tax from vendor payments, the
B-Notice procedure, and penalties for Form 1099 reporting errors. Plus, three months of custom
support after training is included, to help you with questions that come up in daily work and year-end
reporting.
Please note that this class is not designed to address the complex issues that arise in securities,
bank financial instruments, mutual funds, retirement plan or IRA tax reporting. If your needs are in
those areas, please contact Cokala about alternate training programs.
COKALA offers you
practical training in
tax compliance
practical training in
tax compliance
 |  |  |  |
Form 1099 Tax Reporting for 2010 - 1-day training class
October 18 (Monday) in Detroit MI (Livonia location)
October 19 (Tuesday) in Cleveland (North Olmsted location)
October 28 (Thursday) in Charlotte NC (University Research Park location)
Early discount registration is open now for these locations.
Please check back later for additional locations.
Taught by Marianne Couch, JD
Learning Objectives:
October 18 (Monday) in Detroit MI (Livonia location)
October 19 (Tuesday) in Cleveland (North Olmsted location)
October 28 (Thursday) in Charlotte NC (University Research Park location)
Early discount registration is open now for these locations.
Please check back later for additional locations.
Taught by Marianne Couch, JD
Learning Objectives:
- Identify payments made during 2010 that must be reported to the IRS on a Form 1099
- Prepare for implementation of new federal laws affecting Form 1099-MISC reporting and the
reporting of payments made through P-cards and third-party payment networks - Identify specific categories of payees and payments that are not reportable
- Recognize the elements that require you to doubt the documentation furnished by a payee
on Form W-9, and how to identify the reportable payee when you have sole proprietors,
LLCs, or middlemen in the payment process - Identify payment situations in which your organization has a backup withholding obligation
- Prepare IRS Forms 1099 for 2010 and file with the IRS
- Find reporting requirements for states that have Form 1099 equivalent reporting
- Comply with IRS filing requirements for Form 945, reconciliation of withheld federal tax
Location information
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
$525 standard course fee includes training program, course materials, followup support, and
breakfast and lunch
$450 earlybird fee is a 10% discount, requires payment at least 45 days prior to program
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 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
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 and
cancellation, please contact our offices at 734.629.5155.
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
$525 standard course fee includes training program, course materials, followup support, and
breakfast and lunch
$450 earlybird fee is a 10% discount, requires payment at least 45 days prior to program
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 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
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 and
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 |