If you are making payments like these, this is the
training program you need to attend
training program you need to attend
- Services of a foreign consultant, professional, or
independent contractor - A foreign company that does work for you in the
United States - Royalties to a foreign person or foreign entity
- Rights to use a process, a logo, an endorsement,
a technical application from a foreign company or
individual - Rent for foreign-owned property
- Honorarium payments to foreign individuals
- Scholarships, fellowships or grants to foreign
students or researchers - Compensation to foreign athletes, entertainers or
artists - Compensation to foreign workers, teachers,
professors, directors
COKALA offers you
practical training in
tax compliance
practical training in
tax compliance
 |  |  |  |
Nonresident Alien Payments: Form 1042-S, W-8, 1042 Tax Compliance
Updated 2011 class includes changes under FATCA, new law effective in 2013
September 13 and 14 (Tuesday and Wednesday) in Santa Clara, California
Taught by Marianne Couch, JD, of Cokala, with special course segments taught
by Linda Dodd-Major, Esq., and Paula Singer, Esq.
Learn to understand and work effectively with these vital issues that are the focus
of IRS Tier I tax compliance audits:
- What types of payments are subject to the "1042" withholding and reporting
rules? How are "sourcing" rules applied to services, royalties, or electronic data?
- Which foreign payees are eligible to receive payments from you?
- What documentation do you need from foreign individuals and foreign
companies? How can you obtain it electronically?
- How can you tell if a Form W-8 is sufficient for the claim made by the payee?
- When must you withhold tax from payments, and how much?
- How to prepare and file year-end Forms 1042-S and 1042
Followup support is included for 3 months following your training program - simply
email your questions as they come up in day-to-day work.
Updated 2011 class includes changes under FATCA, new law effective in 2013
September 13 and 14 (Tuesday and Wednesday) in Santa Clara, California
Taught by Marianne Couch, JD, of Cokala, with special course segments taught
by Linda Dodd-Major, Esq., and Paula Singer, Esq.
Learn to understand and work effectively with these vital issues that are the focus
of IRS Tier I tax compliance audits:
- What types of payments are subject to the "1042" withholding and reporting
rules? How are "sourcing" rules applied to services, royalties, or electronic data?
- Which foreign payees are eligible to receive payments from you?
- What documentation do you need from foreign individuals and foreign
companies? How can you obtain it electronically?
- How can you tell if a Form W-8 is sufficient for the claim made by the payee?
- When must you withhold tax from payments, and how much?
- How to prepare and file year-end Forms 1042-S and 1042
Followup support is included for 3 months following your training program - simply
email your questions as they come up in day-to-day work.
Locations Course Content and Objectives
Register: 2-day class
To register by phone: call 734.629.5155. By mail: print registration form and fax to
734.428.0702, or email to info@cokala.com, or send by mail to COKALA Tax Information
Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.
Fees
2-day course: $880 standard fee; $748 earlybird fee if paid 30 days prior to class
Additional discounts if 3 or more people attend from your organization (please call
Cokala at 734.629.5155 for details)
Fee includes training, course materials, followup support, and breakfast and lunch
Faculty presentations begin at 8:15 a.m. and end at 4:00 p.m.
CPE RECOMMENDED CREDITS: 15 for 2-day course.
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 submitted to
the National Registry of CPE Sponsors through its website:
www.learningmarket.org.
AMERICAN PAYROLL ASSOCIATION Approved Provider
2-day course is approved by APA for
12.5 Recertification Credit Hours
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: 2-day class
To register by phone: call 734.629.5155. By mail: print registration form and fax to
734.428.0702, or email to info@cokala.com, or send by mail to COKALA Tax Information
Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.
Fees
2-day course: $880 standard fee; $748 earlybird fee if paid 30 days prior to class
Additional discounts if 3 or more people attend from your organization (please call
Cokala at 734.629.5155 for details)
Fee includes training, course materials, followup support, and breakfast and lunch
Faculty presentations begin at 8:15 a.m. and end at 4:00 p.m.
CPE RECOMMENDED CREDITS: 15 for 2-day course.
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 submitted to
the National Registry of CPE Sponsors through its website:
www.learningmarket.org.
AMERICAN PAYROLL ASSOCIATION Approved Provider
2-day course is approved by APA for
12.5 Recertification Credit Hours
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.
| This updated program for 2011 is brought to you by Cokala Tax and WINDSTAR Technologies, helping you navigate the complex challenges of U.S. tax and immigration rules. |
| COKALA Tax Information Reporting Solutions, LLC - telephone 734.629.5155 PO Box 2224, Ann Arbor MI 48105-2224 - fax 734.428.0702 |
