Your Form 1099 and 1042-S Answer People
COKALA is an advisory services firm offering experienced and practical help for tax regulatory compliance
for Forms W-9, W-8, 1099, 1098, 5498, 945, 1042, 1042-S, and the interface with employee W-2 reporting
of certain reimbursements and fringes.  We can support you with
a subscription for custom
question-and-answer service plus weekly federal news updates, or call us in for special projects.   

Form 1099 & 1042-S/FATCA compliance training with Cokala:
Scroll down for information about Cokala classes in April 2021.  
These classes are presented Live online in real time providing the same top level of course content,
live Q&A and followup Q&A support as the live-in-person onsite training Cokala has provided since 2007.


Wednesday, April 14: Basic Form 1099 and W-9 Tax Compliance Training for 2021 (1-day class)
Updated for compliance in 2021 payments and documentation and the 2021 forms due to the IRS in 2022

Wednesday, April 21: Basic Form 1042-S/FATCA/Form W-8 Tax Compliance Training (1-day class)

Updated for compliance in 2021 payments and documentation and the 2021 forms due to the IRS in 2022

                                                                     

                                                                                 
                                                                                
                                                                                
                                                                                   
COKALA Tax Information
Reporting Solutions, LLC
Form 1099 and 1042-S/FATCA compliance training with Cokala Live On-line
                                                                        
REGISTRATION FORM

Form 1099 and W-9 Tax Compliance Training for 2021
Wednesday, April 14, 2021 - 1-day tax compliance training class, 10 a.m. to 4:30 p.m. Eastern time
UPDATED for 2021 - Primary focus on Forms 1099-MISC and 1099-NEC as the IRS continues to make changes in
reporting on Form 1099-MISC and for the second year of reporting on the new Form 1099-NEC. Covers Form W-9
(requirements to obtain this form from payees and what it tells you); federal backup withholding of 24% federal tax
required on certain payments; rules for furnishing Form 1099 statements to payees; pending changes in IRS
requirements to file Forms 1099 electronically; Form 945 annual return required when tax has been withheld; and
how to process and respond to IRS Notices CP2100 and 972 CG. For additional information about this class, see
MORE ABOUT FORM 1099 1-DAY TRAINING CLASS
$380 standard registration fee; $342 attendee's company is a Cokala subscriber

Form 1042-S / FATCA / Forms W-8 Tax Compliance Training for 2021
Wednesday, April 21, 2021 - 1-day tax compliance training class, 10 a.m. to 4:30 p.m. Eastern time
UPDATED for 2021 - Basic tax compliance training on the regulatory requirements to determine status, withhold
U.S. tax and file IRS Form 1042-S for payments to foreign entities and foreign individuals. Addresses issues under
Internal Revenue Code chapter 3 (withholding at source of payment) and chapter 4 (FATCA, the Foreign Account Tax
Compliance Act). Includes review of Forms W-8 for certification of status; rules for presumption of status in the
absence of certification; federal deposit and Form 1042 filing for withholding tax liabilities; preparing Form 1042-S;
pending regulations including for cloud-based transactions. For additional information about this class, see
MORE ABOUT FORM 1042-S 1-DAY TRAINING CLASS
$380 standard registration fee; $342 attendee's company is a Cokala subscriber

These tax compliance classes are taught by Marianne Couch, JD, one of the founding partners of Cokala Tax
Group. She is a frequent lecturer at major tax conferences and the author of the
Master Guide to Form 1099
Compliance
and Master Guide to Form 1042-S Compliance. Marianne served on the IRS Information Reporting
Program Advisory Committee (IRPAC), where she was Chair of the IRPAC Subcommittee on Small Business and
Self-Employed (SBSE) tax issues. She received her JD, cum laude, from the Michigan State University School of
Law, and is a member of the State Bar of Michigan.

CPE recommended credits:  April 14 and 21 classes, 6 credit hours each.
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 through
its website: www.nasbaregistry.org.

Cancellation and refund policies
Privacy policy
Refunds:  Requests for refunds must be received in writing (email or mail) 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 office at 734.629.5155.

We're planning for a return to a limited number of  live-on-site, in-person training classes in the Fall of 2021.
COKALA Tax Information Reporting Solutions, LLC
P.O. Box 2224
Ann Arbor MI  48106
734.629.5155 or 734-358-7875
email office@cokala.com