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 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:
Scroll down for information about Cokala classes in February and March 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.
Thursday, February 11: Form W-9 and W-8 Workshop (3-hour class)
Thursday, March 11: 20 Questions in Form 1099 and 1042-S Reporting for 2021 (3-hour class)
We also offer custom training; phone 734-629-5155 or write firstname.lastname@example.org.
Registration form for February and March 2021 classes
COKALA Tax Information
Reporting Solutions, LLC
|COKALA Tax Information Reporting Solutions, LLC
P.O. Box 2224
Ann Arbor MI 48106
734.629.5155 or 734-358-7875
February and March 2021 Form 1099 and 1042-S/FATCA compliance training
Form 1099 and W-8 Workshop
Thursday, February 11, 2021 - 3-hour tax compliance training class, 2 p.m. to 5 p.m. Eastern time
This NEW Live online class from Cokala provides practical training with real-life examples showing how to identify
which payees should furnish Form W-9, Form 8233 or a W-8 series form to certify status and provide the
information you need for accurate tax withholding and Form 1099 or 1042-S information reporting. Learn how to
review forms for validity (as the IRS expects you to do) before relying on them in regard to your Form 1099 or 1042-S
reporting obligations and whether you must withhold federal tax from a payment. Learn the tax regulations which
dictate a withholding or reporting treatment if you don’t receive a valid form. Learning objectives: -Recognize
element which require you to doubt the information furnished by a payee on Form W-9, W-8 or 8233; -Apply
regulatory presumption rules for status of payees that fail to furnish reliable certification of status.
20 Questions in Form 1099 and 1042-S Reporting for 2021
Thursday, March 11, 2021 - 3-hour tax compliance training class, 2 p.m. to 5 p.m. Eastern time
NEW class from Cokala, Live online for practical training in IRS Form 1099-MISC, 1099-NEC and 1042-S reporting.
Review regulatory requirements while working through 20 real-life fact situations which illustrate and clarify the
most challenging issues for 2021. Includes who’s an exempt payee; fact situations which require you to backup
withhold federal income tax from payments; reporting obligations for legal damages in settlements or judgements;
identifying “source” of income and foreign beneficial owners of income; who is reportable when there are co-payees
or income is assigned to someone else; and more. Learning objectives: -Identify payments made during 2021 that
must be reported to the IRS on Forms 1099-MISC, 1099-NEC or 1042-S; -Identify specific categories of payees and
payments that are not reportable; -Withhold federal income tax where required.
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: Each class, 3 credit hours
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.
Class registration fee $240. If attendee's company is a Cokala subscriber, $215.
Cancellation and refund policies
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 to resume live-on-site, in-person training classes in the Fall of 2021.
ABOUT 1099 training class
ABOUT 2-day 1042-S/FATCA training class
ABOUT 1042-S/FATCA training 1-day class