Your Form 1099, 1042-S and W-2 Answer People
COKALA is an advisory services firm offering experienced, efficient and practical help in meeting your
obligations for tax withholding, payee documentation, tax information reporting, and related issues of Forms
W-9, W-8, W-2, 1099, 1098, 5498, 945, 941, 1042, 1042-S, and state reporting.  We can support you
"on
call" with a subscription for custom question-and-answer service plus weekly federal and state tax updates,
or call us in for
special projects.
NEW:
Announcement 2014-15, One-per-year IRA rollover limitation: IRS intends to issue regulations to clarify that
the limitation applies on an aggregate basis to all IRAs of an individual (as in the recent
Bobrow case), but
will not apply to any IRA rollover distribution occurring before Jan. 1, 2015. (Mar. 20, 2014)
FinCEN new
proposed regulations for customer due diligence (August 4, 2014)
New
Form W-8BEN-E (released March 29, 2014) and Instructions           See below for training classes
New Form W-8BEN (released March 4, 2014) and Instructions
New Form W-8ECI (released March 4, 2014) and Instructions   
2006 versions of Forms W-8BEN, W-8ECI, W-8EXP still acceptable from foreign entities through 12/31/14
IRS
Publication 1220 for 2013
IRS
Publication 1187 for 2014 (electronic filing of Form 1042-S)
When you are served by the COKALA group, you enjoy the benefits of working with experienced, professional and
friendly people ... who have over 50 years of combined experience ... who understand and can help you navigate the
difficulties of complying with federal and state regulations ... with the responsiveness of a smaller firm, combined with
the highest level of expertise, and the ability to help you integrate tax regulatory compliance into practical operational
solutions.
COKALA Tax Information
Reporting Solutions, LLC
Please contact us to learn how we can help you:
COKALA Tax Information Reporting Solutions, LLC
P.O. Box 2224
Ann Arbor MI  48106
T:  734.629.5155
F:  734.428.0702
or send email to
office@cokala.com
Cokala state tax withholding and reporting data services (on-line lookup tables):
For financial products, securities, and retirement plans tax operations  (complete group of 10 tables)

For Form 1099-A, 1099-C and 1099-K state reporting information

For Accounts Payable tax operations  (4 tables, for corporate Accounts Payable and P&C Claims)

Form 1099 Tax Reporting Compliance for 2014 - 1-day training program
September 23, 2014 (Tuesday):  Dallas (at the DFW Marriott North hotel)
September 25, 2014 (Thursday):  Denver (at the Courtyard Denver Airport hotel)
September 30, 2014 (Tuesday):  Chicago (at the Courtyard O'Hare hotel)
October 2, 2014 (Thursday):  Minneapolis (at the Courtyard Bloomington hotel)
October 7, 2014 (Tuesday):  Detroit (at the Courtyard Livonia hotel)
October 9, 2014 (Thursday):  Detroit (at the Courtyard Livonia hotel)
October 21, 2014 (Tuesday):  San Jose CA (at the Courtyard San Jose Airport hotel)
October 23, 2014 (Thursday):  Los Angeles (at the Courtyard LAX hotel)
November 18, 2014 (Tuesday):  Boston (at the Courtyard Cambridge hotel)
December 3, 2014 (Wednesday):  Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1099 CLASS

Form 1042-S and FATCA Basic Tax Reporting Compliance for 2014 - 1-day training program
September 24, 2014 (Wednesday):  Dallas (at the DFW Marriott North hotel)
September 26, 2014 (Friday):  Denver (at the Courtyard Denver Airport hotel)
October 1, 2014 (Wednesday):  Chicago (at the Courtyard O'Hare hotel)
October 3, 2014 (Friday):  Minneapolis (at the Courtyard Bloomington hotel)
October 8, 2014 (Wednesday):  Detroit (at the Courtyard Livonia hotel)
October 22, 2014 (Wednesday):  San Jose CA (at the Courtyard San Jose Airport hotel)
October 24, 2014 (Friday):  Los Angeles (at the Courtyard LAX hotel)
November 19, 2014 (Wednesday):  Boston (at the Courtyard Cambridge hotel)
December 4, 2014 (Thursday):  Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1042-S/FATCA CLASS

Tax Withholding and Tax Information Reporting in Gaming Establishments
This training program is available for custom presentation at your location, or as a series of 5 webinars, taught by Jerri
LS Langer, JD, LLM.  For additional information, please contact Cokala at 734.629.5155.  

Books:
2013 Master Guide to Form 1099 Compliance, Marianne Couch, JD
AAPA Guide to Accounts Payable, 2013 edition, Jerri LS Langer, JD, LLM, and Mary Kallewaard