Locations, 1-day Form 1042-S/W-8/FATCA class:
Birmingham AL
: Friday, September 29 at the Birmingham Marriott hotel, 3590 Grandview Parkway
Boston: Tuesday, October 24 at the Courtyard Boston Cambridge hotel, 777 Memorial Parkway,
Charlotte NC: Tuesday, September 26 at the Courtyard Billy Graham Parkway hotel, 321 W.
Woodlawn Road
Chicago: Wednesday, September 20 at the Springhill Suites O'Hare hotel, 8101 W. Higgins Rd.
Cincinnati: Tuesday, December 5 at the Courtyard Cincinnati Airport hotel, 3990 Olympic Blvd.,
Erlanger, Kentucky
Cleveland: Thursday, September 14 at the Courtyard Cleveland Airport North hotel, 24901 Country
Club Blvd.
Dallas: Tuesday, October 10 at the DFW Airport Marriott hotel, 8440 Freeport Parkway, Irving
Detroit: Tuesday, September 12 at the Courtyard Farmington Hills hotel, 33043 Hamilton Court,
Farmington Hills
Philadelphia: Tuesday, June 13 at the Courtyard Philadelphia Devon hotel, 762 W. Lancaster Ave.,
Phoenix: Friday, October 13 at the Courtyard Phoenix Airport hotel, 2621 W. 47th Street  
St. Louis: Friday, June 16 at the Courtyard St. Louis Westport Plaza hotel, 11888 Westline Industrial
Salt Lake City: Friday, December 8 at the Courtyard Marriott Downtown hotel, 345 West 100 South
San Francisco: Friday, November 10 at the Courtyard San Francisco Airport hotel, 1050 Bayhill
Drive, San Bruno
Seattle: Tuesday, November 7 at the Courtyard Seattle Southcenter hotel, 400 Andover Park West,
Washington DC: Friday, October 27 at the Courtyard Dunn Loring Fairfax hotel, 2722 Gallows Road,
Vienna VA
Hotel location information
COKALA offers you
practical training in
tax compliance

1-day and 2-day tax compliance training covering basic tax reporting &
withholding rules for documentation of payees on Forms W-8 (including
further changes to some W-8 forms), withholding U.S. income tax, applying
presumption rules when there is insufficient documentation or reason to
doubt documentation, and new documentation requirements created under
FATCA, the Foreign Account Tax Compliance Act; plus Form 1042-S and Form
1042 reporting including
form revision, code changes and new information
required to be reported;
plus new rules under amended Regulations
effective January 2017

Our 1-day training program is offered again in 2017, updated for 2017 reporting that
will be due to the IRS in March 2018.  See below for dates and locations.  Cokala
training programs include continental breakfast and lunch.  The class addresses tax
compliance requirements for Form 1042-S reporting for 2017 and changes in
procedures and forms for compliance with rules under Chapter 4 of the Internal
Revenue Code (FATCA) and Chapter 3 (withholding at source of payment to
nonresident alien individuals and entities), plus the series of Forms W-8 and 8233 for
documentation of your foreign payees (new versions effective in 2017), tax regulatory
changes, and the IRS Form 1042-S and Form 1042.

NEW 2-day Form 1042-S/W-8/FATCA class is also available,
    August 8 and 9, Washington DC, providing a deeper dive
 into all of the topics covered in the 1-day class plus hands-on
 practice with validation of form certifications and treaty claims.
2-day class agenda      2-day class additional information

Cokala programs for 1099 and 1042-S tax compliance are widely respected for
teaching the tax technical requirements in the context of real-life situations and
providing answers to the questions you bring to class.  In addition, your participation
in this training program gives you three months of custom support from Cokala's well-
known tax technical compliance advisors, to help you with questions come up your in
work after attending class.

Taught by
Marianne Couch, JD

Learning Objectives:
  • Distinguish between payments to U.S. persons (reportable to the Internal Revenue Service
    on Forms 1099) and payments to non-U.S. persons (reportable to the Internal Revenue
    Service on Forms 1042-S and 1042)
  • Recognize the elements required under federal tax regulations for validity of W-8 forms and
    Form 8233 which certify foreign beneficial owners of income and their status for tax
  • Recognize elements that require you to doubt the documentation furnished on Forms W-8
    or Form 8233 - and rules for "curing" or making presumption of status
  • Identify payments required to be reported on IRS Form 1042-S
  • Identify the correct amount of U.S. tax required to be withheld from payments to non-U.S.
    individuals and entities
  • Prepare IRS Forms 1042-S on the revised form for 2017, and Form 1042 for 2017 that
    reconciles tax liabilities and deposits
Register by phone, fax, email or mail   
By phone: call 734.629.5155.  Or, fill out registration form and fax it to 734.428.0702, or email
registration form to office@cokala.com, or send form by mail to COKALA Tax Information Reporting
Solutions LLC, PO Box 2224, Ann Arbor MI 48106.

Registration Fee
$490 standard registration.  Attend this class plus the 1099 class on the preceding day for a
combined reduced fee of $930 for both classes.  For early registration discount and discounts for
3 or more attending from your organization see

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 3:30 p.m.  Continental breakfast is provided beginning at 7:45 a.m.  Lunch is included as
part of the program at no additional charge.

       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:

COKALA is also registered with the Texas State Board of Public Accountancy as a CPE Sponsor
and with the Illinois Department of Financial and Professional Regulations as a Continuing
Professional Education Sponsor.

Cancellation and refund policies
Cokala 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 or 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