Dates and Locations:
, Wednesday, November 19 at the Courtyard Cambridge hotel
Charlotte, Thursday, December 4 at the Courtyard University Research Park hotel
Chicago, Wednesday, October 1 at the Courtyard O'Hare hotel
Dallas, Wednesday, September 24 at the DFW Airport Marriott hotel
Denver, Friday, September 26 at the Courtyard Denver Airport hotel
Detroit, Wednesday, October 8, at the Courtyard Livonia hotel
Los Angeles, Friday, October 24 at the Courtyard LAX hotel
Minneapolis, Friday, October 3, at the Courtyard Bloomington hotel
San Jose, Wednesday, October 22 at the Courtyard San Jose Airport hotel
Combine this class with 1-day Form 1099 training on consecutive days at the
same location and take an additional 10% off your registration fee
Location information
COKALA offers you
practical training in
tax compliance
FORM 1042-S/1042, W-8, and FATCA BASIC TRAINING for 2014

1-day tax compliance training covering basic and NEW tax reporting &
withholding rules for documentation of payees on new Forms W-8,
withholding U.S. income tax, applying new presumption rules and reasons to
doubt documentation, and new documentation requirements created under
FATCA, the Foreign Account Tax Compliance Act
This extensively updated 1-day training program will explain tax compliance
requirements for Form 1042-S reporting for 2014, and changes in procedures and
forms for compliance with new rules under Chapter 4 of the Internal Revenue Code
(FATCA) and amended rules under Chapter 3 (withholding at source of payment to
nonresident alien individuals and entities), plus the long-awaited new series of Forms
W-8 for documentation of your foreign payees.
This training program will cover recommended policies and procedures to lessen the
risk of Form 1042-S noncompliance in your organization.   
And, your participation in this training program gives you three months of custom
support by Cokala's well-known tax technical compliance advisors, to help you with
questions come up your in daily work.

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 the NEW
    Forms W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8EXP, W-8IMY, as well as Form 8233,
    furnished as documentation of a payee's identify and status for tax purposes - and how
    these have changed under new FATCA regulations
  • Recognize elements that require you to doubt the documentation furnished by a payee on
    Form W-9, Forms W-8, or Form 8233 - and how these have changed under FATCA
  • 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.
    persons and entities
  • Prepare IRS Forms 1042-S on the NEW form for 2014, and Form 1042 which also has
    changed for 2014 for reconciliation of tax liabilities and deposits
Register by phone, fax, email or mail
By phone: call 734.629.5155.  Or, print registration form, fill it out and and fax to 734.428.0702, or
email to, or send by mail to COKALA Tax Information Reporting Solutions
LLC, PO Box 2224, Ann Arbor MI 48106.

Registration Fee
$490 standard course fee includes training program, course materials, followup support, and
breakfast and lunch
$398 class fee for early-bird registration, which requires payment in full a minimum of 40 days
prior to date of class

Additional discounts are available for companies with 3 or more people attending this class -
phone Cokala at 734.629.5155 or email for details

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
with 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 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, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.
                     Web site:

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