COKALA offers you
practical training in
tax compliance
NEW 2-day Form 1042-S, W-8, FATCA Tax Compliance class
Washington DC  -  Tuesday August 8 and Wednesday August 9, 2017

This new class for 2017 covers federal tax reporting & withholding rules for
documentation of payees on Forms W-8 (including further changes to some W-8
forms) for payments subject to I.R.C. chapter 3 (withholding at source on payments
to foreign individuals and entities) and chapter 4 (FATCA, the Foreign Tax Account
Compliance Act applicable to foreign entities for certain types of payments).  Topics
include withholding U.S. income tax, applying presumption rules to determine status
when you have no valid certification or documentation or there is reason to doubt
documentation, Form 1042-S and Form 1042 reporting including
form revisions,
code changes and new information required to be reported;
plus new rules that
affect your payments to foreign individuals and entities under amended Regulations
effective January 2017

This new 2-day class provides all of the basic training of our 1-day class plus a
deeper dive into the compliance requirements when an intermediary is in the chain
of payment such as an agent or a foreign pass-through entity,
plus detailed
instruction and hands-on practice with the form validity requirements for the W-8
series and Form 8233,
plus the new due diligence requirements for treaty benefit
claims of reduced withholding.   
Class Agenda   

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:
Suburban DC:  Courtyard Dunn Loring Fairfax hotel, 2722 Gallows Road, Vienna, Virginia
22180, telephone 703-573-9555.  The hotel is north of Lee Highway and very near the Dunn
Loring stop on the Orange Line of the Metro.  The hotel provides complimentary on-site
parking.  The on-site Bistro serves breakfast and dinner.  For overnight hotel accommodations,
call the hotel directly at 703-573-9555.

$850 per person standard fee for 2-day class
Multi-person discount if 3 or more people from your organization attend - send an email to for details or call 734-358-7875.
By phone: call 734.358-7875 or 734-629-5155.  
By email, mail or fax:  print  
and email it to info@cokalacom, or fax to 734.428.0702, or mail to COKALA Tax Information
Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.

This is a 2-day program, presented in a group-live format.  Program level is Basic; there is no
prerequisite requirement for this class, and no advance preparation required.

              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

Cokala is also registered with the Texas State Board of Accountancy as an approved provider of
CPE continuing education credit.

Cancellation, contact, or complaint information

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 and
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