COKALA offers you
practical training in
tax compliance
NEW 2-day Form 1042-S, W-8, FATCA Tax Compliance class
in Washington DC: July 25 and 26, 2018
in Detroit: September 13 and 14, 2018
in Dallas: November 28 and 29, 2018

This extended class for 2018 covers federal tax reporting & withholding rules for
documentation of payees on Forms W-8 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.  This 2-day class provides all of the basic training of our 1-day
Form 1042-S 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
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:
Location of this class in Washington DC, Detroit, and Dallas:   
   DC:  Courtyard Dunn Loring Fairfax
   Detroit:  Detroit Metropolitan Airport Marriott                                 
Location details
   Dallas:  location will be posted here soon

$925 per person standard fee for 2-day class (or if 3 or more will attend, call Cokala at
734-358-7875 for information about multi-person discount)
$830 if attendee's company is a Cokala subscriber
      Continental breakfast and lunch both days are included.
By phone: call 734.358-7875 or 734-629-5155.  
By email, mail or fax:  print  
and email it to office@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