Learning Objectives:
  • Identify payments made during 2017 that must be reported to the IRS on a Form 1099
  • Identify specific categories of payees and payments that are not reportable, and know what documentation you
    need in order to exclude a payment from 1099 reporting
  • Recognize the elements that require you to doubt the documentation furnished by a payee on Form W-9 (a NEW
    edition of Form W-9 is effective November 2017),  how to identify the reportable payee when you pay sole
    proprietors, LLCs, agents or middlemen; and how to identify exempt recipients  
  • Identify payment situations in which your organization has a backup withholding obligation, and what to do with
    the 28% you are required to withhold from the payment
  • Know how to prepare IRS Forms 1099 for 2017 and file with the IRS
  • Comply with IRS filing requirements for Form 945, the reconciliation of withheld federal tax

Please note that this class is not designed to address the complex issues that arise in securities, bank financial
instruments, mutual funds, retirement plan or IRA tax reporting.  If your needs are in those areas, please contact Cokala
about custom training by private webinar.

Birmingham AL
: Thursday, September 28 at the Birmingham Marriott hotel, 3590 Grandview Parkway, Birmingham
Boston: Monday, October 23 at the Courtyard Boston Cambridge hotel, 777 Memorial Parkway, Cambridge
Charlotte NC: Monday, September 25 at the Courtyard Billy Graham Parkway hotel, 321 W. Woodlawn Road
Chicago: Tuesday, September 19 at the Springhill Suites O'Hare hotel, 8101 W. Higgins Rd.
Cincinnati: Monday, December 4 at the courtyard Cincinnati Airport hotel, 3900 Olympic Blvd, Erlanger, Kentucky
Cleveland: Wednesday, September 13 at the Courtyard Cleveland Airport North hotel, 24901 Country Club Blvd.
Dallas: Monday, October 9 at the DFW Airport Marriott hotel, 8440 Freeport Parkway, Irving
Detroit: Monday, September 11 at the Courtyard Farmington Hills hotel, 33043 Hamilton Court, Farmington Hills
Philadelphia: Monday, June 12 at the Courtyard Philadelphia Devon hotel, 762 W. Lancaster Ave., Wayne
Phoenix: Thursday, October 12 at the Courtyard Phoenix Airport hotel, 2621 W. 47th Street  
St. Louis: Thursday, June 15 at the Courtyard St. Louis Westport Plaza hotel, 11888 Westline Industrial Drive
Salt Lake City: Thursday, December 7 at the Courtyard by Marriott Downtown hotel, 345 West 100 South
San Francisco: Thursday, November 9 at the Courtyard San Francisco Airport hotel, 1050 Bayhill Dr., San Bruno
Seattle: Monday, November 6 at the Courtyard Seattle Southcenter hotel, 400 Andover Park West, Tukwila
Washington DC: Thursday, October 26 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 training class
Taught by
Marianne Couch, JD

This 1-day training program is again offered in 2017, updated for 2017 to equip you for compliance with
general Form 1099 tax reporting requirements, payee documentation on Form W-9 (NEW Form W-9
effective November 2017), special concentration on Form 1099-MISC reporting, regulatory
requirements for backup withholding of tax, and the IRS compliance processes for incorrect TIN
notifications (B Notices) and information reporting penalties that may be proposed against your
organization.  It will also cover recommended policies and procedures to lessen the risk of Form 1099
noncompliance in your organization and help you prepare for the changes ahead.   
   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.
See below for dates and locations. Cokala training programs include continental breakfast and lunch.  
Register by phone, fax, email or mail -
By phone: call 734.358.7875 or 734.629.5155.  Or, fill out registration form and fax it to 734.428.0702, or email to
office@cokala.com, or send by mail to COKALA Tax Information Reporting Solutions LLC, PO Box 2224, Ann Arbor MI

Registration Fee
$490 standard registration.  Attend this class plus the 1042-S/W-8/FATCA class on the following day at the same
location 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.; 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 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 website: www.nasbaregistry.org.

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
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 and cancellation, please contact our
office 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