COKALA Tax Information Reporting Solutions, LLC


COKALA
Your Form 1099 and 1042-S Answer People



COKALA is a tax technical advisory firm offering experienced and practical help for tax regulatory compliance for Forms W-9, W-8, 1099, 1098, 5498, 1042, 1042-S, and the interface with employee W-2 reporting of certain reimbursements and fringes. We can support you with a subscription for custom question-and-answer service plus weekly federal news updates,or call us in for special projects. We also provide tax compliance training programs both on-line and in-person, and in private customized training at your location.



2022 FORM 1099 & FORM 1042-S/FATCA COMPLIANCE TRAINING with Cokala - choose in-person classes or live online classes
To register: a registration form is available at https://mcusercontent.com/8466b988a799e955498ec89fa/files/cc1707c5-a786-d3ad-2e79-77e2dd26723e/COKALA_Fill_in_Class_Registration_Form_051222.pdf or phone 734-358-7875. For class descriptions, see Training Classes page.

Live Online in real time: Form 1099 & 1042-S/FATCA compliance training classes
- 3-hr. workshop: Cokala offers 3-hour in-depth online workshops on specific topics several times each year. The Spring 2022 workshops have concluded, but please check back for information about future workshops.
- 1-day class: Form 1099 and W-9 Tax Compliance Training for 2022. Choose Thur. June 9 or Thur. Oct. 13 or Tue. Dec. 6.
- 1-day class: Basic Form 1042-S/FATCA/Form W-8 Tax Compliance Training. Choose Tue. July 12 or Tue. Oct. 18 or Tue. Dec. 13.

In-Person training classes for Form 1099 and 1042-S/FATCA in 6 cities September-December 2022.
Washington DC: Form 1099/W-9 on Wed. Sept. 21. Form 1042-S/W-8/FATCA 2-day class on Thur.-Fri. Sept. 22-23.
Boston: Form 1099/W-9 on Mon. Sept. 26. Form 1042-S/W-8/FATCA 2-day class on Tue.-Wed. Sept. 27-28.
Chicago: Form 1099/W-9 on Tue. Oct. 4. Form 1042-S/W-8/FATCA 2-day class on Wed.-Thur. Oct. 5-6.
Dallas: Form 1099/W-9 on Wed. Nov. 2. Form 1042-S/W-8/FATCA 2-day class on Thur.-Fri. Nov. 3-4.
Cleveland: Form 1099/W-9 on Tue. Nov. 29. Form 1042-S/W-8/FATCA 1-day class on Wed. Nov. 30.
Detroit: Form 1099/W-9 on Thur. Dec. 1. Form 1042-S/W-8/FATCA 1-day class on Fri. Dec. 2.

Custom training programs also available: email office@cokala.com for information or phone 734-358-7875.



CPE REcommended credit



In-person classes are a live group format. Live online classes are a group internet-based format. Program level is Basic there are no prerequisite requirements for Cokala classes and no advance preparation required.
CPE recommended credits: Workshops 3 hrs. 1-day classes 6 hrs. 2-day classes 13 hrs.
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: www.nasbaregistry.org.



Registration, Refund and Cancellation Policies for Training Programs

Registration: Fee covers attendance for one person.
Payment: Must be made prior to the first day of the program.

Substitutes: A substitute may attend in place of the original registrant. Please notify us in advance.
Confirmation: Each registration will be confirmed by email. If not received, please call 734-358-7875.

Refund: If you cancel a registration, a refund will be issued (less $50 administrative fee) if your cancellation is received by Cokala at least 7 business days prior to the first day of the program. Send written notice of cancellation to office@cokala.com.

Cancellation: In the event of cancellation by Cokala or a change in hotel location or date of the program, registrants will be notified by Cokala immediately by email and telephone. Cokala is not responsible for any travel or other expenses incurred by any participant due to a change in program, program date or hotel cancellation or change.

Questions: If you have questions which aren't answered by this policy information, please call Cokala at 734-629-5155 or emai office@cokala.com





COKALA Tax Information Reporting Solutions, LLC
Telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48106-2224
office@cokala.com