Locations in 2019 - 1-day Form 1042-S / W-8 / FATCA class:
- Cleveland, September 10 at the Cleveland Airport North hotel, North Olmsted OH
- Raleigh-Durham, September 24 at the Raleigh-Durham Airport/Morrisville hotel, Morrisville NC
- Birmingham AL, September 27 at the Birmingham Marriott hotel
- San Francisco, November 8 at the Courtyard San Francisco Airport hotel, San Bruno CA
- Chicago, December 3 at the Courtyard O'Hare hotel, Des Plaines IL
- Cincinnati, December 6 at the Residence Inn Cincinnati Airport hotel, Erlanger KY

Hotel location information
COKALA offers you
practical training in
tax compliance

1-day and 2-day tax compliance training covering basic tax reporting &
withholding rules under Code chapter 3 and chapter 4 (FATCA) for
documentation of payees on Forms W-8 and 8233, withholding U.S. income
tax, applying presumption rules when there is insufficient documentation or
reason to doubt documentation, and Form 1042-S and Form 1042 reporting
regulations published in December 2018, form revision, code
changes and new information required to be reported
Our 1-day training program is offered again in 2019, updated for 2019 reporting that
will be due to the IRS in March 2020.  See below for dates and locations.  Cokala
training programs include continental breakfast and lunch.  The class addresses tax
compliance requirements for Form 1042-S reporting for 2019 and changes in
procedures and forms for compliance with rules under Chapter 4 of the Internal
Revenue Code (FATCA) and Chapter 3 (withholding at source of payment to
nonresident alien individuals and entities), plus the series of Forms W-8 and 8233 for
documentation of your foreign payees, tax regulatory changes, and the IRS Form
1042-S and Form 1042.

2-day Form 1042-S/W-8/FATCA class is also available, providing a deeper dive
into all of the topics covered in the 1-day class plus hands-on practice with
validation of form certifications and treaty claims.
2-day class additional information including 2-day 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:
  • 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 W-8 forms and
    Form 8233 which certify foreign beneficial owners of income and their status for tax
  • Recognize elements that require you to doubt the documentation furnished on Forms W-8
    or Form 8233 - and rules for "curing" or making presumption of status
  • 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.
    individuals and entities
  • Prepare IRS Forms 1042-S on the 2019 form, and Form 1042 for 2019 that reconciles tax
    liabilities and deposits
Register by phone, email or mail  
2019 CLASS REGISTRATION FORM  (download PDF for on-screen fillable form)
By phone: call 734-358-7875 or 734.629.5155.  Or, fill out registration form and email it to
office@cokala.com, or send form by mail to COKALA Tax Information Reporting Solutions LLC,
PO Box 2224, Ann Arbor MI 48106.

Registration Fee
$515 standard registration; $475 if paid 40 days prior to class; $465 if attendee’s company is a
Cokala subscriber.  Continental breakfast and lunch included.  Registration discounts are
available for combination attendance at two Cokala classes at the same location (see registration
form for details).  If three or more people from your organization will attend at the same location,
call 734-358-7875 for discount information.

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 3:00 p.m.  Continental breakfast is provided beginning at 7:45 a.m.  Lunch is included as
part of the program at no additional charge.

CPE RECOMMENDED CREDITS, 2019 1-day class:  6
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:

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
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