Locations in 2018, 1-day Form 1042-S/W-8/FATCA class:
Birmingham AL: Friday, October 26 at the Birmingham Marriott hotel, 3590 Grandview Parkway
Boston: Tuesday, October 9 at the Courtyard Cambridge hotel, 777 Memorial Drive
Chicago: Friday, September 28 at the Courtyard O'Hare hotel, 2950 South River Road, Des Plaines
Cincinnati: Tuesday, September 25 at the Courtyard Cincinnati Airport hotel, 3990 Olympic Blvd.,
Cleveland: Tuesday, September 11 at the Courtyard Cleveland Airport North hotel, 24901 Country
Club Boulevard, North Olmsted
Dallas: See 2-day class, November 28 and 29, at the DFW Airport Marriott, 8440 Freeport Parkway
Detroit: See 2-day class, September 13 and 14, at the Marriott Detroit Metro Airport hotel, 30559
Flynn Drive, Romulus
Newark: Friday, October 12, at the Courtyard Newark Elizabeth hotel, 87 International Boulevard
Philadelphia: Tuesday, June 19 at the Courtyard Philadelphia Airport hotel, 8900 Bartram Avenue
Phoenix: Friday, December 14 at the Courtyard Phoenix Airport hotel, 2621 W. 47th Street
Raleigh-Durham: Tuesday, October 23 at the Courtyard Raleigh-Durham Airport hotel, 2001
Hospitality Court, Morrisville
St. Louis: Friday, June 22 at the Courtyard St. Louis Westport Plaza hotel, 11888 Westline Industrial
Salt Lake City: Tuesday, December 11, at the Fairfield Inn Downtown, 130 West 400 South
San Francisco: Friday, November 9 at the Courtyard San Francisco Airport Oyster Point Waterfront
hotel, 1300 Veterans Boulevard, South San Francisco
Seattle: Tuesday, November 6 at the Courtyard Seattle Southcenter hotel, 400 Andover Park West,
Washington DC: See 2-day class, July 25 and 26, at the Courtyard Dunn Loring Fairfax hotel, 2722
Gallows Road, Vienna, Virginia
Hotel location information
COKALA offers you
practical training in
FORM 1042-S/1042, W-8, and FATCA COMPLIANCE TRAINING
1-day and 2-day tax compliance training covering basic tax reporting &
withholding rules for documentation of payees on Forms W-8 (including
further changes to some W-8 forms), withholding U.S. income tax, applying
presumption rules when there is insufficient documentation or reason to
doubt documentation, and new documentation requirements created under
FATCA, the Foreign Account Tax Compliance Act; plus Form 1042-S and Form
1042 reporting including form revision, code changes and new information
required to be reported; plus new rules under amended Regulations
effective January 2017.
Our 1-day training program is offered again in 2018, updated for 2018 reporting that
will be due to the IRS in March 2019. 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 2018 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 (both of which have changes).
NEW 2-day Form 1042-S/W-8/FATCA class is also available,
in August, September, and November 2018, 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 agenda 2-day class additional information
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
- 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 revised form for 2018, and Form 1042 for 2018 that
reconciles tax liabilities and deposits
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 your registration form to firstname.lastname@example.org, or send form by mail to
COKALA Tax Information Reporting Solutions LLC, PO Box 2224, Ann Arbor MI 48106.
$515 standard registration. $475 early registration. $465 for Cokala subscribers. Other discounts
available if you attend Form 1042-S and Form 1099 classes at the same location, or if 3 or more
people from your organization attend at the same location (see registration form or call
734-358-7875 for details of discounts).
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, 2018 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
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 - fax 734.428.0702