COKALA offers you
practical training in
tax compliance
2-day Form 1042-S, W-8, FATCA Tax Compliance class
Updated for 2019 and available in additional cities:
   Washington DC - Detroit - Boston - Dallas - Phoenix

This extended class is updated for 2019 including the new regulations published in
December 2018.  Class 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.   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:
Locations in 2019:   
- Washington DC, July 31-August 1 at the Courtyard Dunn Loring Fairfax hotel, Vienna VA
- Detroit, September 12-13 at the Detroit Metro Airport Marriott hotel, Romulus MI
- Boston, October 9-10 at the Residence Inn Boston-Cambridge hotel, Cambridge MA
- Dallas, October 23-24 at the DFW Airport Marriott hotel, Irving TX
- Phoenix, December 12-13 at the Courtyard Phoenix Airport hotel, Phoenix AZ           
Hotel location information

Registration Fee
$925 standard registration; $830 if attendee’s company is a Cokala subscriber.  Continental
breakfast and lunch included both days.  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.
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, or send form by 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