COKALA offers you
practical training in
tax compliance
2-day Form 1042-S, W-8, FATCA Tax Compliance class
We are planning to again offer this program live-in-person
in the fall of 2021
This enhanced class will be updated for 2021.  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 entity,
plus detailed instruction and hands-on
practice with the form validity requirements for the W-8 series and Form 8233.     

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.  Class registration also
includes three months of custom Q&A support on the topics covered in class.  

Taught by
Marianne Couch, JD

Learning Objectives:
COKALA Tax Information Reporting Solutions, LLC
Telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48105-2224