COKALA provides services for corporate accounts payable, academic and nonprofit institutions, insurance
companies, retirement plans, and banks
  • Advisory services subscription for technical tax questions that arise in your daily operations regarding
    compliance with tax withholding and reporting and documentation of payees - covers federal rules for
    Forms W-9, W-8, 8233; Forms 1099, 1098, 5498, 1042-S; Forms 945, 1042; and related issues.
  • Advisory services on tax issues, documentation and work eligibility for contracting with, or employing, foreign
    individuals or foreign companies
  • On-site consultation regarding compliance requirements for payee documentation on Forms W-9, W-8 and
    8233; tax withholding and deposit; tax reporting on Forms 1099, 945, 1042-S and 1042
  • Assistance with internal processing guidelines for regulatory compliance
  • Tax compliance classes open to the public (see 2019 class schedule below)
  • On-site custom training programs for Form 1099-W-9 and Form 1042-S/Forms W-8/FATCA compliance at
    all levels of your organization
  • Publications and electronic bulletins to support compliance with regulatory requirements
Services from the
COKALA Group
The Cokala group helps major U.S. companies and institutions avoid risk through effective
compliance with requirements for non-wage tax withholding, payee documentation, tax information
reporting, and related issues such as work eligibility and worker classification of employees and
independent contractors. The Cokala firm was founded in 2007.    
 
COKALA Tax Information Reporting Solutions, LLC
Telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48106-2224
office@cokala.com
2019 SCHEDULE OF TAX COMPLIANCE CLASSES
for 2019 registration information, please call 734-358-7875 or email office@cokala.com

2-DAY TRAINING on Form 1042-S Reportable Payments and Tax Withholding
Updated for 2019 including changes made by Regulations published in December 2018.  Covers all of the
topics taught in our 1-day basic 1042-S class for withholding-at-source and FATCA compliance, PLUS
additional training on income tax treaty benefits, reviewing W-8 series forms and Form 8233 for validity, and
working through real-life examples of payment situations and the related forms for beneficial owner status (or
reliance on presumption rules), federal income tax withholding and deposit, and preparation of Forms 1042-S
and 1042 .  Attend this class at:
- 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

1-DAY Form 1099 and W-9 Tax Compliance Training for 2019
Updated for 2019 for changes in rules and instructions.  Covers the 2019 Form 1099 reporting requirements
(primary focus on Form 1099-MISC); federal backup withholding requirements applicable to certain 1099
reportable payments; IRS Form W-9, its function, requirements, and validity; statements for recipients; and IRS
filing of Forms 1099 and the withholding reconciliation Form 945 (filing due dates and methods for 2019) |
Attend this Form 1099 class at the following locations (you may combine 1-day Form 1099 class with Form
1042-S training at some locations; ask for information at 734-358-7875 or email office@cokala.com)
- Cleveland, September 9 at the Courtyard Cleveland Airport North hotel, North Olmsted OH
- Detroit, September 11 at the Detroit Metro Airport Marriott hotel, Romulus MI
- Raleigh-Durham, September 23 at the Courtyard Raleigh-Durham Airport/Morrisville hotel, Morrisville NC
- Birmingham AL, September 26 at the Birmingham Marriott hotel
- Boston, October 8 at the Residence Inn Boston-Cambridge hotel, Cambridge MA
- Dallas, October 22 at the DFW Airport Marriott hotel, Irving TX
- Dallas, October 25 (same class on each of these days in Dallas; choose your date)
- Seattle, November 5 at the Courtyard Seattle Sea-Tac hotel, Tukwila WA
- San Francisco, November 7 at the Courtyard San Francisco Airport hotel, San Bruno CA
- Chicago, December 2 at the Courtyard O'Hare hotel, Des Plaines IL
- Cincinnati, December 5 at the Residence Inn Cincinnati Airport hotel, Erlanger KY
- Phoenix, December 11 at the Courtyard Phoenix Phoenix Airport hotel, Phoenix AZ

1-DAY Form 1042-S / FATCA / Forms W-8 Tax Compliance Training for 2019
Updated for 2019 including changes made by Regulations published in December 2018.  Basic tax
compliance training for withholding U.S. tax, and reporting on IRS Form 1042-S, for payments to foreign entities
and foreign individuals, under the requirements of Internal Revenue Code chapter 3 ("withholding at source" on
U.S-sourced income payments) and chapter 4 ("FATCA" requirements of the Foreign Accounts Tax Compliance
Act).  You may combine 1-day Form 1042-S training with Form 1099 class  at some locations; more information
is available by calling 734-358-7875 or emailing office@cokala.com.  Attend this class in:
- Cleveland, September 10 at the Courtyard Cleveland Airport North hotel, North Olmsted OH
- Raleigh-Durham, September 24 at the Courtyard Raleigh-Durham Airport/Morrisville, 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