3-HOUR LIVE ONLINE WORKSHOPS
Workshops are held live online beginning 1 p.m. and ending 4 p.m. Eastern time. Class fee $250, or $225 if registrant’s company is a Cokala tax technical advisory support subscriber.
2025 workshops are offered on:
Thursday, April 3 - Forms W-8 Workshop
The Forms W-8 workshop will take you through the steps of reviewing the W-8 series forms you receive from foreign vendors and includes a discussion on tax treaties.
Learning objectives:
Determine if your vendor Forms W-8 are valid as certification of payee status
Determine whether payments require Form 1042-S reporting
Determine whether you are correctly withholding U.S. income tax when required
Find information on relevant tax treaty provisions
Review treaty claims for validity on Forms W-8BEN, W-8BEN-E and 8233
Thursday, June 12 - Legal Settlement and Attorney Payment Reporting
The Legal Settlement and Attorney Payment Reporting Workshop focuses on learning how to correctly report, on the appropriate IRS form or forms for tax information reporting, amounts of gross income or gross proceeds paid as a result of a legal settlement.
Learning objectives:
Identify whether a payment to an attorney is reportable on Form 1099-NEC or 1099-MISC
Analyze settlement payment facts to identify whether IRS Form 1099-MISC, 1099-INT, W-2, or a combination of these, is required for the claimant
Apply the rules of Treas. Reg. sec. 1.104-1 to identify settlement payments excluded from tax reporting
Workshops are held live online beginning 1 p.m. and ending 4 p.m. Eastern time. Class fee $250, or $225 if registrant’s company is a Cokala tax technical advisory support subscriber.
2025 workshops are offered on:
Thursday, April 3 - Forms W-8 Workshop
The Forms W-8 workshop will take you through the steps of reviewing the W-8 series forms you receive from foreign vendors and includes a discussion on tax treaties.
Learning objectives:
Determine if your vendor Forms W-8 are valid as certification of payee status
Determine whether payments require Form 1042-S reporting
Determine whether you are correctly withholding U.S. income tax when required
Find information on relevant tax treaty provisions
Review treaty claims for validity on Forms W-8BEN, W-8BEN-E and 8233
Thursday, June 12 - Legal Settlement and Attorney Payment Reporting
The Legal Settlement and Attorney Payment Reporting Workshop focuses on learning how to correctly report, on the appropriate IRS form or forms for tax information reporting, amounts of gross income or gross proceeds paid as a result of a legal settlement.
Learning objectives:
Identify whether a payment to an attorney is reportable on Form 1099-NEC or 1099-MISC
Analyze settlement payment facts to identify whether IRS Form 1099-MISC, 1099-INT, W-2, or a combination of these, is required for the claimant
Apply the rules of Treas. Reg. sec. 1.104-1 to identify settlement payments excluded from tax reporting
Workshops are held live online beginning 1 p.m. and ending 4 p.m. Eastern time. Class fee $250, or $225 if registrant’s company is a Cokala tax technical advisory support subscriber.
2025 workshops are offered on:
Thursday, April 3 - Forms W-8 Workshop
The Forms W-8 workshop will take you through the steps of reviewing the W-8 series forms you receive from foreign vendors and includes a discussion on tax treaties.
Learning objectives:
Determine if your vendor Forms W-8 are valid as certification of payee status
Determine whether payments require Form 1042-S reporting
Determine whether you are correctly withholding U.S. income tax when required
Find information on relevant tax treaty provisions
Review treaty claims for validity on Forms W-8BEN, W-8BEN-E and 8233
Thursday, June 12 - Legal Settlement and Attorney Payment Reporting
The Legal Settlement and Attorney Payment Reporting Workshop focuses on learning how to correctly report, on the appropriate IRS form or forms for tax information reporting, amounts of gross income or gross proceeds paid as a result of a legal settlement.
Learning objectives:
Identify whether a payment to an attorney is reportable on Form 1099-NEC or 1099-MISC
Analyze settlement payment facts to identify whether IRS Form 1099-MISC, 1099-INT, W-2, or a combination of these, is required for the claimant
Apply the rules of Treas. Reg. sec. 1.104-1 to identify settlement payments excluded from tax reporting