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Building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 and 8233 forms; presumption regulations for status when insufficient documentation is furnished; and paying foreign intermediaries, agents and partnerships; preparing Forms 1042-S.
Learning objectives:
Review tax treaty benefit claims
Research income tax treaties
Process Form 8233 with the IRS
Review W-8 series forms for sufficiency
Cokala’s 2026 LIVE ONLINE Level 2 Form 1042-S class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:
Tuesday, October 20
Tuesday, December 1
Class fee: $480
Building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 and 8233 forms; presumption regulations for status when insufficient documentation is furnished; and paying foreign intermediaries, agents and partnerships; preparing Forms 1042-S.
Learning objectives:
Review tax treaty benefit claims
Research income tax treaties
Process Form 8233 with the IRS
Review W-8 series forms for sufficiency
Cokala’s 2026 LIVE ONLINE Level 2 Form 1042-S class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:
Tuesday, October 20
Tuesday, December 1
Class fee: $480