Training Classes

Learn more about our tax information reporting and withholding compliance training classes.

Tax Compliance Training Classes

Cokala Tax Compliance Training Classes help your organization to be prepared for the demands of information reporting all year long and not just during filing season.

Presented by Marianne Couch, J.D., Cokala’s classes provide comprehensive training on Form 1099/W-9 and backup withholding and Form 1042-S/W-8 and 8233/FATCA and I.R.C. chapter 3 withholding obligations and reporting requirements – including recent federal legislation affecting Form 1099 reporting requirements and how these changes affect your compliance obligations in 2025 and beyond.

For 2025, In-Person 1099 & 1042-S Training Classes are offered in Dallas, TX, on November 12, 13 and 14 (held at the Courtyard by Mariott Dallas DFW Airport North/Irving) and in Charlotte, NC, on December 9, 10 and 11 (held at the Courtyard by Mariott Charlotte Airport North).

Our Live Online 1099 and 1042-S Fall 2025 Training Classes offer the convenience of real-time learning without the need for travel, and give participants the opportunity to ask questions through chat box interaction.

You may register for classes online by selecting your class options below and clicking “Register & Add to Cart.” Complete your online registration by completing the checkout process from your Cart. Once the online registration process is complete, you will receive a confirmation email. Please note that the Subscriber fee rate is valid only for organizations who are current subscribers of Cokala’s Tax Technical Advisory Support Service. Non- subscribers should select the “Standard Fee” when registering online.

You may also submit a completed registration form to office@cokala.com. Call Cokala at (734) 629-5155 if you prefer to furnish a card number by phone.

In-Person 1099 & 1042-S Training Classes for 2025

1-DAY CLASS: 1099 and W-9 TAX COMPLIANCE TRAINING

Registration is closed for all 2025 1-Day 1099 and W-9 Tax Compliance Training classes.

2-DAY CLASS: FORM 1042-S / FATCA / FORMS W-8 TAX COMPLIANCE TRAINING

Registration is closed for all 2025 2-Day 1042-S / FATCA / FORMS W-8 Tax Compliance Training classes.

COMBINED 1-DAY 1099 and 2-DAY 1042-S TAX COMPLIANCE TRAINING

Registration is closed for all 2025 combined 1-Day 1099 and 2-day 1042-S Tax Compliance Training classes.

Live Online 1099 & 1042-S Training Classes for 2025

1-DAY CLASS: FORM 1099 and W-9 TAX COMPLIANCE TRAINING

Primary focus on IRS reporting compliance for Forms 1099-NEC and 1099-MISC; use of IRS Form W-9 and reliance on the W-9; including focus on how tax provisions of the recently passed H.R. 1 legislation (the “OBBBA”) affect your 1099 reporting requirements, with changes to the Form 1099-NEC reporting threshold and some Form 1099-MISC reportable thresholds, beginning with payments made in calendar year 2026; federal backup withholding required on certain payments; and handling IRS Notices CP2100 and 972CG; filing Form 945; electronic filing requirements and the IRS IRIS Portal and IRIS A2A systems and anticipated retirement of the FIRE system for tax year 2026.

Learning objectives:

  • Identify payments which must be reported to the IRS

  • Identify the reportable payee including when paying sole proprietors, LLCs or agents

  • Identify payments which require backup withholding and what to do with the 24% you withheld

Cokala’s 2025 LIVE ONLINE Form 1099 class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:

  • Thursday, January 22

Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.

1-DAY CLASS: BASIC FORM 1042-S / FATCA / FORMS W-8 TAX COMPLIANCE TRAINING (LEVEL 1)

Registration is closed for all 2025 1-Day Basic Form 1042-S / FATCA / Forms W-8 Compliance Classes.

1-DAY CLASS: FORM 1042-S REPORTABLE PAYMENTS AND TAX WITHHOLDING (Level 2)

Registration is closed for all 2025 1-Day Form 1042-S Reportable Payments and Tax Witholding (Level 2) Classes.

Workshops

Registration is closed for all 2025 Workshops.

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 website: www.nasbaregistry.org

The Cokala programs described above are presented in group live online format (see individual program description). Program level: Basic; no prerequisite requirement for any of these Cokala classes, and no advance preparation required. Field of study: Tax. Recommended CPE credits: 1-day class, 6 credits. Workshop, 3 credits.

Registration, cancellation, refund, and privacy policies can be reviewed on our Policies page.