Exhibitors
Cokala Tax Information Reporting Solutions, LLC

Cokala is a tax technical advisory services firm offering experienced, efficient and practical help in meeting your obligations for tax withholding, payee documentation, tax information reporting, and related issues including worker classification of employees and independent contractors. Founded in 2007 and comprised of professionals with many decades of experience in tax reporting regulatory compliance, the Cokala group helps major U.S. companies and institutions avoid risk through effective compliance with federal and state information reporting requirements. From 'what's reportable' to the 'how-to' of withholding and reporting, we will help you with your compliance issues for Forms W-9, 1099, 945, 1098 and 5498; and Forms W-8, 8233, 1042-S and 1042.
Address
PO Box 2224Ann Arbor, MI
48106
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
108901Approved Delivery Method:
- Group Live
- Group Internet Based
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Half-Day Online Workshop: Legal Settlement and Attorney Payment 1099 Reporting
15-Aug-2024 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Half-day online workshop on Tax Withholding and Reporting on Legal Settlement Payments and Payments to Attorneys. Learning objectives: Correctly report, on the appropriate IRS form or forms for tax in ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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Half-Day Online Workshop: Forms W-9 and W8
20-Jun-2024 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Half-day online workshop on Forms W-9 and W-8. Learning objectives: Review Form W-9 and the W-8 series forms to determine whether they are valid as certification of payee status and provide the inform ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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Half-Day Online Workshop: Income Tax Treaties
18-Apr-2024 Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Half-day online workshop on Income Tax Treaties. Learning objectives: Able to research to determine applicable income tax treaty provisions and determine whether a foreign beneficial owner of income h ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Live online class featuring primary focus on Forms 1099-NEC and 1099-MISC and the statutory and regulatory changes for 2023 requiring most organizations to file their 1099s to the IRS electronically. ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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1-day Class: Basic Form 1042-S/FATCA/Form W-8 Tax Compliance Training Level 1
Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Live online class featuring basic tax compliance for the requirements to determine status, withhold U.S. tax and file IRS Form 1042-S for payments to foreign entities and foreign individuals. Addresse ...Program Level:
BasicDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
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1-day Class: Level 2 Form 1042-S Reportable Payments and Tax Witholding
Cokala Tax Information Reporting Solutions, LLCField of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
Live online class 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 ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY