Your Form 1099, 1042-S and W-2 Answer People
COKALA is an advisory services firm offering experienced, efficient and practical help in meeting your
obligations for tax withholding, payee documentation, tax information reporting, and related issues of Forms
W-9, W-8, W-2, 1099, 1098, 5498, 945, 941, 1042, 1042-S, and state reporting. We can support you "on
call" with a subscription for custom question-and-answer service plus weekly federal and state tax updates,
or call us in for special projects.
NEW:
Announcement 2014-15, One-per-year IRA rollover limitation: The limitation applies on an aggregate basis
to all IRAs of an individual (as in the recent Bobrow case), but will not apply to any IRA rollover distribution
occurring before Jan. 1, 2015. (Mar. 20, 2014)
New regulations: TD 9657 Final Regulations amending the FATCA regs issued in 2013 (Feb. 28)
New regulations: TD 9658 Final and Temporary Regulations amending Chapter 3 and 61 regulations to
coordinate with FATCA regulations (Feb. 28)
New Form W-8EXP (released April 16, 2014)
New Form W-8BEN-E (released March 29, 2014) See below for 2014 training classes
New Form W-8BEN (released March 4, 2014) and Instructions
New Form W-8ECI (released March 4, 2014) and Instructions
IRS Publication 1220 for 2013
IRS Publication 1187 for 2013
COKALA is an advisory services firm offering experienced, efficient and practical help in meeting your
obligations for tax withholding, payee documentation, tax information reporting, and related issues of Forms
W-9, W-8, W-2, 1099, 1098, 5498, 945, 941, 1042, 1042-S, and state reporting. We can support you "on
call" with a subscription for custom question-and-answer service plus weekly federal and state tax updates,
or call us in for special projects.
NEW:
Announcement 2014-15, One-per-year IRA rollover limitation: The limitation applies on an aggregate basis
to all IRAs of an individual (as in the recent Bobrow case), but will not apply to any IRA rollover distribution
occurring before Jan. 1, 2015. (Mar. 20, 2014)
New regulations: TD 9657 Final Regulations amending the FATCA regs issued in 2013 (Feb. 28)
New regulations: TD 9658 Final and Temporary Regulations amending Chapter 3 and 61 regulations to
coordinate with FATCA regulations (Feb. 28)
New Form W-8EXP (released April 16, 2014)
New Form W-8BEN-E (released March 29, 2014) See below for 2014 training classes
New Form W-8BEN (released March 4, 2014) and Instructions
New Form W-8ECI (released March 4, 2014) and Instructions
IRS Publication 1220 for 2013
IRS Publication 1187 for 2013
When you are served by the COKALA group, you enjoy the benefits of working with experienced, professional and
friendly people ... who have over 50 years of combined experience ... who understand and can help you navigate the
difficulties of complying with federal and state regulations ... with the responsiveness of a smaller firm, combined with
the highest level of expertise, and the ability to help you integrate tax regulatory compliance into practical operational
solutions.
friendly people ... who have over 50 years of combined experience ... who understand and can help you navigate the
difficulties of complying with federal and state regulations ... with the responsiveness of a smaller firm, combined with
the highest level of expertise, and the ability to help you integrate tax regulatory compliance into practical operational
solutions.
COKALA Tax Information
Reporting Solutions, LLC
Reporting Solutions, LLC
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Please contact us to learn how we can help you:
COKALA Tax Information Reporting Solutions, LLC
P.O. Box 2224
Ann Arbor MI 48106
T: 734.629.5155
F: 734.428.0702
or send email to
office@cokala.com
COKALA Tax Information Reporting Solutions, LLC
P.O. Box 2224
Ann Arbor MI 48106
T: 734.629.5155
F: 734.428.0702
or send email to
office@cokala.com
Cokala state tax withholding and reporting data services (on-line lookup tables):
For financial products, securities, and retirement plans tax operations (complete group of 10 tables)
For Form 1099-A, 1099-C and 1099-K state reporting information
For Accounts Payable tax operations (4 tables, for corporate Accounts Payable and P&C Claims)
Form 1099 Tax Reporting Compliance for 2014 - 1-day training program
September 23, 2014 (Tuesday): Dallas (at the DFW Marriott North hotel)
September 25, 2014 (Thursday): Denver (at the Courtyard Denver Airport hotel)
September 30, 2014 (Tuesday): Chicago (at the Courtyard O'Hare hotel)
October 2, 2014 (Thursday): Minneapolis (at the Courtyard Bloomington hotel)
October 7, 2014 (Tuesday): Detroit (at the Courtyard Livonia hotel)
October 9, 2014 (Thursday): Detroit (at the Courtyard Livonia hotel)
October 21, 2014 (Tuesday): San Jose CA (at the Courtyard San Jose Airport hotel)
October 23, 2014 (Thursday): Los Angeles (at the Courtyard LAX hotel)
November 18, 2014 (Tuesday): Boston (at the Courtyard Cambridge hotel)
December 3, 2014 (Wednesday): Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1099 CLASS
Form 1042-S and FATCA Basic Tax Reporting Compliance for 2014 - 1-day training program
September 24, 2014 (Wednesday): Dallas (at the DFW Marriott North hotel)
September 26, 2014 (Friday): Denver (at the Courtyard Denver Airport hotel)
October 1, 2014 (Wednesday): Chicago (at the Courtyard O'Hare hotel)
October 3, 2014 (Friday): Minneapolis (at the Courtyard Bloomington hotel)
October 8, 2014 (Wednesday): Detroit (at the Courtyard Livonia hotel)
October 22, 2014 (Wednesday): San Jose CA (at the Courtyard San Jose Airport hotel)
October 24, 2014 (Friday): Los Angeles (at the Courtyard LAX hotel)
November 19, 2014 (Wednesday): Boston (at the Courtyard Cambridge hotel)
December 4, 2014 (Thursday): Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1042-S/FATCA CLASS
Tax Withholding and Tax Information Reporting in Gaming Establishments
This training program is available for custom presentation at your location, or as a series of 5 webinars, taught by Jerri
LS Langer, JD, LLM. For additional information, please contact Cokala at 734.629.5155.
Books:
2013 Master Guide to Form 1099 Compliance, Marianne Couch, JD
AAPA Guide to Accounts Payable, 2013 edition, Jerri LS Langer, JD, LLM, and Mary Kallewaard
For financial products, securities, and retirement plans tax operations (complete group of 10 tables)
For Form 1099-A, 1099-C and 1099-K state reporting information
For Accounts Payable tax operations (4 tables, for corporate Accounts Payable and P&C Claims)
Form 1099 Tax Reporting Compliance for 2014 - 1-day training program
September 23, 2014 (Tuesday): Dallas (at the DFW Marriott North hotel)
September 25, 2014 (Thursday): Denver (at the Courtyard Denver Airport hotel)
September 30, 2014 (Tuesday): Chicago (at the Courtyard O'Hare hotel)
October 2, 2014 (Thursday): Minneapolis (at the Courtyard Bloomington hotel)
October 7, 2014 (Tuesday): Detroit (at the Courtyard Livonia hotel)
October 9, 2014 (Thursday): Detroit (at the Courtyard Livonia hotel)
October 21, 2014 (Tuesday): San Jose CA (at the Courtyard San Jose Airport hotel)
October 23, 2014 (Thursday): Los Angeles (at the Courtyard LAX hotel)
November 18, 2014 (Tuesday): Boston (at the Courtyard Cambridge hotel)
December 3, 2014 (Wednesday): Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1099 CLASS
Form 1042-S and FATCA Basic Tax Reporting Compliance for 2014 - 1-day training program
September 24, 2014 (Wednesday): Dallas (at the DFW Marriott North hotel)
September 26, 2014 (Friday): Denver (at the Courtyard Denver Airport hotel)
October 1, 2014 (Wednesday): Chicago (at the Courtyard O'Hare hotel)
October 3, 2014 (Friday): Minneapolis (at the Courtyard Bloomington hotel)
October 8, 2014 (Wednesday): Detroit (at the Courtyard Livonia hotel)
October 22, 2014 (Wednesday): San Jose CA (at the Courtyard San Jose Airport hotel)
October 24, 2014 (Friday): Los Angeles (at the Courtyard LAX hotel)
November 19, 2014 (Wednesday): Boston (at the Courtyard Cambridge hotel)
December 4, 2014 (Thursday): Charlotte NC (at the Courtyard University Research Park hotel)
REGISTER FOR FORM 1042-S/FATCA CLASS
Tax Withholding and Tax Information Reporting in Gaming Establishments
This training program is available for custom presentation at your location, or as a series of 5 webinars, taught by Jerri
LS Langer, JD, LLM. For additional information, please contact Cokala at 734.629.5155.
Books:
2013 Master Guide to Form 1099 Compliance, Marianne Couch, JD
AAPA Guide to Accounts Payable, 2013 edition, Jerri LS Langer, JD, LLM, and Mary Kallewaard
