Mark Schwartz
Employment Tax Consultant
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that mean to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.

Mr. Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Markhas represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.

Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs, and feels that educating clients toward faster, accurate and more complete payroll processes provides the most value.

Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.
Upcoming Webinar
Establishing and Analyzing Payroll Benchmarks and Metrics
Discover the most effective way benchmarking metrics can help your business with its financial requirements. Due to the evolution of the payroll department, payroll professionals are finding themselves in need of skills to continuously improve on the performance of payroll. This topic will give you a valuable start to begin benchmarking. You will learn how to begin to measure your performance and how to use that information to ensure your payroll department is on the leading edge of today's industry.
Live Session Tuesday, 12 November 2019, 10:00 AM PDT | 01:00 PM EDT, Duration: 60 Minutes

Recorded Webinar
Garnishments, Subpoenas, Summonses, and Levies update & Handling Documents in Back Office
Garnishments are a requirement of doing business and managing employees but juggling the requirements of different types of garnishments and federal and state laws can be exhausting. This webinar with expert Mark Schwartz will give you the tips and tools to know how to stay compliant and process garnishments.
Recorded Session Get life time access for one participant with download option!

SOX Rules for Payroll
This course - taught by and ex-payroll auditor - covers the payroll and benefit areas that are most likely to come under scrutiny due to the Sarbanes Oxley Act (SOX) Act. SOX law has far-reaching implications affecting all corporate functions - including payroll - so it is wise to increase internal controls over those parts of payroll operations which have the most profound effects to your company.
Recorded Session Get life time access for one participant with download option!

New, Simplified Rules for Employee vs. Independent Contractor Classification
While Independent Contractors may be a necessary and strategic component to your business, the IRS, Workers Compensation, and state agencies are concerned with whether or not a worker has been misclassified - and thus feel that they are not getting their share of taxes - and have stepped up the number of audits that are aimed specifically at worker classification.
Recorded Session Get life time access for one participant with download option!

Multi-State Employment: Managing the Impossible Tasks Necessitated by Crossing State Lines
Whether you will send workers across borders, or import from other states, your responsibilities increase exponentially. Some multi state employment laws even conflict with each other. In addition to payroll tax questions like where to pay and how to calculate SUTA tax or where to withhold SIT, you will learn about all other payroll and HR difficulties, and where to keep up on their frequent changes.
Recorded Session Get life time access for one participant with download option!

Payroll Reconciliation and Reporting - Getting it Right the First Time
Depending on the size and complexity of your business, payroll presents a litany of challenges, even before the paychecks are printed. What you do after payroll runs is as important as making payroll runs. Proper reconciliation practices lead to accurate reporting. Coupled with timely depositing, payments and information return processing, the payroll manager becomes an unsung hero to most businesses. You will learn how to help yourself and the rest of your company sleep better knowing both your workers and the government are happy with payroll.
Recorded Session Get life time access for one participant with download option!

IRS Form 941 Reporting Update, What's New in 2019
The IRS form 941 is the quarterly reconciliation form that reconciles taxable wages with deposits made during the calendar quarter. Simple, right? Depending on the complexity of your compensation structure, benefits, departmental decentralization and other factors, the 941 just might be a quarterly 'red flag' for an IRS audit. Use this material as a basis to review your knowledge of what does and doesn't belong on a 941, the information you need to complete it properly, and how to self-review before an official review happens.
Recorded Session Get life time access for one participant with download option!

Use Payroll Pay Cards, Not Pay Checks - Save Costs and Maintain Compliance
Many years ago there were only three payment methods of paying US employee's cash, check and direct deposits. Today, many industries, retail, hospitality, healthcare and public and private sectors have adopted another method of paying their employees by using the Electronic pay card method. Payroll pay cards increase productivity and allow the employees immediate access to their funds.
Recorded Session Get life time access for one participant with download option!

Multistate Taxation - Fundamentals and Best Practices for Handling Multistate Employees
The internet and mobile devices have helped changed the nature of workforces. There are less skyscrapers and more home offices. There is less 8 am to 5 pm and more 6 am to whenever. Perhaps the greatest benefit to the business is workforce mobility - information flows as freely across state lines and national borders as it does across Wi-Fi networks.
Recorded Session Get life time access for one participant with download option!

Understanding Payroll Deductions in 2018: What can and cannot be Deducted from an Employee's Wages
Understand what an employer needs to deduct and withhold from an employee's wages in 2018. After calculating gross wages for an employee is accomplished, much more difficult decisions have to be made. What must an employer deduct from an employee's wages? What can be deducted legally? What can never be deducted? These questions and more must be answered correctly before processing that paycheck. And if this is the employee's final check, the rules may change! Handling deductions is a complex task that payroll must get right every time for every payroll check. Failure to deduct the proper taxes could result in penalties on the employer from the IRS, but making an illegal deduction for a fringe benefit or for collecting an overpayment can get the employer a visit from the federal department of labor auditor, the state department of labor auditor or both! Sometimes the federal government will allow the deduction but the state won't. Of course everyone knows that payroll deducts for federal and state taxes. However, how much input does the employee have concerning these deductions?
Recorded Session Get life time access for one participant with download option!

Establishing and Analyzing Payroll Benchmarks and Metrics
Discover the most effective way benchmarking metrics can help your business with its financial requirements. Due to the evolution of the payroll department, payroll professionals are finding themselves in need of skills to continuously improve on the performance of payroll. This topic will give you a valuable start to begin benchmarking. You will learn how to begin to measure your performance and how to use that information to ensure your payroll department is on the leading edge of today's industry.
Recorded Session Get life time access for one participant with download option!

Effective Root Cause Analysis: Identify and Prevent Common Payroll Errors
Payroll is covered by tax law, which is complex. This is the biggest and potentially most dangerous mistake one can make with payroll. In the United States, the government collects payroll taxes on a pay-as-you-go basis. The penalties for errors can be high. Horror stories about payroll issues are common & businesses pay government agencies millions of dollars each year in compliance penalties.
Recorded Session Get life time access for one participant with download option!

Payroll Preparation for Year End 2017 and Year Beginning 2018
Being prepared for 2018 means closing out 2017 properly, and making necessary updates to your automated payroll systems prior to the 1st pay period in 2018. Prior to preparing 4th qtr returns, yearend information returns, and accounting entries, you must reconcile the year's activity. In this webinar you will learn how to reconcile payroll, how to properly fill out yearend returns, and when to file them. We will go over all announced changes to tax rates, wage limits, and legislative announcements. We will highlight important State and Local changes, and inform you where to look for other updates. If done properly, you won't be asking to “stop the clock" in order to make last minute changes.
Recorded Session Get life time access for one participant with download option!

2017 Payroll Tax Update – W-2s, Taxable Wage Limits, Benefit Maximums, Overtime Laws, ACA Forms and More
In this important webinar presented by Mark Schwartz, will explain the latest payroll tax updates coming for 2017, including updates on W-2s, healthcare reporting, and more. Ensuring payroll tax requirements are met for 2017 should be on every HR and compensation professionals' minds right now.
Recorded Session Get life time access for one participant with download option!

Use Payroll Pay Cards, Not Pay Checks - Save Costs and Maintain Compliance
Many years ago there were only three payment methods of paying US employee's cash, check and direct deposits. Today, many industries, retail, hospitality, healthcare and public and private sectors have adopted another method of paying their employees by using the Electronic pay card method. Payroll pay cards increase productivity and allows the employees immediately access to their funds.
Recorded Session Get life time access for one participant with download option!

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