Mr.Mark Schwartz

Area Of Expertise : Human Resources
15 Years Of Experience

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.

14 results Found
Live Webinar

The NEW 2024 DOL FINAL RULE ON OVERTIME: How to Properly Calculate Overtime Due to Your Workers

Although the rules on exempt vs non-exempt employees have changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS. But 1.5 time a worker’s hourly rate of pay is just the start of calculating o ...

  • Basic & Intermediate & Advanced
  • 90 Mins
  • Jun 27, 2024
Live Webinar

Preparing for a Payroll Tax Audit – Survive with an A Grade!

Whether it is an internal audit, an external audit, a State or Federal Tax Audit, or a simple review of your system, audits are a part of doing business. The stakes are highest with a third-party audit, so why not be prepared? Take this advice from a payroll a ...

  • Intermediate
  • 75 Mins
  • Jul 15, 2024
Live Webinar

Conducting an Internal Audit - An Ounce of Prevention

An ounce of prevention is worth a pound of cure, so the saying goes. For payroll tax compliance, this means conducting effective internal audits. For medium to large sized businesses, this means several things. Does your payroll system process information time ...

  • Intermediate
  • 75 Mins
  • Jul 22, 2024
Live Webinar

New Form 1099 Reporting Requirements: 2024 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization:  Can you name all the types of service providers you use?  Do you know which payments are ...

  • Intermediate
  • 90 Mins
  • Aug 05, 2024
Live Webinar

Employee Expense Reimbursement for 2024: Guide to IRS Compliance Incorporating the TC&JA

Employee expense reimbursements that aren't handled accurately can wind up being disallowed as expenses , or even considered as compensation by the IRS. If this happens, your company is on the hook for paying the associated payroll taxes - costing you more mo ...

  • Intermediate
  • 75 Mins
  • Aug 12, 2024
Live Webinar

Fringe Benefits - How to Keep a Happy Workforce While not Incurring Unnecessary Payroll and Income Tax Expense

There are lots of ways to reward workers other than wages. Smart businesses understand the two-way importance of helping employees out with things like education, commute help, health and wellness, etc. The IRS also recognizes the economically stabilizing resu ...

  • Intermediate
  • 75 Mins
  • Aug 19, 2024
Live Webinar

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping. Thankfully, in the digital age, most if not all of the data is kept by companies in one form or another. The challenge is to have it available when ...

  • Basic & Intermediate
  • 75 Mins
  • Sep 09, 2024
Live Webinar

Payroll Procedure Manuals Post Covid-19 - As Important As Ever

With the furious pace of regulation changes, it is most important that policy and procedure manuals keep up with them. This can ensure that staff and management perform payroll operations effectively and efficiently. We will discuss the logical reasons for kee ...

  • Advanced
  • 90 Mins
  • Sep 16, 2024
On-Demand Webinar

New Form 1099 Reporting Requirements: 2024 Compliance Update

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with. Think of your own organization:  Can you name all the types of service providers you use?  Do you know which payments are ...

  • Intermediate
  • 90 Mins
On-Demand Webinar

The New W4 - How to help your employees navigate the sections for accurate withholdings

In 2021, The IRS significantly changed one of the simplest in all of payroll – the W4. The W4 is used by employees to tell employers how much FIT and SIT to withhold from their paychecks. The old form simply stated marital status and number of exemptions claim ...

  • Intermediate
  • 90 Mins