Speaker Profile
MARK SCHWARTZ
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 means 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. Mark has 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 provide 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.

Mark Schwartz
May 07 2025
01 : 00 PM EST
90 Minutes
The New W4 - How to Help Your Employees Navigate the Sections for Accurate Withholdings
The newly designed W4 has five different, multi-part sections that go from simple to very complex. The idea is to have employees with multiple jobs, and/or significant other incomes anticipated in the year, have more withholding taken from their paychecks. What the IRS is trying to prevent is taxpayers from owing significant amounts at the end of a tax year.In 2021, the IRS significantly changed one..

Mark Schwartz
June 10 2025
01 : 00 PM EST
75 Minutes
The W2c and 941x- 2024-2025 updates on How to Correct Your W2s and 941s Properly
W2c and W3c: General Guidelines W2c- When to file and formatCommon problems with W2s and W2cs New for 2024-2025: Electronic filing requirements and moreGeneral Instructions for W2c and W3c – Purpose and FormatSpecific instructions for W2c - Corrections - Backpay - Employee recommendations and information - Other corrections - Filing and Format - Box by box instructionsSpecific..

Mark Schwartz
July 07 2025
01 : 00 PM EST
60 Minutes
The New I9 2025 update – Mandated Requirements for Worker Verification and Authorization
In August 2023, the USCIS released its long-announced revision of the I9. Federal law requires that every employer who recruits, refers for a fee, or hires an individual for employment in the U.S. must complete Form I-9, Employment Eligibility Verification. The Form I-9 process, managed by the U.S. Citizenship and Immigration Services, will help you verify your employee's identity and employment authorizati..

Mark Schwartz
August 07 2025
01 : 00 PM EST
75 Minutes
Overtime Rules – California Style
Overtime laws in California are quite unique compared to everywhere else in the United States. In fact, they are so comprehensive and stringent that they can catch even the most diligent employers off guard.But getting overtime pay wrong is more than just inconvenient for your employees — it’s also illegal. You could even be responsible for paying back up to three years’ worth of unpaid overtime..

Mark Schwartz
Recorded Webinar
75 Minutes
BEST SELLER : The New I9– Mandated Requirements for Worker Verification and Authorization
In February 2020, the USCIS released its long-announced revision of the I9. Federal law requires that every employer who recruits refers for a fee, or hires an individual for employment in the U.S. must complete Form I-9, Employment Eligibility Verification. The Form I-9 process, managed by the U.S. Citizenship and Immigration Services, will help you verify your employee's identity and employment authorizat..

Mark Schwartz
Recorded Webinar
75 Minutes
Garnishments, Subpoena’s, Levies, Summonses and other Legal Orders
New hire reporting laws applicable to all US businesses have one goal in mind to quickly identify where parents who owe child support are employed. In some states, it applies to independent contractors as well. Businesses can expect wage garnishments on some of these individuals shortly after these reports are filed. Of course, garnishments are also filed against workers who owe taxing agencies or other cre..

Mark Schwartz
Recorded Webinar
75 Minutes
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 reportable on 1099s, and the minimum amounts you must pay before they are reportable? There is a new 1099-k threshold for tax year 2023 that was slated fo..

Mark Schwartz
Recorded Webinar
75 Minutes
Payroll Record Keeping: How To Thin Out File Cabinets And Quickly Respond To Information Requests
The logistics of payroll record-keeping can be daunting. At least a dozen state and federal regulatory agencies require access to your records. All have different requirements as to content and storage requirements. Electronic records are ok in some cases, but paper is required in others. In some instances, you have to keep the records forever.Records come from various departments, offices, sources, e..

Mark Schwartz
Recorded Webinar
75 Minutes
Payroll Related Fraud – How To Avoid Having Your Own Employees Rip You Off
The agenda for the webinar is:DEFINITION AND STATISTICS – we will summarize what payroll fraud is, and present eye-opening statistics as to the danger it presents. This includes recent cases where payroll fraud was discovered and prosecuted. 5 CATEGORIES OF PAYROLL RELATED FRAUD – General processes that are vulnerable to employee and employer exploitation.SPECIFIC SCHEMES – HOW TO PREVENT/DETECT – Specific ..

Mark Schwartz
Recorded Webinar
75 Minutes
The 940 – Properly Calculating and Paying Your FUTA Tax
The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year. FUTA is a tax paid to the federal government and used to support state unemployment insurance programs. It is due on Jan 31st of each calendar year. FUTA is not to be confused with SUTA (State Unemployment Tax), paid throughout the year to any state you have employees in. However, SUTA payments paid on time minimize your..

Mark Schwartz
Recorded Webinar
60 Minutes
The New I9 – Mandated Requirements for Worker Verification and Authorization
In February 2020, the USCIS released its long-announced revision of the I9. Federal law requires that every employer who recruits, refers for a fee, or hires an individual for employment in the U.S. must complete Form I-9, Employment Eligibility Verification. The Form I-9 process, managed by the U.S. Citizenship and Immigration Services, will help you verify your employee's identity and employment authoriza..

The FLSA and Overtime – Understanding the New Rules and Evaluating Your System for Compliance
According to the US Dept of Labor, the new Exempt/Non-Exempt worker rules will result in the following:Workers directly affected. 4.2 million salaried workers will be affected by this rule based on their salaries. These workers are currently ineligible for overtime. The Department estimates that most of them (4.1 million) will become eligible for overtime when they work more than 40 hours (i.e., they will b..