Speaker Profile

Mark Schwartz
Mark Schwartz
Payroll Tax Consultant , MS Payroll,

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.

Upcoming Webinars Recorded Webinars
  • 19
  • September
  • 2024
  • Thursday
10:00 AM PDT | 01:00 PM EDT

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Mark Schwartz Mark Schwartz | Duration:90 Minutes | Price: ¤149.00 | View Details
  • 25
  • September
  • 2024
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

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.

Mark Schwartz Mark Schwartz | Duration:75 Minutes | Price: ¤149.00 | View Details
  • 30
  • September
  • 2024
  • Monday
10:00 AM PDT | 01:00 PM EDT

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.

Mark Schwartz Mark Schwartz | Duration:75 Minutes | Price: ¤149.00 | View Details
  • 3
  • October
  • 2024
  • Thursday
10:00 AM PDT | 01:00 PM EDT

Conducting an Internal Audit - An Ounce of Prevention

An ounce of prevention is worth a pound of cure, so the saying goes.

Mark Schwartz Mark Schwartz | Duration:75 Minutes | Price: ¤149.00 | View Details
  • 9
  • October
  • 2024
  • Wednesday
10:00 AM PDT | 01:00 PM EDT

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.

Mark Schwartz Mark Schwartz | Duration:75 Minutes | Price: ¤149.00 | View Details
  • 17
  • October
  • 2024
  • Thursday
10:00 AM PDT | 01:00 PM EDT

Choosing the Right Pay Instrument and Pay Period for your Company

We can start with recordkeeping requirements. Do you know what information must be kept on-hand to comply with Federal reporting requirements? The answer lies not in what forms you must keep, but what types of information should be contained therein. Also, learn what is necessary for compliance with electronic recordkeeping.

Mark Schwartz Mark Schwartz | Duration:75 Minutes | Price: ¤149.00 | View Details
  • 24
  • October
  • 2024
  • Thursday
10:00 AM PDT | 01:00 PM EDT

The IRS Form 941 - Simplicities, Complexities, Specialties and Instructions for this Quarterly Form as well as Basics of the ERC

The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form. It's difficulty makes it easy to make mistakes. Mistakes are easily caught by the IRS.

Mark Schwartz Mark Schwartz | Duration:90 Minutes | Price: ¤149.00 | View Details
  • 29
  • October
  • 2024
  • Tuesday
10:00 AM PDT | 01:00 PM EDT

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Mark Schwartz Mark Schwartz | Duration:90 Minutes | Price: ¤149.00 | View Details
  • 31
  • October
  • 2024
  • Thursday
10:00 AM PDT | 01:00 PM EDT

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Mark Schwartz Mark Schwartz | Duration:75 Minutes | Price: ¤149.00 | View Details
Mark Schwartz

4-Hour Virtual Seminar on Audit Proofing your Payroll Operations

Do you know the common mistakes made by employers that result in audits? Although agencies will tell you that you were selected “randomly;” the truth is there are one or more red flags that made you a target.

Speaker: Mark Schwartz | View Anytime | Duration: 4 Hours | Price: ¤495.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

1099s including the new form 1099-NEC What payments are Reportable and when are they Due

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The Sarbanes Oxley Act and Payroll - How to Evaluate Internal Controls for Compliance with this Important Law

The Sarbanes-Oxley Act is a federal law that was enacted on July 30, 2002, in reaction to the major corporate scandals that were going on at that time, such as that which involved the infamous Enron.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

2023 IRS Forms W2 and W3 - Recent Changes, which Payments go in what Boxes, Deadlines, do’s and don’ts for Employers, and much more

The W2 is one of the most familiar forms in all of payroll. It is how we are introduced to tax filing season after our first job. As employees, we were already over the shock of gross vs net pay. As we became professionals, we were introduced to a variety of withholdings and benefits that populated our pay stubs.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Travel Pay - 2023 Update, Overview and Simplification of Federal Taxation Rules

Most employers send workers out to travel for a variety of reasons. But most every worker commutes to the office. Perhaps they travel from home on dispatch. Businesses can ask workers to travel from the office during the day for sales/service calls, errands, shopping, etc. Longer term travel includes conferences, long distance sales calls,, setting up stores, entertaining prospective clients and many other purposes.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and a number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

2023 IRS Forms W2 and W3 - Recent Changes, which Payments go in what Boxes, Deadlines, do’s and don’ts for Employers, and much more

The W2 is one of the most familiar forms in all of payroll. It is how we are introduced to tax filing season after our first job. As employees, we were already over the shock of gross vs net pay. As we became professionals, we were introduced to a variety of withholdings and benefits that populated our pay stubs.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do’s and Don’ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Audit Alert: You Have Been Selected for a Payroll Tax Audit How to Prepare for and Manage an Audit to Limit Its Impact on Your Company, and Your Career

Preparing for a payroll tax audit - OK. For all your best efforts, you have still been “selected.” Now is the time to BE REALLY CAREFUL. Learn how to negotiate both the time and expense involved in an audit. Learn how to prepare employees, and yourself, for interviews. What you say and how you say it matters. The records you provide can lead to so many other audits if you are not careful.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The New W4- How to Help your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer’s responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Expense Reimbursement Reporting - Don't make Non-Taxable Payments Taxable

Employee Expense Reimbursement for 2021: Guide to IRS Compliance incorporating the TC & JA

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

2023 IRS Forms W2 and W3 - Recent Changes, Which Payments go in What Boxes, Deadlines, Do’s and Don’ts for Employers, and Much more

The W2 is one of the most familiar forms in all of payroll. It is how we are introduced to tax filing season after our first job. As employees, we were already over the shock of gross vs net pay. As we became professionals, we were introduced to a variety of withholdings and benefits that populated our pay stubs.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do’s and Don’ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do’s and Don’ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The New W4- How to Help your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer’s responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 60 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Expense Reimbursement Reporting - Don't make Non-Taxable Pay

Employee Expense Reimbursement for 2021: Guide to IRS Compliance incorporating the TC & JA

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

3-Hour Virtual Seminar on The Mobile Workforce - New Realities for Employers Who Operate in More than One State

Covid-19 has made the situation a concern for many employers that previously didn’t have to worry.

Speaker: Mark Schwartz | View Anytime | Duration: 3 Hours | Price: ¤349.00 | View Details
Mark Schwartz

The New W4- How to Help your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer’s responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements : 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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:

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The New W4 - How to Help Your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer's responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Independent Contractor or Employee? How to Avoid Misclassifying Your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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:

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

THE NEW I9 - Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The IRS Form 941 - Simplicities, Complexities, Specialties and Instructions for this Quarterly Form as well as Basics of the ERC

The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form. It's difficulty makes it easy to make mistakes. Mistakes are easily caught by the IRS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

4-Hour Virtual Seminar on Audit Proofing your Payroll Operations

Do you know the common mistakes made by employers that result in audits? Although agencies will tell you that you were selected “randomly;” the truth is there are one or more red flags that made you a target.

Speaker: Mark Schwartz | View Anytime | Duration: 4 Hours | Price: ¤495.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Conducting an Internal Audit - An Ounce of Prevention

An ounce of prevention is worth a pound of cure, so the saying goes.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Conducting an Internal Audit - An Ounce of Prevention

An ounce of prevention is worth a pound of cure, so the saying goes.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

Choosing the Right Pay Instrument and Pay Period for your Company

We can start with recordkeeping requirements. Do you know what information must be kept on-hand to comply with Federal reporting requirements? The answer lies not in what forms you must keep, but what types of information should be contained therein. Also, learn what is necessary for compliance with electronic recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The IRS Form 941 - Simplicities, Complexities, Specialties and Instructions for this Quarterly Form as well as Basics of the ERC

The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form. It's difficulty makes it easy to make mistakes. Mistakes are easily caught by the IRS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤199.00 | View Details
Mark Schwartz

4-Hour Virtual Seminar on Audit Proofing your Payroll Operations

Do you know the common mistakes made by employers that result in audits? Although agencies will tell you that you were selected “randomly;” the truth is there are one or more red flags that made you a target.

Speaker: Mark Schwartz | View Anytime | Duration: 4 Hours | Price: ¤845.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

1099s including the new form 1099-NEC What payments are Reportable and when are they Due

1099s report payments made to non-employee service providers, as well as payments to suppliers and other entities you do business with.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The Sarbanes Oxley Act and Payroll - How to Evaluate Internal Controls for Compliance with this Important Law

The Sarbanes-Oxley Act is a federal law that was enacted on July 30, 2002, in reaction to the major corporate scandals that were going on at that time, such as that which involved the infamous Enron.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

2023 IRS Forms W2 and W3 - Recent Changes, which Payments go in what Boxes, Deadlines, do’s and don’ts for Employers, and much more

The W2 is one of the most familiar forms in all of payroll. It is how we are introduced to tax filing season after our first job. As employees, we were already over the shock of gross vs net pay. As we became professionals, we were introduced to a variety of withholdings and benefits that populated our pay stubs.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Travel Pay - 2023 Update, Overview and Simplification of Federal Taxation Rules

Most employers send workers out to travel for a variety of reasons. But most every worker commutes to the office. Perhaps they travel from home on dispatch. Businesses can ask workers to travel from the office during the day for sales/service calls, errands, shopping, etc. Longer term travel includes conferences, long distance sales calls,, setting up stores, entertaining prospective clients and many other purposes.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The New W4 - How to Assist Employees with Proper Completion for Payroll Withholding Purposes

In 2020, the IRS significantly revised the W4 form. Instead of employees simply completing the information about marital status and a number of exemptions; they now have to calculate withholding to include additional amounts if they have a second job, a spouse with a job, or self-employment income. This was in response to what the IRS deemed a significant increase in liabilities owed by individual taxpayers at the end of tax years.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

2023 IRS Forms W2 and W3 - Recent Changes, which Payments go in what Boxes, Deadlines, do’s and don’ts for Employers, and much more

The W2 is one of the most familiar forms in all of payroll. It is how we are introduced to tax filing season after our first job. As employees, we were already over the shock of gross vs net pay. As we became professionals, we were introduced to a variety of withholdings and benefits that populated our pay stubs.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do’s and Don’ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Audit Alert: You Have Been Selected for a Payroll Tax Audit How to Prepare for and Manage an Audit to Limit Its Impact on Your Company, and Your Career

Preparing for a payroll tax audit - OK. For all your best efforts, you have still been “selected.” Now is the time to BE REALLY CAREFUL. Learn how to negotiate both the time and expense involved in an audit. Learn how to prepare employees, and yourself, for interviews. What you say and how you say it matters. The records you provide can lead to so many other audits if you are not careful.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The New W4- How to Help your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer’s responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Expense Reimbursement Reporting - Don't make Non-Taxable Payments Taxable

Employee Expense Reimbursement for 2021: Guide to IRS Compliance incorporating the TC & JA

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

2023 IRS Forms W2 and W3 - Recent Changes, Which Payments go in What Boxes, Deadlines, Do’s and Don’ts for Employers, and Much more

The W2 is one of the most familiar forms in all of payroll. It is how we are introduced to tax filing season after our first job. As employees, we were already over the shock of gross vs net pay. As we became professionals, we were introduced to a variety of withholdings and benefits that populated our pay stubs.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do’s and Don’ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do’s and Don’ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can’t. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The New W4- How to Help your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer’s responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 60 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Expense Reimbursement Reporting - Don't make Non-Taxable Pay

Employee Expense Reimbursement for 2021: Guide to IRS Compliance incorporating the TC & JA

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

3-Hour Virtual Seminar on The Mobile Workforce - New Realities for Employers Who Operate in More than One State

Covid-19 has made the situation a concern for many employers that previously didn’t have to worry.

Speaker: Mark Schwartz | View Anytime | Duration: 3 Hours | Price: ¤549.00 | View Details
Mark Schwartz

The New W4- How to Help your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer’s responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Managers Mastering the Art of Effective Follow-Up: Navigating the 30-60-90 Days Performance Improvement Plan

The topic, "Managers Mastering the Art of Effective Follow-Up: Navigating the 30-60-90 Days Performance Improvement Plan," delves into the pivotal role of effective follow-up in driving employee growth and organizational success. In a dynamic business landscape, fostering employee development and ensuring optimal performance is paramount. This webinar offers managers a comprehensive guide to navigating the intricate process of performance improvement plans (PIPs) over the course of 30, 60, and 90 days.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

INDEPENDENT CONTRACTOR OR EMPLOYEE? How to Avoid Misclassifying your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management. Even as the cost of employing workers rises, facing an audit of workers you put on 1099 can mean an expensive payroll tax assessment – one that often ends in bankruptcy. Although the IRS has remained relatively consistent in their evaluation of working relationships, many states are forcing more and more workers to be put on payroll.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

New Form 1099 Reporting Requirements: 2023 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:

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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:

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The New W4 - How to Help Your Employees Navigate the Sections for Accurate Withholdings

This new design has caused much confusion for employers and employees alike. Although it is not the employer's responsibility to complete the form for employees (there are default entries for incomplete or missing W4s), a lot of payroll and HR departments are inundated with questions from workers.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Independent Contractor or Employee? How to Avoid Misclassifying Your Workers

Misclassifying workers is one of the costliest mistakes in all of personnel management.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9- Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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:

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

THE NEW I9 - Mandated Requirements for Worker Verification and Authorization

I9 is a form that employers MUST RECEIVE during the hiring process BEFORE THE EMPLOYEE STARTS WORKING. Employers take a high risk of not obtaining them prior to employment. The IRS and the USCIS both have specific rules on how to obtain, verify and process these forms.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll and HR Recordkeeping

There are a myriad of state and federal legislative requirements for payroll and human resource recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The IRS Form 941 - Simplicities, Complexities, Specialties and Instructions for this Quarterly Form as well as Basics of the ERC

The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form. It's difficulty makes it easy to make mistakes. Mistakes are easily caught by the IRS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't. If you have an organization of any size, you need to understand more than just federal and state tax withholding.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

4-Hour Virtual Seminar on Audit Proofing your Payroll Operations

Do you know the common mistakes made by employers that result in audits? Although agencies will tell you that you were selected “randomly;” the truth is there are one or more red flags that made you a target.

Speaker: Mark Schwartz | View Anytime | Duration: 4 Hours | Price: ¤845.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Conducting an Internal Audit - An Ounce of Prevention

An ounce of prevention is worth a pound of cure, so the saying goes.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Payroll Deduction Do's and Don'ts

From an employer's perspective, the rules can get complicated. Not withholding what we should has major consequences - as does deducting what we can't.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Conducting an Internal Audit - An Ounce of Prevention

An ounce of prevention is worth a pound of cure, so the saying goes.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

Choosing the Right Pay Instrument and Pay Period for your Company

We can start with recordkeeping requirements. Do you know what information must be kept on-hand to comply with Federal reporting requirements? The answer lies not in what forms you must keep, but what types of information should be contained therein. Also, learn what is necessary for compliance with electronic recordkeeping.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The IRS Form 941 - Simplicities, Complexities, Specialties and Instructions for this Quarterly Form as well as Basics of the ERC

The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form. It's difficulty makes it easy to make mistakes. Mistakes are easily caught by the IRS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

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 has changed a few times in the past 10 years, overtime worked is, and has always been, overtime earned. THERE ARE NO EXCEPTIONS.

Speaker: Mark Schwartz | View Anytime | Duration: 90 Minutes | Price: ¤399.00 | View Details
Mark Schwartz

The 940 - Properly Calculating and Paying Your FUTA Tax

The 940 calculates your total FUTA (Federal Unemployment Tax) owed for a calendar year.

Speaker: Mark Schwartz | View Anytime | Duration: 75 Minutes | Price: ¤399.00 | View Details

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