From The Horse's Mouth: Exploring IRS Guidance on Fiscal/Employer Agent Operations

2019 Self-Direction Conference Breakout Session: In this session, Applied Self-Direction Director of Policy Kate Murray explores a wealth of IRS guidance for Fiscal/Employer Agents, with a focus on lesser-known but critically important content from the Internal Revenue Manual. Attendees gain insight into F/EA rules and requirements, learn about how the IRS oversees tax requirements for employers and agents in self-direction, and receive tips on communicating with IRS staff who are not familiar with self-direction. This session is designed for F/EA and state staff who are new to F/EA tax operations and/or would like to learn more.