June 2, 2020

Applie Self-Direction developed a guide for Fiscal/Employer Agents for how to report FFCRA payments and claim tax credits on the new IRS Form 941 and Schedule R. The guide was written using the current draft versions of both... Read more

May 7, 2019
2019 Self-Direction Conference Breakout Session: Compliance with the USCIS Form I-9, Employment Eligibility and Verification is under heightened scrutiny, yet the topic can be murky for Fiscal/Employer Agents and even Agency with Choice providers.... Read more
May 7, 2019
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... Read more
January 8, 2019
This reference guide compiles key excerpts from the Internal Revenue Manual (IRM) that pertain to Fiscal/Employer Agents (F/EAs) operating under Section 3504 of the Internal Revenue Code. The Internal Revenue Manual is an extensive compilation of... Read more
May 10, 2017

2017 Self-Direction Conference Breakout Session: This session was an intensive on key tax forms used in the provision of Fiscal/Employer Agent (F/EA) services, including when, how and why to use certain forms. Topics included forms participants... Read more

April 18, 2017
A presentation on the challenges in operations and compliance for Fiscal/Employer Agents.
November 22, 2016

Participant Direction programs and providers of FMS constantly strive to improve the quality of programs. Enrolling participants as employers of their own staff is a critical element of any program that uses a Fiscal/Employer Agent model of FMS,... Read more

November 22, 2016

While research shows that incidences of fraud are not any more prevalent in participant direction than other service models, programs must constantly contend with how to minimize fraud. Speakers from Allied Community Resources share promising... Read more

November 22, 2016

Judith Davis, the IRS internal expert on Home Health Care Service Recipients (HHCSRs) and Michelle Weigelt, IRS Office of Chief Counsel attorney in the Employment Tax Branch, present updates from the IRS that impact Fiscal/Employer Agents serving... Read more

November 22, 2016


Summary of different models of FMS


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