June 27, 2019
In May 2019, a federal judge ruled that the Internal Revenue Service must change aspects of its policies regarding difficulty of care payments under Notice 2014-7. During this webinar, Applied Self-... 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
December 5, 2018

On December 5, 2018, Applied Self-Direction held a Preparing for Year-End 2018 Training webinar for FMS providers in self-direction. The training covered:

  • Best practices for Form W-2 and 1099-MISC production and filing
  • ... Read more
November 21, 2017

On November 15, 2017, Applied Self Direction held a Preparing for Year-End 2017 Training webinar for FMS providers in self direction. The training covered:

  • Best practices for Form W-2 and 1099-MISC production and filing Information on... Read more
May 10, 2017

2017 Self-Direction Conference Breakout Session: Representatives from the Internal Revenue Service (IRS) provided guidance on some of the largest compliance challenges facing FMS providers today. This presentation focused primarily on Notice 2014... Read more

April 7, 2017
Sample IRS Form SS-4 for a Fiscal/Employer Agent (F/EA) to obtain a separate Federal Employer Identification Number.
February 13, 2017

This February 2017 Membership Issue Brief, Updates from the Internal Revenue Service (IRS), includes the following topics:

  • One Organization with Multiple Separate Agent Employer Identification Numbers (EINs)
  • ... Read more
November 23, 2016

Just after the 2013 Financial Management Services conference in Baltimore, MD, the IRS stated that Home Care Service Recipients (HCSRs) can obtain EINs using the IRS’ online system. Third Party Designees for HCSRs can also obtain EINs on behalf... 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


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