The FUNdamentals of F/EA Forms!

April 29, 2021

Self-Direction Virtual Conference Series


The FUNdamentals of F/EA Forms!

Have you ever wondered why Fiscal/Employer Agents (F/EAs) use certain tax forms? Have you ever seen a form and thought, “this form is perfect for F/EAs, should we use it?”  Well, if you haven’t, ASD’s Laura Mauldin has!  During this session, Laura will provide an overview of key tax forms used in F/EA services, including when, how, and why to use certain forms.  Additionally, she will review some of the most common forms mistakenly included in F/EA services.  This session is perfect for FMS providers who are new to F/EA services or those who want a refresher.



Thursday, April 29th from 3-4 PM (EST). 



Registration is free but limited to the first 500 registrants. You can register here



Laura Astor Mauldin, a Financial Management Services (FMS) Analyst at Applied Self-Direction, will lead this session and discuss some of her favorite tax forms. Laura is passionate about the tax processes for F/EA operations.  She has been the voice behind many of ASD’s tax and labor updates over the past year. Her tax and labor law research and operational procedures have established best practices for FMS around the country. Additionally, she has worked extensively with case managers and individuals who self-direct during program enrollment and coordinated quality assurance activities for self-direction programs.



This session is part of our free Self-Direction Virtual Conference Series. Subscribe to our mailing list to get the latest information on conference sessions.