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, Applied Self-Direction's Laura Mauldin has!
During this 2022 National Self-Direction Conference session, Laura provided an overview of key tax forms used in F/EA services, including when, how, and why to use certain forms. Additionally, she reviewed some of the most common forms mistakenly included in F/EA services. This session was perfect for Financial Management Services providers who were new to F/EA services or those who wanted a refresher.