August 20, 2020

This resource provides an overview of the application process with information directly from the HHS website and ASD interpretations specific to the nuances of the F/EA application and associated tax forms. HHS has updated the application for... Read more

July 28, 2020

We have compiled self-direction questions and answers with our advice based on our understanding of the HHS published guidance for the Provider Relief funding, General Distribution Phase 3. This resource was updated on October 27, 2020.

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July 13, 2020

On July 13, 2020, Applied Self-Direction recorded a FFCRA Tax Filing Update for members. The recording is available online and the slides and sample Assignment Agreement (... Read more

June 2, 2020

Applied 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


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