In April 2023, Applied Self-Direction held a member forum for Financial Management Services (FMS) members. During this forum, attendees identified ambiguities of Notice 2014-7, including the application of Notice 2014-7 for Home and Community-... Read more
FMS
December 13, 2022
In December 2022, Applied Self-Direction held a Preparing for Year-End 2022 training for Financial Management Services providers in self-direction. The training covered:
- Proper procedures for Form 941 completion and filing, including... Read more
November 2, 2022
Self-Direction 101 is a training event exclusively available to FMS members. This training provides an overview of the philosophy and history of self-direction, relevant research, and basic program elements. Self-Direction 101 is especially... Read more
October 11, 2022
The IRS' Internal Revenue Manual (IRM) is an extensive- and somewhat daunting- compilation of guidelines used by IRS employees to administer federal tax law.
During this webinar, Laura Mauldin answered some of ASD’s... Read more
September 15, 2022
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... Read more
July 15, 2022
Applied Self-Direction compiled and analyzed public, state-reported data from 1915(c) waivers about the cost of Financial Management Services (FMS) in Medicaid-funded self-direction. We undertook this effort in response to one of our most... Read more
June 8, 2022
During this forum, Financial Management Services (FMS) members identified key drivers of FMS cost and quality and share their perspectives. To kick off the discussion, Kate Murray from Applied Self-Direction presented initial findings from a... Read more
December 21, 2021
In December 2021, Applied Self-Direction held a Preparing for Year-End 2021 training for Financial Management Services providers in self-direction. The training covered:
- Proper procedures for Form 941 completion and filing, including... Read more
December 16, 2020
In December 2020, Applied Self-Direction held a Preparing for Year-End 2020 Training webinar for FMS members. The training covered:
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A step-by-step walkthrough of FICA refunding procedures for employees who... Read more
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
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