FMS

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
April 30, 2021

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,... 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:

  • 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

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.

... Read more

December 13, 2019

In December 2019, Applied Self-Direction held a Preparing for Year-End 2019 Training webinar for FMS providers in self-direction. The training covered:

  • New in 2020: What you need to know about the changes to Form W-4
  • Proper... 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

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