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NATP Tax Forums 2026

Agenda

The agenda is built around real-world tax challenges, helping you move beyond theory into practical application. Each session is led by practitioners who understand how tax work actually happens. Sessions are designed to encourage meaningful questions and discussion.

Pre-Reg Day

12:00 PM - 5:30 PM
  • Add-on workshop

Annual Federal Tax Refresher (AFTR) workshop

Separate registration is required to attend this workshop. Take the first step in earning your AFSP Record of Completion. Registration will open soon!

Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
Misty Erickson, MBA
Misty Erickson, MBA Philadelphia
6 CPE for AFSP, CPA, CRTP
Update
12:00 PM - 4:30 PM
  • Add-on workshop

California Update workshop

Separate registration is required to attend this workshop. This course will cover the latest changes in California tax laws and regulations. Registration will open soon!

Lawrence Pon, CPA, CFP®, PFS, EA, USTCP, AEP
Lawrence Pon, CPA, CFP®, PFS, EA, USTCP, AEP Las Vegas
5 CPE for CRTP
California Tax Update
3:00 PM - 5:30 PM

Registration desk is open

Stop by to pick up your event badge. You’ll use this to scan into sessions and track CPE.

Day 1

8:15 AM - 9:15 AM

Individual and Business Updates

Stay current on the latest federal tax developments affecting the upcoming filing season.

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Philadelphia
Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
Misty Erickson, MBA
Misty Erickson, MBA Philadelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update

10:30 AM - 12:10 PM  |  Concurrent sessions

10:30 AM - 12:10 PM

1099 Intake and Reconciliation Best Practices

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
10:30 AM - 12:10 PM

Required Minimum Distributions Rules and Planning Options

Randy Adams, EA, MSA
Randy Adams, EA, MSA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
10:30 AM - 12:10 PM

S Corporation Compensation and Distribution Planning

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
10:30 AM - 12:10 PM

Side Gigs and Multiple Schedule C Reporting

Misty Erickson, MBA
Misty Erickson, MBA Phildelphia
Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

1:30 PM - 3:10 PM  |  Concurrent sessions

1:30 PM - 3:10 PM

Fixing Missed Depreciation with Form 3115

Jeremy Kniffen, CPA
Jeremy Kniffen, CPA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:30 PM - 3:10 PM

AI and Ethics for Tax Professionals

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Basic level
1:30 PM - 3:10 PM

Short-Term Rental Tax Reporting and Planning

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:30 PM - 3:10 PM

Reporting Like-Kind Exchanges

Randy Adams, EA, MSA
Randy Adams, EA, MSA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level

3:30 PM - 5:10 PM  |  Concurrent sessions

3:30 PM - 5:10 PM

Evaluating the S Corporation Election

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
3:30 PM - 5:10 PM

Reporting Asset Dispositions with Form 4797

Jeremy Kniffen, CPA
Jeremy Kniffen, CPA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
3:30 PM - 5:10 PM

Tangible Property Rules in Practice

Randy Adams, EA, MSA
Randy Adams, EA, MSA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Basic level
3:30 PM - 5:10 PM

Matching 1098-T and 1099-Q on the Tax Return

Misty Erickson, MBA
Misty Erickson, MBA Phildelphia
Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

Day 2

8:15 AM - 9:55 AM | Concurrent sessions

8:15 AM - 9:55 AM

Short-Term Rental Tax Reporting and Planning

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
8:15 AM - 9:55 AM

AI and Ethics for Tax Professionals

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Basic level
8:15 AM - 9:55 AM

Avoiding Common CP2000 Errors and Delays

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
8:15 AM - 9:55 AM

Trust Basics for Tax Pros

Randy Adams, EA, MSA
Randy Adams, EA, MSA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

10:30 AM - 12:10 PM | Concurrent sessions

10:30 AM - 12:10 PM

Reporting Like-Kind Exchanges

Randy Adams, EA, MSA
Randy Adams, EA, MSA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
10:30 AM - 12:10 PM

Avoiding Common CP2000 Errors and Delays

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
10:30 AM - 12:10 PM

Evaluating the S Corporation Election

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
10:30 AM - 12:10 PM

Matching 1098-T and 1099-Q on the Tax Return

Misty Erickson, MBA
Misty Erickson, MBA Phildelphia
Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

1:30 PM - 3:10 PM | Concurrent sessions

1:30 PM - 3:10 PM

Self-Employed Health Insurance Deduction Rules and Real-World Reporting

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level
1:30 PM - 3:10 PM

Fixing Missed Depreciation with Form 3115

Jeremy Kniffen, CPA
Jeremy Kniffen, CPA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:30 PM - 3:10 PM

1099 Intake and Reconciliation Best Practices

A.J. Reynolds, EA
A.J. Reynolds, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
1:30 PM - 3:10 PM

Side Gigs and Multiple Schedule C Reporting

Misty Erickson, MBA
Misty Erickson, MBA Phildelphia
Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

3:30 PM - 5:10 PM | Concurrent sessions

3:30 PM - 5:10 PM

Trust Basics for Tax Pros

Randy Adams, EA, MSA
Randy Adams, EA, MSA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level
3:30 PM - 5:10 PM

S Corporation Compensation and Distribution Planning

Jared Foos, EA
Jared Foos, EA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
3:30 PM - 5:10 PM

Reporting Asset Dispositions with Form 4797

Jeremy Kniffen, CPA
Jeremy Kniffen, CPA Las Vegas, Minneapolis, Phildelphia
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
3:30 PM - 5:10 PM

Net Investment Income Tax Essentials and Planning

Misty Erickson, MBA
Misty Erickson, MBA Phildelphia
Kathryn Keane, EA
Kathryn Keane, EA Las Vegas, Minneapolis
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level

Deeper knowledge.

Better decisions.

Stronger practice.