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Misty Erickson, MBA

Tax content manager, NATP

Presenting in: Philadelphia

This speaker was at NATP Tax Forums 2026.
Stay tuned for details about 2027.

Bio

Erickson is the tax content manager for the National Association of Tax Professionals (NATP), where she has worked since 2016. She began her tax career in 2006 at a state revenue department. In addition to her role at NATP, Erickson operates a small tax practice, allowing her to stay connected to the day-to-day realities of tax preparation and client service.

Sessions

Individual and Business Updates

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

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update

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

Education benefits are a frequent source of client confusion and return errors because the forms do not always tell the full story.

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

Side Gigs and Multiple Schedule C Reporting

Multiple streams of self-employment income are more popular than ever, and it is common to see a mix of income sources in the same household.

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level

Net Investment Income Tax Essentials and Planning

The net investment income tax (NIIT) can surprise clients who do not see themselves as high income, especially in years with investment gains, retirement distributions, rental activity or a change in filing status.

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level