November 9, 2026

In-Person

High Peaks Resort - Lake Placid
2384 Saranac Avenue, Lake Placid, New York 12946

NYSED 3
•
NASBA 3

Adirondack Chapter: The IRS and Current Practice Issues

November 9, 2026
In-Person
NYSED 3
•
NASBA 3

Adirondack Chapter: The IRS and Current Practice Issues

  • Instructor

    Jacqueline
    Kelly-Myers

An IRS representative will present current practice issues related to the Written Information Security Plan (WISP) document and its requirements. The session will cover how to access IRS services and identify relevant contacts. Attendees will learn about available resources and procedures for accessing IRS support. The presentation will also provide an overview of the IRS Document Upload system.

Learning Objectives

  • Identify the key requirements and components of a WISP document
  • Describe available IRS services, access procedures, and important contact resources
  • Explain how to navigate and use the Document Upload system

Major Topics

  • WISP Document Requirements
  • IRS Services and Contacts
  • Document Upload System

CPE Credits Available

NYSED 3
NASBA 3
3
Taxation (NYSED) - NYSED
3
Taxes (NASBA) - NASBA

High Peaks Resort - Lake Placid

2384 Saranac Avenue, Lake Placid, New York 12946

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None.

Intended Audience

CPAs whose practice interfaces with the IRS.

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