
Hybrid Event
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
3 Free NY & NJ CLE, 3 IRS CE/3NASBA CPE Credits

During his four decades of practicing tax law, Frank Agostino has been the driving force behind many successful lawsuits that sought to establish fair tax enforcement principles for taxpayers.Frank has extensive courtroom experience, litigating more than 100 tax matters, several of which established important precedents for taxpayers. Frank defended the taxpayer in a landmark suit, Commissioner v. Zuch, 145 S.Ct. 1707 (2025),in which the U.S. Supreme Court established that the U.S. Tax Court has limited jurisdiction over certain tax enforcement matters. Similarly, in Chai v. Commissioner, 851 F.3d 190, 2nd Cir. 2017, Frank helped to establish that the IRS must obtain supervisory approval before imposing penalties in tax deficiency proceedings. In those and other significant cases, Frank’s challenges to government enforcement processes resulted in precedents that have changed the way the IRSand Tax Court do business, while equipping tax lawyers with new arguments with which to defend their clients. Because of Frank’s stellar reputation in the tax bar, he has been ranked in Chambers in Band 1for Tax: Fraud Nationwide (USA) and in Band 1 for High Net Worth Private Client: Tax. Before joining Kostelanetz, Frank was the president and founder of Agostino & Associates, a well-known tax controversy firm in New Jersey. Prior to entering private practice, Frank was an attorney with the Internal Revenue Service’sDistrict Counsel in Springfield, Illinois and Newark, New Jersey. He also served as a SpecialAssistant United States Attorney, where he prosecuted primarily criminal tax cases. As an adjunct professor, Frank taught tax controversy at Seton Hall University W. Paul StillmanSchool of Business and Rutgers School of Law. He also served as the co-director of the Rutgers Federal Tax Law Clinic. Frank is a frequent speaker and author on tax controversy and litigation matters. He serves on theAdvisory Board of the Journal of Tax Practice and Procedure. Frank is actively involved with theAmerican Bar Association and the New York County Lawyers’ Association. Frank is also the President of Taxpayers Assistance Corp., which provides tax and legal advice to low-incometaxpayers in the NY/NJ area.
3 Free NY & NJ CLE, 3 IRS CE/3NASBA CPE Credits
Hybrid Event Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
An overview of the tax consequences of choosing a business entity—explaining how structures like sole proprietorships, LLCs, S corporations, and C corporations impact liability, taxation, and long-term financial strategy.
2 IRS CE/2 CTEC/2 NASBA CPE
An overview of Section 1202 Qualified Small Business Stock (QSBS) rules, highlighting federal capital gains exclusions, eligibility requirements, and key updates under the One, Big, Beautiful Bill.
An overview of California’s SB 711 Conformity Expansion, explaining how the law aligns state tax provisions with federal changes and what it means for businesses and taxpayers.
2 IRS CE/2 CTEC/2 NASBA CPE
An overview of the 2025 updates to R&D tax credits, covering new IRS forms, revised compliance requirements, and emerging risks businesses need to understand before claiming the credit.
2 IRS CE Ethics/2 CTEC Ethics/2 NASBA CPE Ethics**
Join John Sheeley, EA and Tax Practice Pro for our annual FREE ethics program — a tradition designed to give back to the tax community every Giving Tuesday. This year’s program takes a fun, insightful journey through the ethical challenges of using artificial intelligence in modern tax practice, inspired by the classic “Bill & Ted” films.
No IRS or CTEC Credit. Only NASBA CPE (2)
A breakdown of the OBBBA workflow overhaul, explaining new pay stub requirements, updated tip and overtime tracking rules, and key changes to tax organizers and compliance processes.
NASBA CPE Field of Study: Business Management & Organization NO IRS/NO CTEC
An analysis of whether the solopreneur model remains viable for solo tax professionals, exploring entity structure, self-employment tax exposure, liability considerations, scalability, and long-term tax planning strategy.
1 IRS/1 CTEC/1 NASBA CPE
A practical overview of using AI for tax research, including benefits, limitations, compliance risks, and best practices for accuracy, documentation, and professional responsibility.
2 IRS CE/2 CTEC/2 NASBA CPE
A guide to strengthening your office security through strategic updates to your Written Information Security Plan (WISP), including risk assessments, data safeguards, employee training, and compliance best practices.