The Federal Rules of Evidence in Tax Cases – Part I
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.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00774-25
CTEC Course #: 6248-CE-00143
Frank Agostino
,
Esq.
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.
Recommended Webinars
The Federal Rules of Evidence in Tax Cases – Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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.
The Federal Rules of Evidence in Tax Cases – Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual or LIVE In-Person attendance. 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.
The Trial of a US Tax Court Case – Practice & Procedure Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual or LIVE In-Person attendance. 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.
Correspondence Audits
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Correspondence AuditsIntro to Exam for Individuals, Rentals, & Business
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Intro to Exam for Individuals, Rentals, & BusinessForm 8300: Cash and Currency
2 IRS CE/2 CTEC CE/2 NASBA CPE*
The first half will review the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) and the role of the Form 8300. The second hour will focus on how to fill out the form correctly, including using the BSA e-filing portal, and potential audit issues.
Form 8300: Cash and CurrencyIntro to Representation
2 IRS CE/2 CTEC CE/2 NASBA CPE*
This course provides a comprehensive overview of the Internal Revenue Service (IRS) structure and divisions, the types of issues that can arise after a return is filed, and the critical role of tax representation in resolving tax controversies.
Intro to RepresentationFederal Energy Credits for Individuals & Businesses After OBBBA
2 IRS CE/2 CTEC CE/2 NASBA CPE*
This webinar explores the latest IRS guidance, eligibility requirements, and documentation standards for residential energy efficiency improvements, clean vehicles, and commercial energy property. It also examines the newly introduced carryforward, transferability, and recapture provisions, ensuring participants are equipped to maximize credit benefits and avoid compliance pitfalls. The webinar is a must to tax professionals advising clients on renewable energy installations, clean vehicle purchases, or energy-efficient business improvements.
Federal Energy Credits for Individuals & Businesses After OBBBAWho Pays the tax: DNI and Capital Gains for Non-grantor Trust
1 IRS CE/1 CTEC CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Who Pays the tax: DNI and Capital Gains for Non-grantor TrustSplit Interest Charitable Trusts and Form 5227 Compliance Matters
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Split Interest Charitable Trusts and Form 5227 Compliance MattersGILTI as Charged: Schedule I-1 & Form 8992
2 IRS CE/2 NASBA CPE*
Only available for TPP unlimited CE subscribers. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
GILTI as Charged: Schedule I-1 & Form 8992Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates
2 IRS CE/2 CTEC CE/2 NASBA CPE*
When disaster strikes, tax professionals are often the first line of defense in helping clients navigate complex recovery rules. This timely webinar explores the significant legislative changes brought by the 2024 Federal Disaster Relief Act and the 2025 OBBB extension, equipping tax practitioners with the tools needed to apply the latest federal tax relief provisions to individual and business clients impacted by federally declared disasters. Led by Jane Ryder, EA, CPA, this program demystifies qualified disaster loss rules, nonrefundable and excludable payments, casualty loss deductions, expanded filing deadlines, and the distinctions between state and federal disaster declarations. This webinar discusses how to recognize eligible events, document client losses, and apply the correct tax treatment—whether the disaster occurred in 2020 or 2025. Whether your clients suffered wildfire damage, flood losses, or derailment-related hardship, this course provides up-to-date, IRS-aligned guidance for accurate and beneficial tax relief claims.
Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates
Hmm...nothing here yet.
