David Agosto has over 23 years of extensive experience counseling corporate taxpayers, individual taxpayers and tax-exempt entities in all aspects of state and local tax law including income, franchise, transaction (sales, use and gross receipts), property, estate and gift taxes. He has represented taxpayers at audits and formal and informal administrative hearings and court proceedings in over 34 jurisdictions throughout the United States. Clients have consulted Mr. Agosto for advice in structuring transactions to minimize exposure to state and local tax.

Mr. Agosto works closely with clients looking to provide for family members through estate planning and care for the elderly. He provides personalized services in these areas mindful of the sensitive nature of the myriad issues confronting clients and their families in developing a plan that may affect several generations.

In addition, Mr. Agosto has advised on federal corporation income, ERISA, partnership, tax-exempt organization and estate and gift tax matters.

The firm believes strongly in giving back to the community. Pro Bono activities include the Association of the Bar of the City of New York Elder Law Clinic, the Community Tax Aid tax return preparation clinic and the Legal Aid Society Low Income Taxpayer Clinic for which Mr. Agosto has also served on the Advisory Board since its inception. Mr. Agosto has also served on the City Bar’s state and local tax committee and the Board of Assessment Review of the Village of Hastings-on-Hudson, New York.

Mr. Agosto received a B.A. in History from Yale College and earned his law degree from the Columbia University School of Law. He also graduated with a Masters in Tax Law from New York University. Mr. Agosto is admitted to practice in New York and Connecticut and before the U.S. Tax Court.