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Andrea Zakko

Andrea C. Zakko is an associate at Withers Bergman LLP in New Haven.

Articles by Andrea Zakko
When Does an Estate Have Reasonable Cause for Failure to Timely File Its Estate Tax Return? 
Charitable Deduction Denied 
In Evenchik v. Commissioner, T.C. Memo. 2013-34 (Feb. 4, 2013), the taxpayers donated approximately 72 percent of their shares in a corporation called Chateau Apartments, Inc., to a non-profit housing organization. The issue addressed in the case was whether the taxpayers submitted a qualified appraisal for the charitable deduction carryforward claimed on their 2006 return.
The Meaning of “Reasonable Cause”
In a recent decision, a Massachusetts federal court upheld the Internal Revenue Service’s assessment of penalties when, based on the advice of its accountants, an estate didn’t file a timely estate tax return.
Taypayer Runs Afoul of Early Distribution Rule
The Tax Court recently addressed whether a taxpayer must pay an additional 10 percent income tax on distributions he received from his qualified retirement plans, despite the fact that the funds were subsequently used to pay court-ordered alimony to the taxpayer’s former spouse.
Tax Deduction Denied for Yacht Expenditures
Andrea C. Zakko reports on a recent court decision and why it's not always wise for lawyers to throw everything but the kitchen sink into their claims.
Survey Reveals Insight into Gifting Options for High-net-worth Individuals
Andrea Zakko reports on the results of a recent study that advisors to high-net-worth clients may find enlightening.
Cautious Appraisals Required for Donations of Conservation Easements
Andrea Zakko reviews the Tax Court's recent opinion on donations of conservation easements.
Estate Tax Plays Role in Calculation of Damages
Andrea C. Zakko highlights the decision in Beim v. Hulfish
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This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

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