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December 22, 2022

MarketWatch quoted Tax Partner Jonah Gruda in an article about strategies for swapping low-interest CDs for higher-rate certificates.

MarketWatch

By Andrew Keshnertax

Tax Advisory Services

Excerpt:

“There’s a few little gimmes in the IRS tax code and this seems to be one of them,” said Jonah Gruda, tax partner in the family wealth services group at Marcum.

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MarketWatch quoted Tax Partner Jonah Gruda in an article about strategies for swapping low-interest CDs for higher-rate certificates.

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