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Dominic will offer insights specializing in delivering tailored premium financing solutions, empowering high-net-worth individuals and businesses to unlock opportunities and achieve financial growth with exclusive, strategic expertise.

Discover how you can diversify your portfolio, achieve tax advantages, and take control of your financial future by investing in assets like real estate, private equity, and precious metals. Join Madison Trust to explore actionable steps toward financial freedom and learn how alternative investments have the potential to protect against market volatility. 

Dominic will offer insights specializing in delivering tailored premium financing solutions, empowering high-net-worth individuals and businesses to unlock opportunities and achieve financial growth with exclusive, strategic expertise.

Join Darren Neuschwander, CPA, managing member of Green, Neuschwander & Manning, LLC, for insights and information to help traders file their 2024 federal tax returns. This session will go over how active traders can qualify for trader tax status (TTS) to deduct business, start-up, and home office expenses on 2024 tax returns. Active securities traders trigger many wash sale loss adjustments, which can defer capital losses to the subsequent year. TTS traders can elect Section 475 mark-to-market accounting on securities, which exempts them from wash sale losses and the $3,000 capital loss limitation. It’s ordinary income or loss. However, the 2024 Section 475 election was due by April 15, 2024.