by Nick | Apr 17, 2023 | News, Tax, Tax Reduction, Tax Season, VettaFi
An excerpt: Barse said that prudent financial planning starts and ends with the tax bill in mind. “Many of the CPAs out there are reactive tax filers, not strategic tax planners, and it really takes some expertise to understand which of the two you have in the tax...
by Nick | Apr 17, 2023 | InvestmentNews, News, Relocation, Tax, Tax Reduction
The $197 billion RIA is heading to Texas after Washington state refused to dial back a 7% tax on capital gains. An excerpt: Barse said the historically high inflation has become a “regressive tax” that makes states with lower tax rates even more attractive. “For many,...
by Vance Barse | Aug 1, 2022 | Blog, Charitable Planning, Financial Planning, Tax
Download this PDF By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ® Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and...
by Vance Barse | Aug 1, 2022 | Blog, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Roth Conversion, Tax, Uncategorized
Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost. A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it...
by Vance Barse | May 1, 2022 | Estate Planning, Fiduciary Financial Planner, Financial Planning, Tax, Tax Planning, Video
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down...
by Vance Barse | Dec 3, 2021 | Financial Planning, Tax
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, CPWA®, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar’s updated categories, reflects on what it was like leading a company through...
