Navigating the Real Estate Market in 2025
Vance Barse Featured in USA TODAY on Home Buying and Tax Time
Did you buy or sell a home in 2025? There’s a lot to think about, especially for first-time buyers or sellers.
Expert Guidance
If you sold a home during 2025, particularly one you had owned for a while, you may have pocketed a good amount of cash. Luckily, homeowners are entitled to an exclusion on the capital gains you reap from the sale” – Vance Barse
2025 Tax Tips
“Single filers can exclude up to $250,000, while the exclusion goes up to $500,000 for taxpayers filing jointly. The exclusion does have some restrictions: you need to have lived in the home for two years in a row during the last five years, for example.” – Barse
More Wealth Management Insights from Vance Barse and Your Dedicated Fiduciary®
Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor
The power of education is remarkable, so I’m offering this resource to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about hiring, and outlines how to hire the right financial advisor.
Marrying Passion & Purpose: Tax-Smart Charitable Planning Strategies for Equestrians
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 specializes in advanced planning
83(b) Election in San Diego Biotech: Tax Strategy for Investors
For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, the implications of filing a 83(b) aren’t just tax efficiency, they’re wealth architecture.Start Building a Long-Term Strategy for Your Equity & Financial FutureIf you work in San Diego biotech...
Roth Conversion Strategy in 2026: How Market Volatility Creates Tax Planning Opportunities
For High Net Worth (HNW) and Ultra High Net Worth (UHNW) investors heading into 2026, one theme continues to dominate advanced wealth planning conversations: Taxes are still, in my opinion, the largest controllable drag on long-term wealth and in periods of market...
The Structural Drivers of Financial Stress
As we lean into May as Mental Health Awareness Month, discussions around financial well-being often focus on outcomes such as portfolio performance, tax efficiency, or long-term planning success. Less frequently addressed is the role that structure plays in shaping...
Stay Updated with Our Insights
Vance Barse
Request a Private Wealth Strategy Call with Vance Barse
Connect one-on-one to explore tailored planning designed for high-net-worth families, executives, and business owners.