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

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.