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
Fiscal Justice Investing Is Changing the Municipal Bond Market
A new generation of investors is imbuing that traditional sense of purpose with an awareness of those who have been historically underserved. An excerpt: A strategy developed by fiscal justice practitioners “would allow people to manifest their well intentioned...
Riskalyze’s Fearless Investing Summit: Making the News with Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Riskalyze to speak alongside several leading financial journalists at this year's Fearless Investing Summit. This insightful session outlines how to leverage key...
What is the Value of a Family Office?
With tax season upon us, Vance Barse was interviewed by Heather Bell of ETF.com about the value of the family office model and tax-efficient investing. An excerpt: “If it involves a dollar sign within someone's estate, we help serve as a financial steward so they can...
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.
