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 Featured In Trust & Estates Magazine
"With the stock market hovering at an all-time high, there's never been a better time to evaluate which charitable planning strategies can help donors maximize impact via their estate planning." - Vance Barse"Family foundations are often best for donations of $1...
Vance Barse Built a Business to Bridge the Gaps
The Framework for Building a Private Wealth Management FirmEarlier this year, I had the pleasure of speaking with Rob Brown, host of The Purpose-Focused Advisor. Alongside sharing tactical methods that bridge the gap to benefit wealth management clients, the story...
Is Your Financial Plan Optimized? Fiduciary for High Net Worth Investors
Cost Structure Two Cost-for-Value Models Your Dedicated Fiduciary® and its team of experts deliver value via two cost-for-models. These models serve as frameworks for the majority of our clients. One-Time Flat Cost Analysis: This is a flat cost retainer to conduct...
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.
