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
Managing A Portfolio During Inflation: Danielle DiMartino Interviews Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses how to manage a portfolio during inflation with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider. Download "Fiduciary Wealth...
Reducing Portfolio Cost and Tax Drag: Danielle DiMartino Interviews Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses how to reduce portfolio cost and tax drag in taxable brokerage accounts with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider....
Active vs. Passive Management: Danielle DiMartino Interviews Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses why the active vs. passive management debate is flawed with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider. Download "Fiduciary...
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.
