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

What is Fiduciary Financial Planning?

What is Fiduciary Financial Planning?

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, introduces the value proposition of true fiduciary financial planning. A fiduciary is morally, ethically, and legally required to do what is in the best interest of the client....

read more
The Hottest Debate in Financial Services: Fees

The Hottest Debate in Financial Services: Fees

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, broaches the hot-button issue of fees during the Wealth Management EDGE conference. Want more key insights into what you should know about financial advisor fees? Request your free...

read more

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.