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 in InvestmentNews: Smart Money is Pouring into Fixed Income
“The 2019 tax season was an eye-opening one for many high-income earners, particularly in states like New York and California, given the $10,000 state and local tax deduction cap,” Mr. Barse said. “We’ve seen a newfound appetite for municipal bonds given their tax-equivalent yield.”
Vance in InvestmentNews: Morningstar Improving Bond Fund Data Reporting
“The more transparency we practitioners are provided, the better,” said Vance Barse, a financial adviser at Manning Wealth Management Inc.
Vance in InvestmentNews: Schwab moving to subscription fees could be watershed moment for advice industry
Vance Barse, a wealth strategist at Manning Wealth Management, agrees that advisers who charge full-service prices while only providing portfolio management could lose some accounts to the subscription fee model.
However, Mr. Barse is concerned that people with complex needs may be wooed by lower costs and end up being underserved.
“Are these CFPs working alongside the client’s CPA and estate planning attorney?” Mr. Barse asked. “This news leaves me with more questions than answers, and I am inclined to open an account to evaluate first-hand how evolved these planners are and what the client experience is like.”
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