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: The AMT Is No Longer a Problem for Many Clients
“One of the primary pain points among middle- and upper-middle-class taxpayers was the AMT,” said Vance Barse, adviser at Manning Wealth Management. “It’s back to being a tax on truly high-income earners.”
Succession Link Webinar: Growth Through Acquisition: Finding the Right Fit
Attention financial advisors, wealth managers, and brokers: are you one of the many without a continuity or succession plan? In this Succession Link webinar, you’ll learn how to find the right suitor and about the key drivers to a successful transition.
Vance in InvestmentNews: Investing Legend Jeff Vinik Gets a Lukewarm Reception
Vance Barse, wealth strategist at Manning Wealth Management, agreed that the current cycle, including an historic 10-year bull market, has put star managers on the back burner for now.
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