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®
High-Net-Worth Financial Planning: Are These Gaps Costing Your Family?
High net worth financial planning requires more than investment management. Barse highlights common planning gaps that cost the wealthy millions.
Donor-Advised Funds: A Tax-Smart Way to Support Your Favorite Charities
Maximize your 2025 tax deductions with donor-advised funds. Use donor-advised funds to maximize tax deductions, eliminate capital gains, and honor your family legacy.
An Advisor’s Guide to Client Misconceptions
Financial Advisors’ confidence level of financial literacy and planning is different from that of their clients. Because of this, it may be a struggle getting on the same page at the beginning of any financial wealth management services. Vance Barse, Founder of Your Dedicated Fiduciary®, starts with an understanding of what their foundational financial literacy is.
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