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
Full ETF Edge
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, joins the discussion on CNBC’s ETF Edge regarding Europe’s outperformance over the United States so far this year explaining, “There are some fundamental factors at play here that...
What Do Clients Want From A Fiduciary Financial Advisor
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, explains what clients want from a fiduciary financial advisor. To learn more about all things fiduciary, download "Fiduciary Wealth Management: The Millionaire's Guide to Hiring...
Hidden Challenges and Opportunities in Tax Season
An excerpt: Barse said that prudent financial planning starts and ends with the tax bill in mind. “Many of the CPAs out there are reactive tax filers, not strategic tax planners, and it really takes some expertise to understand which of the two you have in the tax...
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