@Wade Kulesa I’m a Certified Financial Planner and not a Dave fan.

As a tax planner we are already getting inquires to look at worst case scenarios, mainly if these large tax changes happen.

All because your expert planner was really a cook, lol.

We're going into contract on two duplexes, with one in her name, and one in mine, for financing reasons.We're looking to meet with an attorney and tax planner, so we'll absolutely ask these questions there as well, but I wanted to ask the forum first.I work a full time w2 job.

I also believe if you're getting crushed in taxes, you are either; 1) A poor tax planner; 2) Have a terrible CPA; 3) Have more money than most human beings.

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Every financial planner/advisor would state to save 3-6 months of bills. 

This is a question for the city planner, or if you don't have time to go to city hall, an architecture who is familiar with San jose. 

These planners are a perfect way to stay on track 

We have both an accountant/tax man and a financial planner.