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If the Tax Cut and Jobs Act were to expire, many people would experience some level of tax increase, at least federally. Since the fate of the TCJA will be in the hands of the U.S. government, we need to be prepared for anything. This checklist poses the questions you should be considering as the TCJA expiration gets closer. Depending on your situation, you may need to make significant changes to your current financial plan to keep it as tax efficient as possible.

For the past six years we have all enjoyed the tax breaks we received from the Tax Cut and Jobs Act. Tucked into that Act was the...