Erik Klinger - Oak Gate Wealth Advisors

Erik Klinger - Oak Gate Wealth Advisors Financial Advisor, AWMA®, CRPC®, CEPA® - Oak Gate Wealth Advisors

09/02/2026

Tax reference numbers at a glance.

08/31/2026

A number of special tax benefits are available for investing capital gains in a qualified opportunity fund.

08/28/2026

The history of estate taxes in America has been a long and winding road.

08/26/2026

Index funds offer a simple, cost-effective way to participate in the markets, but not all funds are so simple.

08/24/2026

There are a number of family trusts that estate planners generally no longer use, either because they have lost certain tax benefits or because they are simply no longer a favored method of gifting. These trusts include the Clifford trust, the pot trust, and the Crown trust.

08/21/2026

Generally, you should keep your tax returns and supporting information for six to seven years.

08/19/2026

Certain types of trusts can protect your assets from future claims of creditors and future lawsuits. Trusts that have this protective feature are often referred to as asset protection trusts. Setting up an asset protection trust is a preventative measure that can keep you from losing your possession...

08/17/2026

You may be able to claim a tax credit for expenses you paid to adopt a child. In 2026, you can claim an adoption tax credit of up to $17,670 (up from $17,280 in 2025) of qualified adoption expenses per eligible child (including a child with special needs). Use IRS Form 8839 to claim the credit.

08/14/2026

Learn the signs of a "vacation hangover" and tips to ease the abrupt shift from relative freedom back into sustained attention, decision-making, and problem-solving.

08/12/2026

ESG strategies can be applied to the selection of bonds as well as stocks in portfolio construction and management.

Address

10000 Washington Boulevard, Suite 600
Culver City, CA
90232

Telephone

+14243435126

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