Mason has over 20 years of experience providing integrated tax planning and preparation services to high-net-worth families and their related business entities. In his role as Director of Tax at TFO Family Office Partners, Mason leads the firm’s tax practice, overseeing the income tax services provided to clients. Mason has deep expertise in transactional tax planning for both individuals and flow-through entities, and he specializes in developing and executing income tax strategies that are aligned and integrated with a client’s goals and purpose. Mason is also a member of TFO’s leadership team, serving on the firm’s Operating Committee and Executive Committee.
What most excites you about your work?
Everyday I have the opportunity to help people, solve puzzles, and learn something new.
Why did you choose TFO Family Office Partners?
I wanted to be part of a team that I knew had a great combination of skills, integrity, and shared vision to build an exceptional multi-family office.
What are some of your life's biggest influences?
I have been lucky enough to work with the same group of people at TFO for many years, and together, we have grown and influenced each other in countless ways.
Education
Arizona State University
B.S. Accounting
B.S. Management
Master of Taxation
Hobbies and Interests
- Spending time with my family
- Working on my hobby farm
- Spending time outdoors
Industry Designations and Certifications
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ professional
(CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”)
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