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The Mason Companies offers the following services to further assist our clients:
Charitable Giving
In the planned giving area, Mason Investment Advisory Services, Inc. helps our individual clients integrate the complex principles of financial and estate planning with charitable motivation. For our Investment Stewardship clients, we support their development department by offering assistance to donors interested in exploring how best to structure gifts to meet financial and estate planning goals in addition to their charitable objectives.
Tax Planning and Preparation Services
The Tax Group of the Mason Companies provides individual income tax return preparation for the federal, state, and local jurisdictions in which our clients are required to file.
For information on Tax Planning or Charitable Giving Services please contact Robert Corno at 703-716-6000, or services@masoncompanies.com.
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