Dale William Mason

Employer firm

Mg Capital Partners, LLC CRD 305512

$83.3M regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 01/2020
  The Wolf Group
  Fairfax, VA
• 01/2020 → Present
  Kaufman Accounting
  Mclean, VA
• 01/2019 → Present
  Dale Mason, Cpa & Co
  Vienna, VA
• 01/2020 → Present
  Mg Capital Partners, Llc
  Vienna, VA

Other Businesses

I own my own CPA business, Dale Mason, CPA & Co. In this business I perform international tax consulting services for US citizens abroad and foreign nationals in the U.S. When a client needs tax preparation services, I refer the client to one of two accounting firms and then perform a final quality control review of the return. For this work, I typically receive 20% of the total invoice. I am a licensed insurance agent in Virginia. I obtained my license in 2019 and have not made any commissions yet as I will begin this business in late January, 2020. I will mostly sell term life insurance and long-term care insurance. I am a CPA who owns my own business (Dale Mason, CPA & Co.). In this business I mainly provide international tax consulting advisory services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-17

Other Names

• Daniel William Mason