Michael J Burwick

Michael J Burwick

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Rating: 8.6

Licensed for 30 years

Financial markets and services Lawyer at Boston, MA
Practice Areas: Financial Markets and Services, Securities Offerings, Tax ... +2 more

99 Summer Street, 13th Floor, Boston, MA

About Michael

Biography

Practice Areas

5

Practice Areas

Financial Markets and Services 50%

Considerable knowledge, expertise, and experience with the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, FCPA, USA PATRIOT Act, BSA, AML and the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank). Broad legal, regulatory, and compliance experience in broker-dealer, registered investment adviser, asset management, and various fund settings.

31 years

50%
Securities Offerings 15%

Considerable knowledge, expertise, and experience with the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, FCPA, USA PATRIOT Act, BSA, AML and the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank). Broad legal, regulatory, and compliance experience in broker-dealer, registered investment adviser, asset management, and various fund settings.

31 years

15%
Tax 15%

Practice includes advising individuals, families and entities in the disposition of highly appreciated assets with respect to capital gains tax ramifications, depreciation recapture and other consequences of such disposition.

31 years

15%
Business 10%

Specialties include corporate compliance, controls and governance. Highly proficient in matters pertaining to the Sarbanes- Oxley Act (SOX). Experienced in matters arising under the Securities Act of 1933, the Securities Exchange Act of 1934, FCPA, USA PATRIOT Act, BSA, AML and the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank).

31 years

10%
Employee Benefits 10%

ERISA, Executive Compensation, ESOPs, Employee Benefit Law.

10%

Fees and Rates

Cost

Retainer

Always


Payment Methods

  • Cash
  • Check

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Licenses

Licensed in District of Columbia for 27 years

State: District of Columbia

Acquired: 1998

Good Standing

No misconduct found

Licensed in Florida for 30 years

State: Florida

Acquired: 1995

Member in Good Standing

No misconduct found

Location

Wagner Law Group

99 Summer Street, 13th Floor, Boston, MA, 02493

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Michael J Burwick's Reviews

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Michael J Burwick's Lawyer Endorsements

Endorse Michael
Todd Alexander Campbell headshot
Todd Campbell

Tax lawyer | Jan 21

Relationship: Worked together on matter

"I fully endorse this lawyer! Michael is a brilliant attorney, and a real pleasure to work with."

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Experience

Rating:  8.6 (Excellent)

Honors

2012

CALI Excellence for the Future Award, Georgetown University Law Center

1991

Phi Beta Kappa, Boston University

1991

Golden Key National Honor Society, Boston University

1991

Dieter H. Symington Sociology Prize, Boston University

1990

Dieter H. Symington Sociology Prize, Boston University

Work Experience

2016 - Present

President, Deferred Sales Trust Services LLC

2016 - Present

President, Boston Advisory Group LLC

2015 - 2016

Member, Hunter Business Law

2014 - 2016

Chief Executive Officer, TD Strategic LLC

2013 - 2014

Counsel, Day Pitney, LLP

1998 - 2013

Managing Partner, The Burwick Law Group

1996 - 1998

Legal Counsel, United States House Of Representatives

1995 - 1996

Assistant Attorney General, Office Of The Attorney General Florida

Associations

2014 - Present

Autism Speaks

Board of Directors

2013 - Present

Boston Bar Association

2013 - Present

Georgetown Law Advisory Board

Member

2013 - Present

The Spencer Foundation

Chairman

1998 - Present

District of Columbia Bar

1995 - Present

American Bar Association

1995 - Present

Florida Bar

Education

2012

Georgetown University Law Center

LL.M.

2011

Georgetown University Law Center

LL.M.

1995

Georgetown University Law Center

J.D.

1991

Boston University

BA - Bachelor of Arts

Speaking Engagements

2015

National Society of Compliance Professionals Regional Meeting

Current Issues in Securities Regulation

2014

National Society of Compliance Professionals' National Conference

Crowdfunding and Securities Law Implications Thereof

2014

Moderator and Panelist: Day Pitney Crowdfunding Webinar

Day Pitney Crowdfunding Webinar

2014

ADISA Alternative Investment Conference

Crowdfunding Issues for Broker-Dealers and Other Professionals

2013

2013 Red Flag Seminar

Moderator and Panelist: 2013 Red Flag Seminar

2009

Daily Radio Show

The Financial Consultants with Birnbaum and Burwick

2006

The Gathering of Angels Investor Retreat

Tax-Deferred Investment

Publications

Languages

English

Avvo Rating

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Avvo Rating Levels
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