Mr. Burwick’s practice concentrates on tax law and securities law and includes significant real estate, general corporate experience as well as securities and commercial litigation. He has considerable knowledge and expertise with the Internal Revenue Code (“IRC”), state and local tax regulations, the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, and the rules and regulations promulgated and enforced by the U.S. Securities and Exchange Commission (“SEC”) and the Financial Industry Regulatory Authority (“FINRA”).
Mr. Burwick’s tax and securities experience includes advising clients with respect to capital gains liability concomitant to the disposition of highly appreciated assets, investment in Qualified Opportunity Zones, the formation of Qualified Opportunity Funds, the formation of employee stock ownership plans (“ESOPs”), advice and counsel on various types of public and private offerings, including crowd sourcing and crowd funding, rights offerings and private offerings made pursuant to Regulation D. Mr. Burwick advises clients on how best to comply with the securities laws and the rules and regulations propagated thereunder and he advocates on behalf of financial services firms in conflicts with FINRA and the SEC . He is highly skilled in the legal and compliance arena with respect to brokers and dealers, registered investment advisers and asset managers. He also has in-depth corporate law experience including entity formation, corporate governance issues and succession matters.
Mr. Burwick earned his J.D., one LL.M. in Securities Law and Financial Regulation and a second LL.M. in Taxation from Georgetown University Law Center, and a B.A. in Sociology from Boston University’s College of Arts and Sciences. He regularly speaks on and authors articles relating to his practice areas and he also serves on the Board of Directors of Autism Speaks (New England), the Georgetown Law Advisory Board and he chairs the Board of The Spencer Foundation.
Affiliations Boards of Directors:
Georgetown University Law Center, Washington, District of Columbia, LL.M. in Taxation, 2012
Activities: President of the Georgetown Tax Council; Advisor and Mentor to The Tax Lawyer, the Official Tax Publication of The American Bar Association
Georgetown University Law Center, Washington, D.C., LL.M. in Securities Law and Financial Regulation, with Dean's List Honors, 2011
Additional Honors: CALI Excellence for the Future Award for Financial Reporting and Accounting
Activities: Board Member: Georgetown Securities and Financial Law Forum
Georgetown University Law Center, Washington, D.C., J.D., cum laude, 1995
Additional Honors: Dean's List (All Semesters)
Activities: Editorial Staff: Georgetown Journal of Legal Ethics; Board Member: Home Court
Publications: Note, You Dirty Rat! Model Rule 8.3 and Mandatory Reporting of Attorney Misconduct, 8 GEO.
J. LEGAL ETHICS 137 (October 1994).
Boston University, College of Arts and Sciences, Boston, Massachusetts, B.A., Sociology, magna cum laude, with Distinction, 1991
Additional Honors: Phi Beta Kappa, Golden Key International Honour Society, Dean's List (All Semesters)