Michael J. Burwick

JD, LLM

General Counsel

ext. 118 | mjb@assetstrategy.com 

Michael J. Burwick, JD, LLM is an attorney and financial services professional.  Mike is ASA’s General Counsel.  He is also a Partner at Taylor English Duma LLP, a national full-service law firm.  Mike brings with him 25 years of expertise in tax law, securities law, corporate law, sports and entertainment law and other areas of the law. 

 

He possesses additional proficiency in IRC Sec. 1031 exchanges, Sec. 453 installment sales and other capital gains deferral strategies.  A former Assistant Attorney General and Legal Counsel to the United States House of Representatives, Mike also has many years of experience in private practice and in-house experience at an array of financial institutions.  Mike earned his B.A. with Distinction, magna cum laude from Boston University where he was also a member of Phi Beta Kappa.  He earned his J.D., an LL.M. in Securities Law & Financial Regulation and a second LL.M. in Taxation from Georgetown University Law Center and he attended the M.B.A. program at New York University’s Stern School of Business.

  • LinkedIn Social Icon
  • Facebook Social Icon
  • Twitter Social Icon
  • YouTube Social  Icon

To view a copy of our Customer Relationship Summary (CRS), please Click Here

Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC, Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at info@assetstrategy.com. 

© 2020 Asset Strategy, LLC 

 Privacy & Use Policies  |  Broker Check  | Tax & Legal Discloure