Jerald Wortsman

Jerald M. Wortsman stands out as a towering figure among Canada's tax law experts, renowned for crafting intricate solutions for the most daunting tax challenges. As the driving force behind his firm's Tax Practice, Jerald's wisdom reaches far and wide, guiding clients through the maze of business transactions and financings. His mastery extends to both domestic and global corporate tax planning, with a pronounced focus on the high-stakes realm of mergers and acquisitions, reorganizations, and corporate finance. Financial institutions across the globe regularly seek his counsel, testament to his deep-seated expertise and innovative approach.

Delving into the intricacies of both Canadian and international tax scenarios, Jerald skillfully navigates acquisitions, divestitures, restructurings, and the strategic movement of investments. His prowess is equally evident in his approach to multinational corporate structuring, where he weaves his vast knowledge of tax law to benefit client strategies. The financial sector, in particular, benefits from his insights into the structuring and launch of financial instruments and capital market maneuvers, reflecting his comprehensive understanding of the field.

His leadership in the tax community is undisputed, recognized by peers and clients alike for his intellect and thoughtfulness in practice. This acclaim is more than just words; his featured work illustrates his ability to handle transactions of monumental scale and complexity. Among his notable achievements is guiding IFM Investors and Ontario Teachers’ Pension Plan through their C$2.8 billion acquisition of Enwave's Canadian operations, a feat that underscores his capability in high-value, strategic transactions.

Moreover, Jerald's role as Canadian tax counsel in the US$27 billion sale of Refintiv to the London Stock Exchange Group showcases his adeptness in navigating cross-border tax implications. His expertise also extends to advising major banks on groundbreaking financial offerings, further cementing his reputation as a key player in complex financial and tax law scenarios.

Recognition of Jerald's expertise spans over a decade, with prestigious accolades from Chambers Canada, Chambers Global, and The Legal 500, to name a few. These honors not only reflect his standing in the field of tax law but also his role as a thought leader, whose insights into regulatory capital and tax issues are highly sought after.

His contributions to the discourse on tax law are significant, with speaking engagements and publications that delve into the nuances of tax regulations and their implications for businesses. Whether discussing the intricacies of interest deductibility at tax conferences or shedding light on energy transition incentives, Jerald's voice is one of authority and insight.

Educated at the University of Toronto's Faculty of Law and admitted to the Ontario bar in 1991, Jerald's career is a testament to his enduring commitment to excellence in tax law. His leadership, both within his firm and in the broader legal community, along with his profound impact on Canada's tax law landscape, makes Jerald M. Wortsman a distinguished name and a trusted advisor in complex tax matters.