Jerald is known as one of Canada’s leading tax lawyers, with an established track record of developing sophisticated solutions that guide clients through their most challenging and complex tax matters.
Head of the firm’s Tax Practice, Jerald gives clients strategic tax counsel across business transactions and financings. His work includes domestic and international corporate tax planning, with an emphasis on complex, large-scale and cross-border mergers and acquisitions, reorganizations and corporate finance. He has significant experience advising domestic and international financial institutions.
Jerald regularly works with clients on Canadian and cross-border acquisitions, divestitures and restructurings, and inbound and outbound investments and multinational group structures. He also brings a wealth of tax experience to the structuring and issuance of various financial instruments and other capital markets activity.
Commentators widely endorse Jerald Wortsman as an ‘absolutely brilliant’ corporate tax practitioner. He is lauded for his ‘outstanding tax technical skills and unparalleled knowledge of the taxation of capital markets transactions,’ as well as his ‘excellent understanding of client risk appetite, deep insights in the financial services and banking industry, and clear and practical advice.’
—Chambers Global, 2021
Recognition and Awards
Chambers Canada—Leading lawyer in tax
Chambers Global—Leading lawyer in tax
The Legal 500—Leading lawyer in tax
World Tax—Tax Leader
Best Lawyers in Canada—Leading lawyer in tax law
Lexpert/American Lawyer’s Guide to the Leading 500 Lawyers in Canada—Leading lawyer in corporate tax
The Canadian Legal Lexpert Directory—Leading lawyer in corporate tax and derivative instruments
Who’s Who Legal—Global Elite Thought Leader in corporate tax (a recognition given to fewer than 5% of all lawyers ranked by Who’s Who Legal) and a leading Canadian lawyer in corporate tax