Jerald Wortsman

Jerald M. Wortsman

Toronto: 416.865.7384
Fax 416.865.7380


LLB, 1989
University of Toronto

Bar Admissions

Ontario, 1991


Jerald is the head of the firm’s Tax Practice, and specializes in domestic and international corporate tax planning, with an emphasis on mergers and acquisitions, reorganizations and corporate finance. He has particular experience advising domestic and foreign financial institutions.

Jerald has advised on a number of Canadian and cross-border acquisitions, divestitures and restructurings, and a number of inbound and outbound investments and multinational group structures. He has also advised on the structuring and issuance of various financial instruments and other capital markets activity.

Representative Work

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Chambers Canada—Leading lawyer in tax (2016-2021)

Chambers Global—Leading lawyer in tax (2013-2020)

The Legal 500 Canada—Leading lawyer in tax (2015-2020)

Best Lawyers in Canada—Leading lawyer in tax law (2006-2021)

Lexpert/American Lawyer’s Guide to the Leading 500 Lawyers in Canada—Leading practitioner in corporate tax (2011-2020)

The Canadian Legal Lexpert Directory—Leading lawyer in corporate tax; derivative instruments (2002-2020)

Who’s Who Legal—Leading Canadian lawyer in corporate tax (2006-2015, 2019); Global Thought Leader in corporate tax (2020)


U.S. and Canada Tax Developments

Capital Markets Mid-Year Report 2016

Foreign Buyers Beware: The Taxman Cometh

M&A Trends 2014


Other Publications

Complex Financial Instruments: An Industry and Practitioner Perspective on Equity Derivatives
Canadian Tax Foundation Annual Conference, Toronto | November 2009

Recent Transactions in Corporate Finance: Assumption, Tender Offer and Other Secondary Market Transactions
Canadian Tax Foundation Annual Conference, Toronto | November/December 2008

The Public Company Spin-off Rule
Canadian Tax Foundation Annual Conference, Toronto | September 2000

The Bump Denial Rule in Subparagraph 88(1)(c)(vi)
Canadian Tax Foundation Annual Conference, Toronto | September 1998