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Barbara Worndl

Partner* Admitted to the Ontario Bar: 1985
*Practising as a professional corporation

Clients appreciate Barbara’s dedication to finding the most tax efficient structures for their business. She thrives on the complexities of tax law and the challenges that regularly arise in the space. Drawing on her many years of experience, Barbara offers practical, innovative advice tailored to her clients specific needs.

Barbara is a partner and former Practice Group Leader of the firm's Tax Group. Her practice is focused on income tax with an emphasis on corporate and partnership taxation, particularly in an international and cross-border context. She has extensive experience in structuring cross-border mergers, acquisitions and reorganizations. Barbara's practice includes advising on structures for real estate investments and divestitures, derivative transactions, REITs and syndications. She also has experience dealing with the resolution of tax disputes, including transfer pricing. Barbara frequently advises international clients on doing business in Canada.

Barbara is a contributor to Tax Profile and TaxLine, as well as many other publications and is a regular presenter on new developments relating to tax. 

Barbara is repeatedly acclaimed by clients, peers and market commentators during the research process conducted by various legal publications.

Awards & Recognition

  • Listed in the prestigious Chambers Global: The World's Leading Lawyers for Business and Chambers Canada: Canada's Leading Lawyers for Business as a leading Canadian tax lawyer
  • Noted in The Legal 500 Canada for her expertise in Tax
  • Recognized as a leader in three Who's Who Legal publications, including Who's Who Legal Corporate Tax: Advisory, Who's Who Legal Corporate Tax: Controversy and Who's Who Legal: Canada
  • Chosen to appear in Legal Media Group's Tax Expert Guide and Women in Business Law Expert Guide
  • Recognized in The Best Lawyers in Canada in the field of Tax Law
  • Recognized in The Canadian Legal Lexpert Directory as a leading lawyer in Corporate Tax 
  • Received the Martindale-Hubbell Distinguished Peer Review Rating for high professional achievement
  • Listed in the Lexpert Leading Canadian Lawyers in Global Mining Special Edition

Professional Involvement

Professional Activities

  • Member of Council, International Fiscal Association (Canadian Branch)
  • Governor and Member of the Executive Committee, Canadian Tax Foundation

Memberships

  • American Bar Association
  • Canadian Tax Foundation
  • International Bar Association
  • International Fiscal Association (Canadian Branch)

Selected Speaking Engagements

Barbara is a frequent writer and presenter on tax matters, including;

“Mergers and Acquisitions – Recent Trends,” 7th Annual IBA Finance & Capital Markets Tax Conference, London, England, January 29-30, 2018.

“Recent Transactions,” 31st Annual Senior Tax Practitioners’ Institute, Langdon Hall, Cambridge, Ontario, October 25-27, 2017.

“Foreign Exchange – A Canadian Perspective,” 71st Congress of the IFA, Rio de Janeiro, Brazil, August 27 - September 1, 2017.

“Recent Canadian Merger Transactions,” 6th Annual IBA Tax Conference, London, England, January 30-31, 2017.

“Interest and Financing Costs,” 5th Annual IBA Tax Conference, London, England, February 8-9, 2016.

"Alternative non-treaty attacks on cross-border intercompany debt," Current International Tax Issues in Cross-Border Corporate Finance and Capital Markets, 3rd IBA/CIOT Conference, London, England, February 10-11, 2014.

"Practical Issues for U.S. Investment into Canada," 24th Annual Philadelphia Tax Conference, November 6-7, 2013.

"Cross Border Tax Update: Understanding Canadian and U.S. Taxation of Foreign Investment in Real Property," BNA-CITE 19th Annual U.S.-Canada Cross Border Conference, October 22, 2013.

"The Taxation of Foreign Passive Income for Groups of Companies: Canadian Report," International Fiscal Association (Canadian Branch): IFA 2013 Congress Reports, Montreal, May 23-24, 2013.

"Beneficial Ownership," 13th Annual Tax Planning Strategies U.S. and Europe, ABA Tax Panel, London, England, April 11-12, 2013.

"Impact of GAAR on Financing," Current International Tax Issues in Cross-Border Corporate Finance and Capital Markets, 2nd IBA/CIOT Conference, London, England, February 11-12, 2013.

Selected Publications

Barbara is a regular contributor to various publications including;

“Taxes and Foreign Currency Exchange Rates – A Canadian Perspective,” co-authored with Jack Bernstein, Tax Notes International, November 20, 2017.

"The Taxation of Foreign Passive Income for Groups of Companies: Canadian Report," IFA 2013 Congress, Copenhagen, Denmark, August 25-30, 2013.

"2013 Federal Budget," co-authored with Jack Bernstein and Francesco Gucciardo, Tax Profile, June 2013.

"Update on Non-Resident Investment in Canadian Real Estate," co-authored with Jack Bernstein, Tax Notes International, May 6, 2013.

"Non-Resident Investment in Canadian Real Estate," co-authored with Jack Bernstein, Tax Profile, March 2013.

Insights

Publications Article Feb 27, 2018 Highlights of the 2018 Federal Budget
Publications Article Jul 18, 2017 Tax News Flash - Changes to the Income Tax Act

Education

  • LLB, University of Toronto, 1983
  • BA, University of Toronto, 1980