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Caroline Morin, Senior Counsel | Tax Law

Caroline Morin

Senior Counsel | Tax Law Fasken
Jurisdiction Alberta, 2024 | British Columbia, 2021 | Québec, 1997
Language(s) English, French
Office(s) Calgary
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Overview

Caroline’s practice includes advising Canadian and foreign corporations on a wide range of tax matters. Caroline provides strategic advice to private and public corporations on Canadian M&A transactions, complex structures, cross-border transactions and tax considerations on deals matters. Caroline is also known for structuring butterfly transactions and assisting clients in obtaining tax rulings or in assisting with other strategic representations with the Canadian tax authorities.

Caroline's experience includes structuring indigenous equity partnerships, Clean Economy Investment Tax Credits, partnerships or joint ventures and partnerships for energy or mining projects, exchangeable shares structures, royalty agreements, initial public offerings, special purpose acquisition companies (SPAC), butterflies and tax bumps. Caroline is recognized for her pragmatic advice and her collaborative style.

Prior to joining Fasken, Caroline held positions with leading energy companies. While in industry, she was working with senior executives to structure Canadian and cross-border joint ventures, partnerships and other transactions involving pipelines, natural gas processing plants, LNG projects and other major infrastructures projects. She was also leading audit defense for complex transactions and cross-border structures. She also led an industry initiative, winning several rulings leading to setting-up Qualifying Environmental Trusts (QET) to set aside funds for pipeline abandonment.

While in industry, Caroline was the co-chair of the tax committee for the Canadian Energy and Pipeline Association (CEPA) and was a member of the National Committee and the Calgary board of directors for the Tax Executive Institute (TEI). Caroline is a long time tutor for the Chartered Professional Accountants of Canada (CPA), tutoring programs for Canadian and International tax reorganizations. Caroline also speaks on national tax conferences and writes articles for the Canadian Tax Foundation and other tax organizations in Canada.

Client Work

  • Q2 Artificial Lift Services announces acquisition of Lufkin Industries’ North America downhole business, [Deal - Q2 Artificial Lift Services], Acquisition of Lufkin Industries’ North American downhole business.
  • Trimac finalizes acquisition of Watt & Stewart, [Deal - Trimac Transportation Services Inc.], Trimac finalizes acquisition of Watt & Stewart, expanding flatbed expertise.
  • Student Transportation of Canada Inc., through its wholly-owned subsidiaries, Pacific Western Transportation Ltd. and Diversified Transportation Ltd., completes sale of motorcoach and transit divisions, [Deal - Student Transportation of Canada Inc.], Student Transportation of Canada Inc. completes sale of motorcoach and transit divisions.

Career & Education

Education

  • LLM, Master in Tax Administration University Sherbrooke
  • LLB Université de Montréal

Community involvement

Memberships & Affiliations

News

Publications

  • Tax Structures of 2022, 11/28/2022
  • Paragraph 55(3)(a): Developments Over the Last Ten Years, 11/26/2018
  • Reorganization Costs, Federated Press Resources Sector Taxation
Author Tax Structures of 2022 74th Annual Conference, Canadian Tax Foundation
Author Paragraph 55(3)(a): Developments Over the Last Ten Years 70th Annual Conference, Canadian Tax Foundation
Author Reorganization Costs Federated Press Resources Sector Taxation

Speaking Engagements

  • Butterfly Transactions: A Corporate Divorce, 4/15/2025
  • Structuring New Energy Projects for All Stakeholders, 10/23/2024
  • Achat Vente et Vente d’Entreprise, 9/20/2023
Co-Presenter Butterfly Transactions: A Corporate Divorce CBA Alberta Branch location location Calgary, AB
Achat Vente et Vente d’Entreprise 75e Conférence Annuelle Canadian Tax Foundation location location Gatineau, QC

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