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  • All HBS Web  (516)
    • News  (22)
    • Research  (473)
    • Multimedia  (1)
  • Faculty Publications  (391)

Show Results For

  • All HBS Web  (516)
    • News  (22)
    • Research  (473)
    • Multimedia  (1)
  • Faculty Publications  (391)
← Page 15 of 516 Results →
  • October 2013 (Revised March 2015)
  • Case

Cyprus (A)

By: Eric Werker, Sebastian Berardi, Stelios Elia, Omar Muakkassa and James Zumberge
Cyprus is a small Mediterranean island located at the cross-roads of Europe, Africa, and the Middle East. Since its 1974 split, Cyprus has grown real GDP more than fivefold—in large part because of its development as an "international business" center. The country... View Details
Keywords: Tax Havens; Taxation; Financial Crisis; Business and Government Relations; Cyprus
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Werker, Eric, Sebastian Berardi, Stelios Elia, Omar Muakkassa, and James Zumberge. "Cyprus (A)." Harvard Business School Case 714-010, October 2013. (Revised March 2015.)
  • September 26, 2011
  • Article

A Two-Pronged Approach to Reforming International Corporate Taxes in the U.S.

By: Robert C. Pozen
Keywords: Governing Rules, Regulations, and Reforms; Taxation; United States
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Pozen, Robert C. "A Two-Pronged Approach to Reforming International Corporate Taxes in the U.S." Tax Notes International (September 26, 2011).
  • 1991
  • Chapter

Effects of LBOs on Tax Revenues of the U.S. Treasury

By: Michael C. Jensen, Laura Stiglin and Steven N. Kaplan
Keywords: Leveraged Buyouts; Taxation; Sovereign Finance; United States
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Jensen, Michael C., Laura Stiglin, and Steven N. Kaplan. "Effects of LBOs on Tax Revenues of the U.S. Treasury." In The Law of Mergers, Acquisitions, and Reorganizations, edited by D. A. Oesterle. St. Paul, MN: West Publishing Company, 1991. (Forthcoming in Management Revolution: The Legacy of the Market for Corporate Control, Harvard University Press.)
  • Article

An Empirical Investigation of Tax Factors and Mutual Funds' Stock Sales Decisions

By: V.G. Narayanan and Steven Huddart
Keywords: Taxation; Stocks; Sales; Financial Instruments
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Narayanan, V.G., and Steven Huddart. "An Empirical Investigation of Tax Factors and Mutual Funds' Stock Sales Decisions." Review of Accounting Studies 7, nos. 2-3 (June 2002): 319–341.
  • 01 Jul 2014
  • First Look

First Look: July 1

http://www.upenn.edu/pennpress/book/15241.html August 2013 Journal of Public Economics The Promise of Positive Optimal Taxation By: Weinzierl, Matthew Abstract—A prominent assumption in modern optimal tax research is that the objective of... View Details
Keywords: Carmen Nobel
  • 26 Mar 2025
  • Blog Post

How to Approach Your Equity Compensation

shares for at least one year (there is not). Rather, this is just a confusion between how ordinary income and capital gains taxation works. Forgetting that market returns are generated by outliers. The vast majority of companies... View Details
  • September 1983 (Revised May 1999)
  • Case

Allen Lane

By: Howard H. Stevenson and Michael J. Roberts
Describes Allen Lane's search for a business to buy. The case explores several failed attempts and the ethical, business, and tax issues that surround the acquisition business. Ends with a description of a new acquisition candidate, an independent valuation report of... View Details
Keywords: Acquisition; Ethics; Taxation; Failure; Valuation
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Stevenson, Howard H., and Michael J. Roberts. "Allen Lane." Harvard Business School Case 384-077, September 1983. (Revised May 1999.)
  • November 2005
  • Background Note

Allemeier Commissioner

By: Henry B. Reiling and Kevin Wall
An employee who worked full time while pursuing an MBA wishes to deduct his tuition expenses in computing his federal income tax. The IRS denied the deduction as a violation of several of its policies interpreting the relevant statute. Are the expenses deductible? View Details
Keywords: Budgets and Budgeting; Policy; Taxation; Employees; Law
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Reiling, Henry B., and Kevin Wall. "Allemeier Commissioner." Harvard Business School Background Note 206-079, November 2005.
  • 11 Sep 2018
  • First Look

New Research and Ideas, September 11, 2018

particularly when such concerns are heightened (Studies 5 & 6). Publisher's link: https://www.hbs.edu/faculty/Pages/item.aspx?num=54782 July 2018 Economic Journal Revisiting the Classical View of Benefit-Based Taxation By: Weinzierl,... View Details
Keywords: Dina Gerdeman
  • 15 May 2012
  • First Look

First Look: May 15

and Josh Lerner Abstract An abstract is unavailable at this time. Download the paper: http://www.hbs.edu/research/pdf/12-099.pdf Why Do We Redistribute So Much but Tag So Little? The Principle of Equal Sacrifice and Optimal Taxation... View Details
Keywords: Carmen Nobel
  • August 1985
  • Case

Economic Recovery Tax Act of 1981

By: Michael G. Rukstad and Nancy F. Koehn
Keywords: Taxation; Economic Growth; Laws and Statutes; United States
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Rukstad, Michael G., and Nancy F. Koehn. "Economic Recovery Tax Act of 1981." Harvard Business School Case 386-038, August 1985.
  • January 1998 (Revised August 2010)
  • Background Note

Limited Liability Companies

By: Henry B. Reiling
As of early 1998, virtually all U.S. states had adopted legislation permitting the organization of limited liability companies. This note describes this new type of entity and the reason why it has become so popular. View Details
Keywords: Business Organization; Government Legislation; Taxation; United States
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Reiling, Henry B. "Limited Liability Companies." Harvard Business School Background Note 298-097, January 1998. (Revised August 2010.)
  • 2025
  • Working Paper

Tax Elasticities of Top Donors: Evidence from Family Foundations

By: Simon Essig Aberg
High net-worth donors who give through a family foundation or donor-advised fund constitute the fastest growing segment of charitable giving in the United States. Using a novel database of foundation tax filings, I document facts about top donors, estimate how they... View Details
Keywords: Philanthropy and Charitable Giving; Taxation; Motivation and Incentives
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Essig Aberg, Simon. "Tax Elasticities of Top Donors: Evidence from Family Foundations." Working Paper, June 2025.
  • July 2018 (Revised September 2018)
  • Case

Donald Trump and the Tax Cuts and Jobs Act

By: Matthew Weinzierl and Robert Scherf
In January 2018, President Donald Trump was full of optimism. He had just signed the most substantial legislation of his young presidency, the Tax Cuts and Jobs Act (TCJA), making major changes to the tax code. Echoing his campaign slogan—Make America Great Again—Trump... View Details
Keywords: Taxation; Jobs and Positions; Government and Politics; Public Opinion; United States
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Weinzierl, Matthew, and Robert Scherf. "Donald Trump and the Tax Cuts and Jobs Act." Harvard Business School Case 719-002, July 2018. (Revised September 2018.)
  • November 2006 (Revised October 2007)
  • Background Note

A Brief Note on Deferred Taxes: An Analysis Perspective

Provides an overview of accounting for deferred taxes. The primary objective is to provide external users with a basic understanding of deferred taxes. A simple illustrative example is provided, which is followed by a discussion of several important issues likely to be... View Details
Keywords: Accounting; Financial Statements; Taxation; Legal Liability; Valuation
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Bradshaw, Mark T. "A Brief Note on Deferred Taxes: An Analysis Perspective." Harvard Business School Background Note 107-047, November 2006. (Revised October 2007.)
  • August 2006 (Revised October 2009)
  • Background Note

Acquisitive Reorganizations - Triangular Mergers

By: Henry B. Reiling and Kevin Wall
Discusses the reasons and uses of triangular or three-party mergers to complete a business acquisition or tax-free corporate reorganization. View Details
Keywords: Mergers and Acquisitions; Taxation; Organizational Structure
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Reiling, Henry B., and Kevin Wall. "Acquisitive Reorganizations - Triangular Mergers." Harvard Business School Background Note 207-009, August 2006. (Revised October 2009.)
  • June 1995 (Revised October 1996)
  • Case

Lexus and the USTR

By: John A. Quelch
Lexus executives and dealers in the United States are debating how to respond to the U.S. Trade Representative's announcement of 100% tariffs on 13 models of Japanese luxury imported cars. View Details
Keywords: Marketing Strategy; Taxation; Luxury; Trade; Auto Industry; Japan; United States
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Quelch, John A. "Lexus and the USTR." Harvard Business School Case 595-127, June 1995. (Revised October 1996.)
  • 1976
  • Report

Tax Policies of U.S. and Foreign Nations in Support of R&D and Innovation

By: Robert S. Kaplan
Keywords: Taxation; Policy; Research and Development; Innovation and Invention
Citation
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Kaplan, Robert S. "Tax Policies of U.S. and Foreign Nations in Support of R&D and Innovation." Report, National Science Foundation, January 1976.
  • 09 Apr 2019
  • First Look

New Research and Ideas, April 9, 2019

research on institutional leadership, strategic contradiction, and industry evolution. Understanding Different Approaches to Benefit-Based Taxation By: Scherf, Robert, and Matthew C. Weinzierl Abstract—The normative principle of... View Details
Keywords: Dina Gerdeman
  • December 2008
  • Case

Merrimack Tractors and Mowers: LIFO or FIFO?

By: William J. Bruns Jr., Sharon Bruns and Susan S. Hameling
At Merrimack Tractors and Mowers in 2008, product manufacturing costs are increasing faster than competitors' costs, and as a result earnings are likely to fall below those reported in 2007. The company president and the company controller have discussed this problem,... View Details
Keywords: International; Financial; Reporting; Standards; Inventory; Business Ethics; Assets; Valuation; Ethics; Taxation; Financial Reporting; Manufacturing Industry
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Bruns, William J., Jr., Sharon Bruns, and Susan S. Hameling. "Merrimack Tractors and Mowers: LIFO or FIFO?" Harvard Business School Brief Case 083-217, December 2008.
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