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  • All HBS Web  (1,267)
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    • News  (317)
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  • September 2002 (Revised October 2002)
  • Case

Corporate Inversions: Stanley Works and the Lure of Tax Havens

By: Mihir A. Desai, James R. Hines, Jr and Mark Veblen
In response to Stanley Work's announcement that it is moving to Bermuda--and the associated jump in market value--a major competitor sets out to determine how the market is valuing the consequences of moving to a tax haven and whether his company should invert to a tax... View Details
Keywords: Financial Management; Taxation; Financial Strategy; Credit Derivatives and Swaps; International Finance; Valuation; Financial Markets; Financial Statements; United States
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Desai, Mihir A., James R. Hines, Jr, and Mark Veblen. "Corporate Inversions: Stanley Works and the Lure of Tax Havens." Harvard Business School Case 203-008, September 2002. (Revised October 2002.)
  • January 2006
  • Article

Corporate Tax Avoidance and High Powered Incentives

By: Mihir A. Desai and Dhammika Dharmapala
Keywords: Taxation; Motivation and Incentives
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Desai, Mihir A., and Dhammika Dharmapala. "Corporate Tax Avoidance and High Powered Incentives." Journal of Financial Economics 79, no. 1 (January 2006): 145–179. (This paper is a revised version of NBER Working Paper 10471.)
  • 07 Apr 2008
  • Research & Ideas

The Debate over Taxing Foreign Profits

taxation or, said another way, simply tax corporations on their domestic income. Interestingly, the United States is increasingly an outlier in the way it tries to tax overseas... View Details
Keywords: by Sean Silverthorne
  • November 2005
  • Background Note

Financial Reporting, Tax Reporting and the Role of Deferred Taxes

Explains how differences in the calculation of tax and financial income result in the need for a deferred tax account. Also provides a high-level overview of deferred tax accounting under U.S. and international GAAPs. Allows students to understand the major differences... View Details
Keywords: Taxation; Financial Reporting
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Miller, Gregory S. "Financial Reporting, Tax Reporting and the Role of Deferred Taxes." Harvard Business School Background Note 106-026, November 2005.
  • 17 Feb 2011
  • Working Paper Summaries

Preference Heterogeneity and Optimal Capital Income Taxation

Keywords: by Mikhail Golosov, Maxim Troshkin, Aleh Tsyvinski & Matthew Weinzierl
  • 08 Aug 2017
  • Working Paper Summaries

The Role of Taxes in the Disconnect Between Corporate Performance and Economic Growth

Keywords: by Urooj Khan, Suresh Nallareddy, and Ethan Rouen
  • March 1993
  • Teaching Note

Note on U.S. Taxation of Foreign-Source Corporate Income (TN)

By: W. Carl Kester
Teaching Note for (9-292-101). View Details
Keywords: Taxation; United States
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Kester, W. Carl. "Note on U.S. Taxation of Foreign-Source Corporate Income (TN)." Harvard Business School Teaching Note 293-009, March 1993.
  • 2021
  • Article

Designing, Not Checking, for Policy Robustness: An Example with Optimal Taxation

By: Benjamin B. Lockwood, Afras Sial and Matthew C. Weinzierl
Economists typically check the robustness of their results by comparing them across plausible ranges of parameter values and model structures. A preferable approach to robustness—for the purposes of policymaking and evaluation—is to design policy that takes these... View Details
Keywords: Optimal Taxation; Income Tax; Social Welfare; Elasticity; Income; Taxation; Policy
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Lockwood, Benjamin B., Afras Sial, and Matthew C. Weinzierl. "Designing, Not Checking, for Policy Robustness: An Example with Optimal Taxation." Tax Policy and the Economy 35 (2021).
  • Research Summary

Structure of Fixed Income Markets

Professor Chacko's research has focused primarily on the structure of various fixed income markets, such as the markets for corporate bonds, sovereign bonds, asset-backed securities, etc. His current research looks at the importance of liquidity (or lack thereof) in... View Details
  • July–August 2012
  • Article

A Better Way to Tax U.S. Businesses

By: Mihir Desai
The article argues that U.S. taxation reform should reduce corporate taxes, incorporate an awareness of the global marketplace, and generate revenue-neutral incentives for innovation. According to the article, a reduction in corporate tax rates would be offset by a tax... View Details
Keywords: Corporate Social Responsibility and Impact; Taxation; Globalization; Labor; Innovation and Invention; United States
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Desai, Mihir. "A Better Way to Tax U.S. Businesses." Harvard Business Review 90, nos. 7-8 (July–August 2012): 135–139.
  • February 2014 (Revised October 2019)
  • Case

Should Corporate Profits Be Taxed? (A)

By: Matthew Weinzierl, Katrina Flanagan and Michael Cianellli
Taxing corporations is popular, but why? Corporations do not bear the burden of taxes, people do, and the incidence of the corporate income tax burden is likely to be far different from what many of its supporters assume.
Instructors may also obtain a Teaching... View Details
Keywords: Economic Versus Statutory Incidence; Basics Of Corporate Taxation; Business Ventures; Taxation; Profit
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Weinzierl, Matthew, Katrina Flanagan, and Michael Cianellli. "Should Corporate Profits Be Taxed? (A)." Harvard Business School Case 714-033, February 2014. (Revised October 2019.)
  • January 2013
  • Article

Preference Heterogeneity and Optimal Capital Income Taxation

By: Mikhail Golosov, Maxim Troshkin, Aleh Tsyvinski and Matthew Weinzierl
We examine a prominent justification for capital income taxation: goods preferred by those with high ability ought to be taxed. In an environment where commodity taxes are allowed to be nonlinear functions of income and consumption, we derive an analytical expression... View Details
Keywords: Taxation
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Golosov, Mikhail, Maxim Troshkin, Aleh Tsyvinski, and Matthew Weinzierl. "Preference Heterogeneity and Optimal Capital Income Taxation." Journal of Public Economics 97 (January 2013): 160–175. (Also NBER Working Paper Series, No. 16619, December 2010.)
  • 22 Jun 2011
  • Working Paper Summaries

The Surprising Power of Age-Dependent Taxes

Keywords: by Matthew Weinzierl
  • 1994
  • Chapter

International Experiences with Securities Transaction Taxes

By: K. A. Froot and J. Campbell
Keywords: Corporation Taxation; Interest Deductibility; Cost Of Capital; Corporate Finance; Accounting; Borrowing and Debt; Financing and Loans; Interest Rates
Citation
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Froot, K. A., and J. Campbell. "International Experiences with Securities Transaction Taxes." In The Internationalization of Equity Markets, edited by J. Frankel, 277–308. University of Chicago Press, 1994. (Revised from NBER Working Paper No. 4587, December 1993; also featured in The NBER Digest, May 1994.)
  • 20 Dec 2006
  • Op-Ed

Investors Hurt by Dual-Track Tax Reporting

developments. Imagine if you were allowed to represent your income on your tax forms and on your mortgage application differently. In a moment of weakness, you might portray your economic situation in two... View Details
Keywords: by Mihir Desai
  • 30 Apr 2007
  • Research & Ideas

All Eyes on Slovakia’s Flat Tax

it aim to do, and why can it be controversial? Vincent Dessain: A flat tax is as an income tax; it basically applies the same rate of tax to everyone and to each component of... View Details
Keywords: by Martha Lagace
  • 14 Dec 2010
  • Op-Ed

Tax US Companies to Spur Spending

Recent tax deal-making has relied on conventional instruments of fiscal stimulus. Yet, we live in unconventional times, and more novel approaches suited to the peculiarities of our current economy are required. In particular, the... View Details
Keywords: by Mihir A. Desai
  • October 2011
  • Article

The Surprising Power of Age-Dependent Taxes

By: Matthew C. Weinzierl
This article provides a new, empirically driven application of the dynamic Mirrleesian framework by studying a feasible and potentially powerful tax reform: age-dependent labor income taxation. I show analytically how age dependence improves policy on both the... View Details
Keywords: Taxation; Policy; Age; Income; Mathematical Methods; Welfare; United States
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Weinzierl, Matthew C. "The Surprising Power of Age-Dependent Taxes." Review of Economic Studies 78, no. 4 (October 2011): 1490–1518. (Also Harvard Business School Working Paper, No. 11-114, May 2011.)
  • 10 Jun 2018
  • Panel Discussion

Tax Exempt Lobbying: Corporate Philanthropy as a Tool for Political Influence

By: Lynn S. Paine
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"Tax Exempt Lobbying: Corporate Philanthropy as a Tool for Political Influence." Conference on Corporate Political Engagement in Europe and the US, University of Oxford, Blavatnik School of Government, Oxford, England, June 10, 2018.
  • 2019
  • Working Paper

Thinking Outside the Box (12): The Benefits of Increased Transparency in Employer-Sponsored Health Insurance for the 180 Million Insured

By: Regina E. Herzlinger and Barak D. Richman
Economists have long noted that the tax exclusion of employer-sponsored insurance (ESI) caused workers to purchase health plans that differ in price and other characteristics from those they would otherwise choose for themselves. We explore the short-term and long-term... View Details
Keywords: After-tax Income; Consumer-driven Health Care; Health Care Costs; Health Insurance; Income Inequality; Tax Policy; Health Care and Treatment; Cost; Insurance; Income; Equality and Inequality; Taxation; Policy; United States
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Herzlinger, Regina E., and Barak D. Richman. "Thinking Outside the Box (12): The Benefits of Increased Transparency in Employer-Sponsored Health Insurance for the 180 Million Insured." Duke Law School Public Law & Legal Theory Series, No. 2020-4, December 2019.
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