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    • News  (5)
    • Research  (182)
  • Faculty Publications  (134)

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  • All HBS Web  (199)
    • News  (5)
    • Research  (182)
  • Faculty Publications  (134)
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  • December 10, 2010
  • Editorial

Tax U.S. Companies into Spending

By: Mihir Desai
Keywords: Taxation; United States
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Desai, Mihir. "Tax U.S. Companies into Spending." Washington Post (December 10, 2010), A25.
  • 06 Nov 2012
  • Op-Ed

Stop Talking About the Weather and Do Something: Three Ways to Finance Sustainable Cities

The wrath of Hurricane Sandy has illuminated a fundamental question: How do we ensure that our cities are resilient in the face of inevitable future disasters? A destroyed city is not a sustainable city. I'm making the case that it's time to stop complaining about... View Details
Keywords: by John Macomber; Construction; Real Estate; Energy; Utilities
  • 2025
  • Working Paper

Fiscal Externalities of Transaction Taxes: Evidence from the Los Angeles Mansion Tax

By: Daniel Green, Vikram Jambulapati, Jack Liebersohn and Tejaswi Velayudhan
We estimate the fiscal externalities of a property transfer tax, the Los Angeles “Mansion Tax”, on the revenues from property taxes when assessed values are closely tied to transactions. In California, as in over half of U.S. states, growth in tax as- sessments... View Details
Keywords: Public Finance; Real Estate; Property Demand; Taxation; Property; Revenue; Los Angeles
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Green, Daniel, Vikram Jambulapati, Jack Liebersohn, and Tejaswi Velayudhan. "Fiscal Externalities of Transaction Taxes: Evidence from the Los Angeles Mansion Tax." SSRN Working Paper Series, No. 5273034, June 2025.
  • January 1982 (Revised February 1984)
  • Case

Tax Cut of 1964, The

Examines the intellectual, political and economic underpinnings of the landmark tax legislation begun by John F. Kennedy and carried through Congress by his successor Lyndon B. Johnson. View Details
Keywords: Government Legislation; Taxation; Public Administration Industry; United States
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Rukstad, Michael G. "Tax Cut of 1964, The." Harvard Business School Case 382-078, January 1982. (Revised February 1984.)
  • 21 Sep 2010
  • First Look

First Look: September 21, 2010

continued collaboration. Building a Better America—One Wealth Quintile at a Time Authors:Michael I. Norton and Dan Ariely Publication:Perspectives on Psychological Science (forthcoming) Abstract Disagreements about the optimal level of wealth inequality underlie policy... View Details
Keywords: Sean Silverthorne
  • 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.
  • May 1981 (Revised February 2000)
  • Case

Reagan Plan, The

By: George C. Lodge
Contains President Reagan's address to Congress in February of 1981 in which he proposes $49 billion in budget cuts and tax reductions. Also contains David Stockman's "economic Dunkirk" memorandum of November 1980. Exhibits contain economic data. Purpose is to provide... View Details
Keywords: Taxation; Economy; Government and Politics; Budgets and Budgeting; United States
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Lodge, George C. "Reagan Plan, The." Harvard Business School Case 381-173, May 1981. (Revised February 2000.)
  • 08 Feb 2018
  • Op-Ed

What’s Missing From the Debate About Trump’s Tax Plan

those who claim them, while cuts to mortgage interest and state and local tax deductions can be seen as efforts to get the government out of the business of distorting prices. “Discussing values gives the country the opportunity to choose... View Details
Keywords: by Matthew Weinzierl
  • 24 Sep 2012
  • Research & Ideas

Why Do We Tax?

fixing this gap. For 40 years, economists have drawn from the well of Utilitarian theory—which has the goal of maximizing overall well-being in society—to help design tax systems in the United States and around the world. Although the... View Details
Keywords: by Martha Lagace; Legal Services
  • March 2002 (Revised June 2003)
  • Case

MAC Development Corporation

By: Richard G. Hamermesh and Colleen McCaffrey
Deals with MAC Development's efforts to develop a 41-acre site near Chicago. Reviews two years of efforts and highlights the remaining issues of: 1) gaining town approval for development and tax reductions, 2) meeting the bank's debt covenants, including finding a... View Details
Keywords: Risk Management; Taxation; Financial Instruments; Borrowing and Debt; Asset Pricing; Construction Industry; Chicago
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Hamermesh, Richard G., and Colleen McCaffrey. "MAC Development Corporation." Harvard Business School Case 802-140, March 2002. (Revised June 2003.)
  • January 2012
  • Teaching Note

California's Budget Crises, Tax Reform, and Domestic and International Tax Competition (TN)

By: Matthew Weinzierl
Keywords: Financial Crisis; Budgets and Budgeting; Taxation; Governing Rules, Regulations, and Reforms; California
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Weinzierl, Matthew. "California's Budget Crises, Tax Reform, and Domestic and International Tax Competition (TN)." Harvard Business School Teaching Note 712-039, January 2012.
  • September 1986 (Revised August 1987)
  • Case

Pressco, Inc.--1984

By: William E. Fruhan Jr.
A marketing representative of heavy industrial equipment needs to evaluate the net present value of his equipment from the perspective of the buyer under changing tax regulations. View Details
Keywords: Machinery and Machining; Valuation; Product Positioning; Performance Evaluation; Taxation; Price; United States
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Fruhan, William E., Jr. "Pressco, Inc.--1984." Harvard Business School Case 287-025, September 1986. (Revised August 1987.)
  • June – July 2008
  • Article

A Better Approach to Foreign Aid

By: Justin Muzinich and Eric D. Werker
Frustration with U.S. foreign aid is widespread. At the same time, flows of private development finance—including foreign direct investment and remittances—have begun to dwarf official aid. We suggest a new approach that harnesses the power of private development... View Details
Keywords: Developing Countries and Economies; Foreign Direct Investment; International Relations; Taxation; Welfare or Wellbeing; United States
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Muzinich, Justin, and Eric D. Werker. "A Better Approach to Foreign Aid." Policy Review 149 (June–July 2008).
  • 2021
  • Case

Starbucks: Opposing a Local Tax to Address Homelessness while Promoting Social Justice

By: Andrew J. Hoffman
In 2018, the Seattle City Council unanimously voted 9-0 for a tax that would require companies whose annual revenue surpassed $20 million to pay the city $275 per employee per year. The tax money would then be used to combat homelessness in Seattle. In response,... View Details
Keywords: Taxation; City; Welfare; Wealth and Poverty; Corporate Social Responsibility and Impact; Seattle
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Hoffman, Andrew J. "Starbucks: Opposing a Local Tax to Address Homelessness while Promoting Social Justice." William Davidson Institute Case 3-330-494, 2021.
  • 20 Jan 2017
  • Research & Ideas

Here’s How Businessman Trump Is Likely to Approach the Presidency

leadership style to “drain the swamp” of the Washington bureaucracy and deliver results for the American people. The United States is not a company, of course, and its citizens are not employees, but voters still were drawn to his... View Details
Keywords: by Christina Pazzanese
  • 2008
  • Working Paper

Where Does It Go? Spending by the Financially Constrained

By: Shawn A. Cole, John Thompson and Peter Tufano
In this paper, we analyze the spending decisions of over 1.5 million Americans who vary in their degree of revealed credit constraints. Specifically, we analyze how these Americans spend their income tax refunds, using transaction-level data from a stored-value card... View Details
Keywords: Decision Choices and Conditions; Credit; Personal Finance; Spending; Taxation; Consumer Behavior; United States
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Cole, Shawn A., John Thompson, and Peter Tufano. "Where Does It Go? Spending by the Financially Constrained." Harvard Business School Working Paper, No. 08-083, March 2008. (Revised April 2008.)
  • November 1999 (Revised May 2000)
  • Supplement

Data Supplement: Post-War US Economic Statistics

By: Julio J. Rotemberg and Cherie Nursalim
Supplements Tax Cut of 1964 (9-382-078), Nixon's Economic Strategy--1969 (8-378-258), and The Reagan Plan (9-381-173). View Details
Keywords: History; Sovereign Finance; Development Economics; Mathematical Methods; Taxation; Policy; Government Administration; Macroeconomics; United States
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Rotemberg, Julio J., and Cherie Nursalim. "Data Supplement: Post-War US Economic Statistics." Harvard Business School Supplement 700-070, November 1999. (Revised May 2000.)
  • 30 Mar 2010
  • First Look

First Look: March 30

http://www.hbs.edu/research/pdf/10-004.pdf Investment Taxation and Portfolio Performance Authors:Daniel Bergstresser and Jeffrey Pontiff Abstract Taxes have a first-order impact on portfolio returns. Most research mistakenly assumes that... View Details
Keywords: Sean Silverthorne
  • February 2011
  • Article

Dividend Taxes and International Portfolio Choice

By: Mihir Desai and Dhammika Dharmapala
This paper investigates how dividend taxes influence portfolio choices, using the response to the distinctive treatment of a subset of foreign dividends in the Jobs and Growth Tax Relief Reconciliation Act (JGTRRA) of 2003. An open-economy after-tax capital asset... View Details
Keywords: Dividends; Portfolio Choice; Taxes; Tax Treaties; Foreign Portfolio Investment; Taxation; Lawfulness; Economy; Price; Equity; Stocks; Investment Portfolio; Opportunities; Behavior; United States
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Desai, Mihir, and Dhammika Dharmapala. "Dividend Taxes and International Portfolio Choice." Review of Economics and Statistics 93, no. 1 (February 2011): 266–284.
  • June 2009
  • Journal Article

Taxes, Institutions and Foreign Diversification Opportunities

By: Mihir Desai and Dhammika Dharmapala
Investors can access foreign diversification opportunities through either foreign portfolio investment (FPI) or foreign direct investment (FDI). The worldwide tax regime employed by the U.S. potentially distorts this choice by penalizing FDI, relative to FPI, in... View Details
Keywords: International Finance; Foreign Direct Investment; Investment Portfolio; Multinational Firms and Management; Taxation; Diversification; United States
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Desai, Mihir, and Dhammika Dharmapala. "Taxes, Institutions and Foreign Diversification Opportunities." Journal of Public Economics 93, nos. 5-6 (June 2009): 703–714.
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