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  • All HBS Web  (1,792)
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    • News  (516)
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  • September 22, 2010
  • Column

Give U.S. Companies Certainty on Taxes

By: Robert C. Pozen
Keywords: Taxation; United States
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Pozen, Robert C. "Give U.S. Companies Certainty on Taxes." FT.com (September 22, 2010).
  • February 2006
  • Article

Do Tax Havens Divert Economic Activity?

By: Mihir A. Desai, C. Fritz Foley and James R. Hines Jr.
Keywords: Taxation; Economics
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Desai, Mihir A., C. Fritz Foley, and James R. Hines Jr. "Do Tax Havens Divert Economic Activity?" Economics Letters 90, no. 2 (February 2006): 219–224.
  • 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.)
  • April 1980
  • Background Note

Tax Aspects of New Venture Activities

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Thurston, Philip H. "Tax Aspects of New Venture Activities." Harvard Business School Background Note 682-031, April 1980.
  • March 2006
  • Article

The Demand for Tax Haven Operations

By: Mihir A. Desai, C. Fritz Foley and James R. Hines Jr.
Keywords: Taxation
Citation
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Desai, Mihir A., C. Fritz Foley, and James R. Hines Jr. "The Demand for Tax Haven Operations." Journal of Public Economics 90, no. 3 (March 2006): 513–531.
  • 03 Aug 2011
  • Working Paper Summaries

Tax Policy and the Efficiency of US Direct Investment Abroad

Keywords: by Mihir A. Desai, C. Fritz Foley & James R. Hines Jr.
  • 28 Aug 2009
  • Working Paper Summaries

The Impact of Private Equity Ownership on Portfolio Firms’ Corporate Tax Planning

Keywords: by Brad Badertscher, Sharon P. Katz & Sonja Olhoft Rego; Financial Services
  • October 5, 2012
  • Article

A Recipe to Cut Corporate Taxes

By: Robert C. Pozen
Citation
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Pozen, Robert C. "A Recipe to Cut Corporate Taxes." Washington Post (October 5, 2012).
  • August 2009
  • Article

Corporate Tax Avoidance and Firm Value

By: Mihir Desai and D. Dharmapala
Keywords: Taxation; Business Ventures; Value
Citation
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Desai, Mihir, and D. Dharmapala. "Corporate Tax Avoidance and Firm Value." Review of Economics and Statistics 91, no. 3 (August 2009): 537–546.
  • March 2004
  • Article

New Foundations for Taxing Multinational Corporations

By: Mihir A. Desai
Keywords: Taxation; Global Range; Business Ventures
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Desai, Mihir A. "New Foundations for Taxing Multinational Corporations." Special Issue from the University of Chicago Federal Tax Conference Taxes (March 2004).
  • August 1985
  • Case

Capital Gains Tax Cut of 1978

By: Michael G. Rukstad and Nancy F. Koehn
Keywords: Taxation; United States
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Rukstad, Michael G., and Nancy F. Koehn. "Capital Gains Tax Cut of 1978." Harvard Business School Case 386-060, August 1985.
  • October 1973
  • Background Note

Tax Considerations in Mergers and Acquisitions

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Moore, Ronald W. "Tax Considerations in Mergers and Acquisitions." Harvard Business School Background Note 274-084, October 1973.
  • September 1985
  • Background Note

Income Tax Expense Determination and Analysis

By: David F. Hawkins
Keywords: Taxation
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Hawkins, David F. "Income Tax Expense Determination and Analysis." Harvard Business School Background Note 186-077, September 1985.
  • 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
Citation
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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.
  • 2009
  • Working Paper

The Impact of Private Equity Ownership on Portfolio Firms' Corporate Tax Planning

By: Brad Badertscher, Sharon P. Katz and Sonja Olhoft Rego
This study investigates whether private equity (PE) firms influence the tax practices of their portfolio firms. Prior research documents that PE firms create economic value in portfolio firms through effective governance, financial, and operational engineering. Given... View Details
Keywords: Private Equity; Investment Portfolio; Corporate Governance; Taxation; Ownership Stake; Value Creation
Citation
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Badertscher, Brad, Sharon P. Katz, and Sonja Olhoft Rego. "The Impact of Private Equity Ownership on Portfolio Firms' Corporate Tax Planning." Harvard Business School Working Paper, No. 10-004, July 2009. (Revised March 2010.)
  • 2025
  • Working Paper

Tax Planning, Illiquidity, and Credit Risks: Evidence from DeFi Lending

By: Lisa De Simone, Peiyi Jin and Daniel Rabetti
This study establishes a plausible causal link between tax-planning-induced illiquidity and credit risks in lending markets. Exploiting an exogenous tax shock imposed by the Internal Revenue Service (IRS) on cryptocurrency gains, along with millions of transactions in... View Details
Keywords: Cryptocurrency; Taxation; Financial Liquidity; Credit; Financing and Loans; Financial Markets
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De Simone, Lisa, Peiyi Jin, and Daniel Rabetti. "Tax Planning, Illiquidity, and Credit Risks: Evidence from DeFi Lending." Working Paper, February 2025.
  • Article

Inflation and Taxes in a Growing Economy with Debt and Equity

By: M. Feldstein, Jerry R. Green and Eytan Sheshinski
Our tax system was designed for an economy with little or no inflation. The current paper shows that inflation causes capricious changes in the effective rate of tax on capital income and therefore in the real net rate of return that savers receive. This is not only a... View Details
Keywords: Taxation; Inflation and Deflation; Economy
Citation
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Feldstein, M., Jerry R. Green, and Eytan Sheshinski. "Inflation and Taxes in a Growing Economy with Debt and Equity." Special Issue on Research in Taxation. Journal of Political Economy 86, no. 2 pt. 2 (April 1978): S53–S70.
  • November 1988 (Revised January 1989)
  • Background Note

Note on Tax and Accounting Issues in Mergers and Acquisitions

Presents a simplified introduction to tax and accounting issues relevant to mergers and acquisitions. Mergers, asset purchase, and stock acquisition are dealt with in the context of taxable vs. non-taxable transactions. Accounting treatment of the transactions is... View Details
Keywords: Taxation; Mergers and Acquisitions; Accounting
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Meerschwam, David M. "Note on Tax and Accounting Issues in Mergers and Acquisitions." Harvard Business School Background Note 189-104, November 1988. (Revised January 1989.)
  • 2007
  • Working Paper

Taxes and Portfolio Choice: Evidence from JGTRRA's Treatment of International Dividends

By: Mihir A. Desai and Dhammika Dharmapala
This paper investigates how taxes influence portfolio choices by exploring the response to the distinctive treatment of foreign dividends in the Jobs and Growth Tax Relief Reconciliation Act (JGTRRA). JGTRRA lowered the dividend tax rate to 15% for American equities... View Details
Keywords: Equity; Financial Markets; International Finance; Investment Portfolio; Government Legislation; Taxation; United States
Citation
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Desai, Mihir A., and Dhammika Dharmapala. "Taxes and Portfolio Choice: Evidence from JGTRRA's Treatment of International Dividends." NBER Working Paper Series, No. 13281, July 2007.
  • 1994
  • Article

Energy Taxes and Aggregate Economic Activity

By: J. J. Rotemberg and Michael Woodford
Keywords: Taxation; Economics
Citation
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Rotemberg, J. J., and Michael Woodford. "Energy Taxes and Aggregate Economic Activity." Tax Policy and the Economy 8 (1994): 159–195.
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