Real Effects of International Tax Planning: Evidence from Domestic Acquisitions

Publication Type

Conference Paper

Publication Date

12-2014

Abstract

We examine whether and how the tax haven subsidiary profiles of U.S. acquirers and targets affect M&A pairing. Using disclosed material subsidiary data, we develop two measures of tax haven subsidiary relatedness between the acquirer and its target. Examining the associations of these measures with the probability of merger pair formation, the results suggest that acquirers are more likely to select targets whose subsidiaries are located in tax havens similar to their own, consistent with economies of scale in tax planning. This relation suggests that firms’ past tax planning decisions have significant effects on their future real corporate decisions.

Keywords

Tax Planning, Tax Havens, Mergers and Acquisitions

Discipline

Accounting | Taxation

Research Areas

Financial Performance Analysis

Publication

American Accounting Association International Section Mid-Year Meeting 2014, February 20-22, San Antonio, TX, USA; Auckland Finance Meeting 2014, December 18-20 December

First Page

1

Last Page

42

City or Country

Auckland

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