Are shareholder dividend taxes on corporate retained earnings impounded in equity prices? Additional evidence and analysis

Dan Dhaliwal, Merle Erickson, Mary Margaret Frank, Monica Banyi

Research output: Contribution to journalArticlepeer-review

18 Scopus citations

Abstract

The purpose of this paper is to evaluate the model used by Harris and Kemsley (J. Acc. Res. 37 (1999) 275), Harris et al. (J. Public Econ. 79 (2001) 569) and Collins and Kemsley (Acc. Rev. 75 (2000) 405), hereafter CHHK, and to investigate their empirical results. We demonstrate that the model underlying CHHK is flawed, and show that their interpretation of the data is incorrect. Finally, we find that after controlling for market to book ratio, Harris and Kemsley's first main result vanishes. In total, we reject CHHK's conclusions that equity prices are discounted for shareholder dividend taxes on retained earnings.

Original languageEnglish (US)
Pages (from-to)179-200
Number of pages22
JournalJournal of Accounting and Economics
Volume35
Issue number2
DOIs
StatePublished - Jun 2003

Keywords

  • Dividend
  • Tax
  • Tax capitalization

ASJC Scopus subject areas

  • Accounting
  • Finance
  • Economics and Econometrics

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