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Dividend taxation and firm performance with heterogeneous payout responses

Abstract:
We analyze the performance of firms that were differentially affected by an unexpected tax on dividends before the Global Financial Crisis. We use exogenous policy variation for firms with different legal statuses and financial year-end dates to separately identify the policy announcement and implementation effects. We provide causal evidence for a sharp drop in dividends, but zero change in equipment purchases. Treated firms accumulate investment goods that are likely to be owner-manager’s personal assets instead of productive capital. At a time of severe liquidity shortage, some of the funds kept in the firm are used to pay back short-term debt.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1257/pol.20230109

Authors

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Institution:
University of Oxford
Division:
SSD
Department:
Saïd Business School
Role:
Author
ORCID:
0000-0002-3739-6470


Publisher:
American Economic Association
Journal:
American Economic Journal: Economic Policy More from this journal
Volume:
17
Issue:
2
Pages:
1–29
Publication date:
2025-04-29
Acceptance date:
2024-06-20
DOI:
EISSN:
1945-774X
ISSN:
1945-7731


Language:
English
Keywords:
Pubs id:
2009301
Local pid:
pubs:2009301
Deposit date:
2024-06-21
ARK identifier:

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