Dividend Taxation and Firm Performance with Heterogeneous Payout Responses

A-Tier
Journal: American Economic Journal: Economic Policy
Year: 2025
Volume: 17
Issue: 2
Pages: 1-29

Authors (3)

Katarzyna Bilicka (Utah State University) İrem Güçeri (not in RePEc) Evangelos Koumanakos (not in RePEc)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

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.

Technical Details

RePEc Handle
repec:aea:aejpol:v:17:y:2025:i:2:p:1-29
Journal Field
General
Author Count
3
Added to Database
2026-01-24