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Journal of Financial Economics Vol. 108 No. 3 2013

Exploring the role Delaware plays as a domestic tax haven

Scott Dyreng1; Bradley P. Lindsey2; Jacob R. Thornock3

1 Duke University · 2 North Carolina State University · 3 University of Washington

Abstract

We examine whether Delaware is a domestic tax haven. We find that taxes play an economically important role in determining whether U.S. firms locate subsidiaries in Delaware and that a Delaware-based state tax avoidance strategy lowers state effective tax rates by between 0.7 and 1.1 percentage points, on average. The tax savings represent a 15–24% decrease in the state income tax burden and translate to an increase in net income of 1.04–1.47%. However, we find that the tax benefits of Delaware tax strategies are diminishing over time in response to initiatives by state governments to limit multistate tax avoidance.

DOI
10.1016/j.jfineco.2013.01.004
Volume
108
Issue
3
Pages
751-772
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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