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The Accounting Review Vol. 94 No. 5 2019

Industry Tax Planning and Stock Returns

Shane Heitzman; Maria Ogneva

University of Southern California

Abstract

We find evidence that equity returns increase with the propensity for tax planning in a firm's industry. This risk premium is imposed on all firms in the industry, even those that are less aggressive than their peers. The industry-based risk premium coexists with a firm-specific discount associated with active tax planning strategies that carry low systematic risk. The discount on tax planning at the firm level, however, is dwarfed by the premium on tax planning at the industry level, and is concentrated in industries that are less likely to attract scrutiny from the tax authority.

DOI
10.2308/accr-52361
Volume
94
Issue
5
Pages
219-246
Language
en
Sources
openalex bibtex:phds-export.bib crossref

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