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The Accounting Review Vol. 98 No. 7 2023

Cost Structure and Tax-Motivated Income Shifting

Sean T. McGuire1; Scott G. Rane2; Connie D. Weaver1

1 Texas A&M University · 2 University of Florida

Abstract

We examine whether cost structure influences tax-motivated income shifting. We predict and find that U.S. multinational corporations (MNCs) with a less rigid cost structure engage in greater levels of tax-motivated income shifting relative to MNCs with a more rigid cost structure. This result is consistent with a less rigid cost structure providing greater flexibility to enable MNCs to take advantage of income-shifting opportunities. Further, we find that this relation is more pronounced when firms face greater costs in adjusting their operations, have less transfer pricing flexibility, and operate in a more uncertain environment. These results suggest that firms with less rigid cost structures possess the strategic operating and accounting flexibility necessary to take advantage of income-shifting opportunities. We provide evidence suggesting that a firm’s cost structure, a fundamental attribute of a firm’s business model, is a distinct and incrementally important determinant of tax-motivated income shifting. Data Availability: All data used in this study are publicly available.

DOI
10.2308/tar-2020-0190
Volume
98
Issue
7
Pages
435-456
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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