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Valuation of the Debt Tax Shield

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Author Info
Deen Kemsley (Columbia Business School and Yale School of Management,)
Doron Nissim (Columbia Business School)
Abstract

In this study, we use cross-sectional regressions to estimate the value of the debt tax shield. Recognizing that debt is correlated with the value of operations along nontax dimensions, we estimate reverse regressions in which we regress future profitability on firm value and debt rather than regressing firm value on debt and profitability. Reversing the regressions mitigates bias and facilitates the use of market information to control for differences in risk and expected growth. Our estimated value for the debt tax shield is approximately 40 percent (10 percent) of debt balances (firm value), net of the personal tax disadvantage of debt. Copyright The American Finance Association 2002.

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Article provided by American Finance Association in its journal The Journal of Finance.

Volume (Year): 57 (2002)
Issue (Month): 5 (October)
Pages: 2045-2073
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Handle: RePEc:bla:jfinan:v:57:y:2002:i:5:p:2045-2073

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  1. Mark Grinblatt & Jun Liu, 2002. "Debt Policy, Corporate Taxes, and Discount Rates," University of California at Los Angeles, Anderson Graduate School of Management 1049, Anderson Graduate School of Management, UCLA. [Downloadable!]
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  2. Georg Wamser, 2008. "The Impact of Thin-Capitalization Rules on External Debt Usage – A Propensity Score Matching Approach," Ifo Working Paper Series Ifo Working Paper No. 62, Ifo Institute for Economic Research at the University of Munich. [Downloadable!]
  3. repec:aio:aucsse:v:3:y:2008:i:11:p:1253-1259 is not listed on IDEAS
  4. Cooper, Ian & Nyborg, Kjell G, 2008. "Tax-Adjusted Discount Rates with Investor Taxes and Risky Debt," CEPR Discussion Papers 6646, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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