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The Impact of the Capital Gains Exemption on Capital Markets

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Author Info
Kenneth J. McKenzie
Aileen J. Thompson

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Abstract

Using event study methodology, we test the hypothesis that the 1985 capital gains exemption decreased the marginal effective tax rate on capital gains using two samples of stock market prices that control for industry and firm level effects of other aspects of the budget. We derive estimates of the impact of the exemption on the effective capital gains tax rate, and on the user cost of capital. Using existing estimates of the relationship between the user cost of capital and investment, we find that, depending upon the sample, the exemption may have increased real investment by as much as six per cent, or had no impact at all.

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File URL: http://economics.ca/cgi/jab?journal=cpp&view=v21s1/CPPv21s1p100.pdf
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Publisher Info
Article provided by University of Toronto Press in its journal Canadian Public Policy.

Volume (Year): 21 (1995)
Issue (Month): s1 (November)
Pages: 100-115
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Handle: RePEc:cpp:issued:v:21:y:1995:i:s1:p:100-115

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  1. Landon, Stuart & Smith, Constance, 2008. "Taxation and bond market investment strategies: Evidence from the market for Government of Canada bonds," MPRA Paper 9959, University Library of Munich, Germany. [Downloadable!]
  2. James B. Davies, 1995. "Distributional Effects of the Lifetime Capital Gains Exemption: Single vs. Multi-Year Analysis," Canadian Public Policy, University of Toronto Press, vol. 21(s1), pages 159-173, November. [Downloadable!] (restricted)
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