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Dividends and Taxes: A Re-Examination

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Author Info
Avner Kalay
Roni Michaely

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Abstract

This study re-examines the impact of the differential taxation of dividends and capital gains on assets’ prices. Our analysis shows that the time horizon used to define and measure the dividend period is a key issue when interpreting the empirical results. Our results indicate that most of the return variation previously attributed to dividends is not because of a cross-sectional variation in returns, but due to the time-series variation in returns around the dividend payment. In light of the lack of cross-sectional return variation, interpreting the higher return around the dividend distribution as a tax effect is problematic.

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Publisher Info
Article provided by Financial Management Association in its journal Financial Management.

Volume (Year): 29 (2000)
Issue (Month): 2 (Summer)
Pages:
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Handle: RePEc:fma:fmanag:kalay00

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  1. Bernhardt, Dan & Robertson, Fiona J., 1993. "Testing Dividend Signalling Models," Working Papers 828, California Institute of Technology, Division of the Humanities and Social Sciences. [Downloadable!]
    Other versions:
  2. Carlos Martins, 2007. "Consistency of Dividend Signalling and Future Maturity Level:Evidence from UK Data," Working Papers de Economia (Economics Working Papers) 40, Departamento de Economia, Gestão e Engenharia Industrial, Universidade de Aveiro. [Downloadable!]
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This page was last updated on 2009-11-14.


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