Corporate Inversions- any good books or material recommended?

I am writing my thesis on Corporate Tax Inversions and I am trying to gather the most information possible. Any tips on good books, financial modeling examples, elaborated articles or other material would be much appreciated. Cheers

4 Comments
 

Steven Davidoff Solomon (the Deal Professor on dealbook.nytimes.com) has written some articles on tax inversions this year. I haven't read many of his articles on that topic, but the guy is a pretty smart commentator and usually deploys intelligent analysis.

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Best Response

At a very broad level - tax inversions are like a lot of issues in tax structuring. You get governments setting up complex tax systems, then complaining when people use the incentives in those systems to structure a deal efficiently.

This is a somewhat inevitable result when the government tries to use the tax system to incentivise certain behaviours ie people will use those incentives and not always how legislators/tax authorities expected them to.

What is the difference between 'legitimate use of incentives to avoid tax' and 'exploitation of tax loopholes'? That seems to be decided on a mixture of ethics, variable public opinion and media headlines.

I'm talking about tax avoidance here (ie minimising tax while operating within the rules) rather than tax evasion (ie breaking the law).

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