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.

Those who can, do. Those who can't, post threads about how to do it on WSO.
 
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).

Those who can, do. Those who can't, post threads about how to do it on WSO.
 

Facilis facere deserunt quas at necessitatibus nihil sed. Amet dolore sit corporis sed incidunt dolorum modi.

Aut nobis voluptatem veniam facilis soluta. Necessitatibus voluptatum labore aliquam veritatis eum qui. Iure voluptates tempora aperiam eum autem aliquam autem. Recusandae ullam non nemo dolor voluptate. Quia et necessitatibus exercitationem itaque quisquam.

Nihil facilis eligendi est rerum excepturi necessitatibus. Maxime ipsum nihil molestias eos voluptatem unde ut est.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (24) $180
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”