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May 14, 2026Journal of the American Taxation Association0 citations

Taxes, Mergers, and the Value of Limited Liability Protection: Evidence from Parent-Subsidiary Mergers in Korea

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JLJiyoon Lee

Key Points

  • The aim is to investigate how taxation affects the financial outcomes of parent-subsidiary mergers in Korea.
  • Examined parent-subsidiary mergers involving no cash transfers or ownership changes.
  • Analyzed merger announcement returns associated with tax savings.
  • Focused on mergers between profitable and loss-making firms.
  • Merger announcement returns are positively linked to estimated tax savings.
  • Returns are lower for loss-making subsidiaries lacking a parent debt guarantee.
  • Positive returns may still indicate potential future tax benefits despite ongoing subsidiary losses.

Abstract

ABSTRACT I examine the effects of taxation on parent-subsidiary mergers in Korea, where tax consolidation was not allowed and, after the merger, only the parent’s pre-existing losses offset subsidiary profits. Specifically, I focus on mergers in which a parent and a wholly owned subsidiary combine into a single legal entity (a P-S merger), involving no cash transfers, ownership changes, or significant synergies. Most P-S mergers occur between profitable and loss-making firms, suggesting tax motivations. Merger announcement returns are positively associated with estimated tax savings. However, returns are lower for loss-making subsidiaries, especially without a parent debt guarantee. This reflects the loss of limited liability protection and limits on utilizing subsidiary losses. Nevertheless, positive returns may reflect expected future tax benefits if the subsidiary continues to incur losses. The results suggest that tax considerations, together with the loss of limited liability protection, play an important role in shaping parent-subsidiary structures. Data Availability: The data used in this study are available from publicly accessible sources. JEL Classifications: G34; H25; G32.

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Cite This Study

Jiyoon Lee (2026) studied this question.

synapsesocial.com/papers/6a0567d2a550a87e60a200c2https://doi.org/10.2308/jata-2023-001
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