IBIMA Publishing
Journal of Eastern Europe Research in Business and Economics
http://www.ibimapublishing.com/journals/JEERBE/jeerbe.html
Vol. 2016 (2016), Article ID 187734, 13 pages
DOI: 10.5171/2016.187734
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Cite this Article as: Mihai-Bogdan Afrăsinei, Iuliana Eugenia Georgescu and Mircea Georgescu (2016),"
Analysis of the Presence of Romanian Listed Companies in Tax Havens", Journal of Eastern Europe
Research in Business and Economics , Vol. 2016 (2016), Article ID 187734, DOI: 10.5171/2016.187734
Research Article
Analysis of the Presence of Romanian Listed
Companies in Tax Havens
Mihai-Bogdan Afrăsinei, Iuliana Eugenia Georgescu and Mircea Georgescu
Faculty of Economics and Business Administration, Alexandru Ioan Cuza
University of Iaşi, Iaşi, Romania
Correspondence should be addressed to: Mihai-Bogdan Afrăsinei; bogdan.afrasinei@yahoo.com
Received date: 3 April 2015; Accepted date: 10 August 2015; Published date: 19 September 2016
Copyright © 2016. Mihai-Bogdan Afrăsinei, Iuliana Eugenia Georgescu and Mircea Georgescu.
Distributed under Creative Commons CC-BY 4.0
Introduction
In recent years, offshore companies and tax
havens have been in the center of many
financial scandals, both nationally and
internationally. Also, the press reports
daily such cases involving numerous
companies and businessmen, but also
politicians, athletes, actors and other
celebrities. If we appeal to a famous
statement of Leona Helmesey, which
argued that “only the little people pay
taxes” (The Economist, 2001), we can say
that tax havens are only for the powerful
people.
Undoubtedly, the subject of offshore
economy is perhaps now, more than ever,
the focus of attention of both the public and
the authorities. A possible explanation can
be given by "the sheer size of the
phenomenon" and by the fact that one
third of foreign direct investments of
multinational companies are turning to tax
havens jurisdictions (Palan, 2009).
In the context of international tax planning,
tax havens and offshore companies have
become increasingly important and
represent one of the most effective
solutions in fighting taxation. Palan et al
(2010) state that nowadays, a company
(not necessarily multinational) without
Abstract
Tax havens are one of the most effective solutions in fighting taxation. In the context of
international tax optimisation, almost all major companies in the world have subsidiaries or
affiliates in such offshore jurisdictions. Similar studies conducted in other countries show
that over a third of the companies listed on stock exchange have links to tax havens. The
purpose of this paper is to analyse the presence of Romanian companies listed on the
Bucharest Stock Exchange in tax havens. In order to achieve this goal, we analysed the
annual reports for 2013 of a sample of 80 Romanian publicly traded companies. The results
emphasize that 36% of the Romanian listed companies had links to 16 tax havens in 2013.
Also, approximately 23% (88 companies) of their overseas affiliates were incorporated in
tax havens in 2013. Most of the companies with links to tax havens are operating in the
industry sector.
Keywords: tax havens, international tax planning, offshore finance, multinational
companies