Professor Jonathan B. Forman teaches individual income tax, corporate tax, pension
and health care benefits, and tax procedure.Forman is author of the book "Making
America Work" published by the Urban Institute Press. He is active in the American
Bar Association and the Association of American Law Schools.
He is a member of the board of trustees of the Oklahoma Public Employees Retirement
System (OPERS) and a member of the State of Oklahoma’s Incentive Review Committee. Forman
is also a fellow of the American Tax Counsel, a fellows program associate of the Employee
Benefit Reserach Institute, and a member of the National Academy of Social Insurance, the
National Tax Association, and the American Economic Association. Forman was the Professor
in Residence in the Internal Revenue Service Office of the Chief Counsel for the
2009-2010 academic year.Forman has also testified before the U.S. Senate Finance
Committee, the U.S. House Ways and Means Committe, the U.S. Department of Labor's
Advisory Council on Employee Welfare and Pension Benefits and the Oklahoma Legislature.
Prior to joining OU in 1985, Forman was an attorney and editor of Tax Notes in
Arlington,VA. He began his law career in 1978 as a law clerk for Judge Robert J. Yock of
the U.S. Court of Claims in Washington, D.C. From 1979 to 1983, he served as a trial
attorney in the Tax Division of the U.S. Department of Justice. Forman was admitted to
the District of Columbia Bar in 1978 and to the Oklahoma Bar in 2003. He served as a
member of the board of trustees of the American Tax Policy Institute from 1998-2003. In
1983-84, he was tax counsel for U.S. Senator Daniel Patrick Moynihan. He was a founding
member if the Internal Revenue Service Advisory Committee on Tax Exempt and Government
Entities (2001-2003). He was a delegate to the 1998 and 2002 National Summits on
Retirement Savings. He served as a member of the board of trustees of the American Tax
Policy Institute from 1998-2003.
Books
Major Articles
Short Articles
Contribution to Books
PDF
Poverty, Agenda for a Sustainable America (2009)
Optimal Retirement Age (with Yung-Ping (Bing) Chen), New York University Review of Employee Benefits and Compensation (2008)
Speeches
Testimony and Reports
