Link

Making America Work (2006)

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Using Refundable Tax Credits to Help Low-income Taxpayers: What Do We Know and What Can We Learn from Other Countries?, eJournal of Tax Research (2010)

Conversations: Prof. Jonathan B. Forman (interview Michael Joe), Tax Notes (2010)

2009 Poverty Levels and Federal Tax Thresholds, Tax Notes (2009)

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Funding Public Pension Plans, John Marshall Law Review (2009)

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Should We Replace the Current Pension System with a Universal Pension System?, Journal of Pension Benefits (2009)

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Time For a Universal Pension System, Pensions & Investments (2008)

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Where Are We Going and Where Should We Be in Ten Years?, Hofstra Labor & Employment Law Journal (2008)

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Making Our Work Work, Suffolk University Law Review (2008)

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Making America Work : Alfred P. Murrah Professorship Inaugural Lecture, Oklahoma Law Review (2007)

Measuring the Trade-off Between Tax Expenditures and Tax Rates, Tax Notes (2007)

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Pouring Liberal Wine Into Conservative Bottles (book review), Tax Notes (2006)

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Making Universal Health Care Work, St Thomas Law Review (2006)

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Practitioner's Perspective: Why Don't We Repeal Most Tax Expenditures?, Journal of Tax Practice & Procedure (2006)

Individual Accounts, Yes; Privatization, No: A Social Security investment alternative, Plan Sponsor (2005)

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Who Should Pay Social Security's $4 Trillion Debt?, Tax Notes (2005)

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Reforming Social Security, Oklahoma Bar Journal (2005)

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Designing a Work-Friendly Tax System, Pierce Law Review (2004)

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Making Social Security Work, Ohio State Law Journal (2004)

Phased Retirement for Defined Benefit Plan Participants (with Patricia L. Scahill), Journal of Actuarial Practice (2004)

Poverty Levels and Federal Tax Thresholds: 2004, Community Tax Law Report (2004)

Issues for Implementing Phased Retirement in Definied Benefit Plans (with Patricia L. Scahill), North American Actuarial Journal (2003)

Allowing phased retirement helps both employees and employers (with Patricia L. Scahill), The Actuary: The Newsletter of the Society of Actuaries (2002)

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Poverty Levels and Federal Tax Thresholds (with Hilary Nolan), Journal of Tax Practice & Procedure (2001)

The Impact of Moving to a Consumption Tax on Pension Plans and Their Beneficiaries, Benefits Quarterly (2001)

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Cash Balance Pension Plan Conversions (with Amy Nixon), Oklahoma City University Law Review (2000)

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How Federal Pension Laws Influence Individual Work and Retirement Decisions, Tax Lawyer (2000)

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Senate Finance Committee Gives Green Light to Cash Balance Conversions, Tax Notes (2000)

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Public Pensions: Choosing Between Defined Benefit and Defined Contribution Plans, Law Review of Michigan State University Detroit College of Law (1999)

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Universal Pensions, Chapman Law Review (1999)

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What Can Be Done About Marriage Penalties, Family Law Quarterly (1996)

Optimal Distribution Rules for Defined Contribution Plans: What Can the United States and Australia Learn from Other Countries?, New York University Review of Employee Benefits and Executive Compensation (2012)

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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)

A Mandatory Universal Pension System, New York University Review of Employee Benefits and Compensation (2006)

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An American Perspective on Optimal Retirement Age, Centre for Pension Studies, University of New South Wales (2011)

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Tax Reform in the United States, University of Sydney School of Law (2011)

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An American Perspective on Not-for-Profit Tax Concessions, Australian Government Treasury, Tax System Division (2011)

Pension Reform: What Can the United States and Australia Learn from Each Other, University of Oklahoma College of Law Faculty Summer Luncheon Series (2011)

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What Can Australia Teach us about Tax Reform, Law and Society Annual Meeting (2011)

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Tax Reform and Deficit Reduction: Proposals, Implementation, and Policy Considerations (moderator), American Bar Association Section of Taxation (2011)

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Law and Economic Justice, Central Oklahoma Association of Legal Assistants, Continuing Legal Education Seminar (2011)

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Taxes and Tax Reform in an Era of Hyper-Deficits and Gridlock, Oklahoma City Economic Roundtable (2011)

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Legal Issues Facing Public Pensions (panelist), Public Funds Summit (2011)

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Using Refundable Tax Credits to Help Low-income Taxpayers, Tax Policy Colloquium Loyola Law School (2010)

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Should We Replace the Current Pension System with a Universal Pension System, U.S. Governmental Accounting Office, Education, Workforce and Income Security (EWIS) Speaker Series (2010)

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Legislative Process, IRS Office of Chief Counsel, Large and Mid-size Business Managers' Meeting (2010)

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Making America Work, Treasury Executive Institute (2010)

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Legislation and Other Hot Topics, Internal Revenue Service Office of Chief Counsel Quarterly Executive Meeting (2010)

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Funding Public Pension Plans, Tax Economist Forum (2010)

Tax Reform in an Era of Hyper-Deficits, Internal Revenue Service Office of Chief Counsel Professor in Residence lecture (2010)

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Social Security: How It Works and How to Fix It, Internal Revenue Service Office of Chief Counsel Professor in Residence lecture (2009)

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New Tax Legislation for Low Income Taxpayers, American Bar Association Section of Taxation Committee on Low Income Taxpayers (2009)

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The Future of Tax Expenditures and Entitlements in the Era of Hyper-Deficits, Tax Colloquium, Dedman School of Law, Southern Methodist University (2009)

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Rethinking Teacher Retirement Benefit Systems (discussant), National Center on Performance Incentives Second Annual Conference, Peabody College, Vanderbilt University (2009)

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Retirement Law and Policy, University of Oklahoma Senior Adult Services "Mornings with the Professor" Program (2008)

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Hiring, Managing, and Changing Managers, Second Annual Great Plains Public Employee Retirement System Forum (2008)

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Optimal Retirement Age, Third Annual Colloquium on Current Scholarship in Labor and Employment Law (2008)

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Making America Work, Law Society and Taxation Panel 7, (panelist), Law and Society Annual Meeting (2008)

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Tax and Budget Policy Facing the Next President (panelist), Law and Society Annual Meeting (2008)

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Choosing between Defined Benefit Plans & Defined Contribution Plans, 61st Annual SCTR Conference (2008)

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An Analysis of Defined Contribution (DC) Plans, Great Plains Public Employee Retirement System Forum (2007)

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Defined Benefit versus Defined Contribution, Canada Cup of Investment Management (2007)

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Topics in Investment Management: Perspectives from the U.S. and Europe, Canada Cup of Investment Management (2007)

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Wealth Inequality in the United States (panelist), Section on Socio-Economics, Association of American Law Schools (2007)

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Making Taxes and Welfare Work Together (panelist), First Tuesday Panel, Urban Institute (2006)

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Taxes and Nonprofits: What you Need to Know about the IRS, Tulsa City-County Library (2006)

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Taxes and Nonprofits: What You Need to Know about the IRS, Tulsa City-County Library (2006)

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Making Labor Markets Work (panelist), First Annual Colloquium on Current Scholarship in Labor & Employment Law, Marquette University Law School (2006)

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Making America Work, University of Oklahoma College of Law Coats Hall Endowed Professorship Lecture Series (2006)

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Achieving Retirement Income Adequacy with Add-On Social Security Accounts (panelist) Law, Society, and Taxation III: Policy Ideas for a More Just Economy, Law and Society Association Annual Meeting (2006)

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Making Taxes Work (panelist) Law, Society, and Taxation I: What Is Tax Reform, Law and Society Association Annual Meeting (2006)

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Making Universal Health Care Work, John Marshall Law School program on The Future of Employer-Provided (2006)

Retirement Policy in the 21st Century, Southwest Technology Center (2005)

Social Security: How It Works and How to Fix It, Oklahoma Public Fund Trustee Education Conference (2005)

Choosing between Defined Benefit Plans & Defined Contribution Plans, Jewish Community Federation of Cleveland "Retirement Forum" (2005)

Motivating Low-income Workers for An Informed Discussion of the Earned Income Tax Credit (EITC), Federal Reserve Bank of Chicago (2002)

Shaming tax cheats, The Journal Record (2009)

New, expanded refundable tax credits, The Journal Record (2009)

Accounting for public pensions, The Journal Record (2009)

Reform on health care, The Journal Record (2009)

The death tax lives, The Journal Record (2009)

McVeigh attorney loses charitable deduction case, The Journal Record (2008)

The orderly transition, The Journal Record (2008)

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Obama's Challenge: Obama Should Synchronize the Tax and Welfare Systems, ataxingmatter (blog) (2008)

Deducting Dilbert's tie and Palin's new duds, The Journal Record (2008)

Tax cuts, red ink as far as the eye can see, The Journal Record (2008)

IRS lets the sun shine on tax-exempt organizations, The Journal Record (2008)

Energy Tax Policy, The Journal Record (2008)

Nudging us to better choices, The Journal Record (2008)

Choosing your retirement age, The Journal Record (2008)

The sky is not falling, The Journal Record (2008)

Taxpayer advocate backs $1 million IRS apology, The Journal Record (2008)

Tax preparers will get a piece of Grandma's rebate, The Journal Record (2008)

Pensions for everyone, McClatchy-Tribune Information Services, January 11, 2008: Bellingham Herald (WA), Carolina Newspapers (The Clover Herald and The Yorkville Enquirer), Fort Worth Star-Telegram, Fresno Bee, Herald News (Passaic, NJ), Houston Chronicle, The Journal Record (Oklahoma City, OK), Island Packet (Hilton Head Island – Bluffton, SC), Lake Wylie Pilot (SC), Long Beach Press Telegram, Modesto Bee, Press of Atlantic City, News & Observer (NC), Sacramento Bee, Spokesman Review (Spokane, WA), Times-Tribune (Scranton, PA), and the Tri-City Herald (WA). (2008)

U.S. Treasury releases report on corporate tax, The Journal Record (2008)

Next U.S. president to preside over tax changes, The Journal Record (2007)

Presidential candidate Barack Obama talks taxes, The Journal Record (2007)

Fixing the taxation of mortgage foreclosures, The Journal Record (2007)

America is building a better retirement system, The Journal Record (2007)

Congress targets Wall Street to flip tax system, The Journal Record (2007)

Invest in industry, not huge houses, The Journal Record (2007)

Carbon tax worth legislators' consideration, The Journal Record (2007)

Encourage the Old and Young to Work, Norman Transcript, : also published in the Butler Eagle (Butler, Pennsylvania); Press-Register (Mobile, AL), Spinnaker (University of North Florida), Spokesman Review (Spokane, Washington). (2007)

Improving taxpayer compliance, The Journal Record (2007)

Oklahoma's short- and long-term fiscal woes, The Journal Record (2007)

Uncle Sam should let the states be laboratories for health care reform, Washington Examiner (2007)

Bush's new deduction for health insurance, The Journal Record (2007)

Repeal Check-off (letter to the editor), Roll Call (2007)

Taking on 401(k) plan fees that take away from you, The Journal Record (2007)

Is Oklahoma a low-tax state?, The Journal Record (2006)

What public charities need to know about the IRS, The Journal Record (2006)

The Pension Protection Act of 2006, The Journal Record (2006)

Labor markets and immigration, The Journal Record (2006)

A national strategy for work, The Sunday Oklahoman : also published in the Pittsburgh Tribune-Review, Albany Times Union, Fort Worth Star Telegram, Arkansas Democrat-Gazette, Wilmington (NC) Morning Star, Raleigh News & Observer, Arizona Daily Star, Contra Costa (CA) Times, La Crosse (WI) Tribune, Akron (OH) Beacon Journal, and Norman Transcript.) (2006)

Government and the living wage, The Journal Record (2006)

Planning for the 'kiddie tax' increase, The Journal Record (2006)

Measuring poverty, The Journal Record (2006)

Towards universal health care, The Journal Record (2006)

It's tax season again, The Journal Record (2006)

The 411 about the telephone excise tax, The Journal Record (2006)

Blue-ribbon panel releases tax reform findings, The Journal Record (2005)

Extreme tax reform, The Journal Record (2005)

Taxes and the Distribution of Income: Understanding the Debate (letter to the editor), Tax Notes (2005)

A national sales tax?, The Journal Record (2005)

The end of retirement?, The Journal Record (2005)

No more secret tax tribunals, The Journal Record (2005)

From New Deal to bad deal, The Journal Record (2005)

Putting your mouth where your money is, The Journal Record (2005)

The right tax to pay for Social Security, The Journal Record (2005)

Reform DB plans, using personal accounts and big-fund advantage, Pensions & Investments (2005)

Tax proposals in the president's budget, The Journal Record (2005)

The Taxpayer Advocate Report, The Journal Record (2005)

New phased retirement regulations good for workers, The Journal Record (2004)

Working taxpayers may have to cover terminated pensions, The Journal Record (2004)

Temporary tax cuts, The Journal Record (2004)

Remembering the war on poverty, The Journal Record (2004)

Taxes in the long term, The Journal Record (2004)

Let's expand the saver credit, The Journal Record (2004)

The alternative minimum tax bites, The Journal Record (2004)

A plan worth considering, The Journal Record (2004)

Seeking a true tax holiday; at least from having to file returns, The Journal Record (2004)

Taxes and inflation, The Journal Record (2003)

Working overtime, The Journal Record (2003)

Where credit is due, The Journal Record (2003)

Harsh medicine for tax shelters, The Journal Record (2003)

IRS gets tough on abusive tax schemes, The Journal Record (2003)

No surplus at Social Security, The Journal Record (2003)

Dividend-exclusion proposal will be tough to sell, The Journal Record (2003)

Treasury blesses cash balance pension plans, The Journal Record (2003)

Washington's bipartisan double taxation, The Journal Record (2002)

New rules for tax shelters, The Journal Record (2002)

How should we handle inequality, The Journal Record (2002)

The rich are different, The Journal Record (2002)

Should our tax code spur firms to leave U.S., The Journal Record (2002)

Payroll-deduction IRAs, The Journal Record (2002)

Help is on the way to assist companies shopping for retirement plans, The Journal Record (2002)

The power of compound interest, The Journal Record (2002)

Should 401(k) plans be forced to diversify?, The Journal Record (2002)

Optimal state taxes, The Journal Record (2002)

Alms for terrorists, The Journal Record (2001)

Phased retirement demands legislative change, The Journal Record (2001)

The cost of tax complexity, The Journal Record (2001)

Determination letters for tax-qualified pension plans, The Journal Record (2001)

An Oklahoma tax attorney in Japan, The Journal Record (2001)

Plucking the goose, The Journal Record (2001)

Show me the money, The Journal Record (2001)

Renewing the call for tax simplification, The Journal Record (2001)

What's in a name, Washington Times (2001)

Needed: revenue-neutral reform, Daily Oklahoman (2001)

Individual accounts for social security?, The Journal Record (2001)

Cutting taxes on low income Oklahoma families, The Journal Record (2001)

A tax credit for health care, The Journal Record (2001)

Rescue in The Balance, Barron's (2000)

Will Congress review employee stock options?, The Journal Record (2000)

Who pays (and doesn't pay) federal taxes, The Journal Record (2000)

A return-free filing system, The Journal Record (2000)

Tax treatment of contingent legal fees, The Journal Record (2000)

Fixing Social Security for working women, The Journal Record (2000)

Congress tells IRS to make political action committees disclose the names of their contributors, The Journal Record (2000)

Income, sales, tax burdens, The Journal Record (2000)

Taxing the internet, The Journal Record (2000)

Making Social Security work, The Journal Record (2000)

How should we invest our retirement savings?, The Journal Record (2000)

The new IRS stands up, The Journal Record (2000)

Saving for college, The Journal Record (2000)

Enhancing opportunities for older workers, The Journal Record (1999)

Making welfare work, The Journal Record (1999)

Saving the Teacher's Retirement System, The Journal Record (1999)

Cash balance pension plans, The Journal Record (1999)

Unclaimed property audits, The Journal Record (1999)

New IRS collection hearings, The Journal Record (1999)

Taxing our way to equal opportunity, The Journal Record (1999)

Clinton's universal savings accounts, The Journal Record (1999)

European value-added taxes - good or bad?, The Journal Record (1999)

A Mother Goose tale about kids, The Journal Record (1999)

The budget, The Journal Record (1999)

Pension benefits for widows, The Journal Record (1999)

What's the deal with international taxes, The Journal Record (1998)

Fixing Social Security for elderly workers, The Journal Record (1998)

Newlyweds hit by 'Marriage Penalty' of IRS, The Journal Record (1998)

Would a federal tax cut be good for Oklahoma?, The Journal Record (1998)

Despite rhetoric, new IRS law changes little, The Journal Record (1998)

National summit increases awareness about retirement savings, The Journal Record (1998)

Real tax simplification: what would work best in the U.S.?, The Journal Record (1998)

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The Cost of “Choice” in a Voluntary Pension System, ExpressO (2013)

Making Taxes and Welfare Work Together, statement submitted to the Subcommittee on Income Security and Family Support of the House Committee on Ways for the hearing on Proposals for Reducing Poverty (2007)

Making Universal Health Care Work, a statement submitted to the House Senate Finance Committee for inclusion in the record of hearing on Charting a Course for Health Care Reform (2007)

The Taxation of State Tax Rebates, testimony before the Revenue and Taxation Committee of the Oklahoma House of Representatives (2006)

Reforming Social Security, statement submitted to the House Committee on Ways and Means for inclusion in the record of the hearing on Alternatives to Strengthen Social Security (2005)

Integrate the Income and Social Security Payroll Taxes into a Comprehensive Income Tax System submitted to the President's Advisory Panel on Federal Tax Reform (2005)

Solving the Problem of High Effective Tax Rates on Low and Moderate-income Working Families, submitted to the President's Advisory Panel on Federal Tax Reform (2005)

Final Report of the Task Force for the Study of Public Retirement Systems Benefit Design and Equity (2005)