JONATHAN BARRY FORMAN (“Jon”)
Kenneth E. McAfee Centennial Chair in Law
University of OklahomaCollege of Law
300 Timberdell Road
Norman, Oklahoma 73019
Telephone: (405) 325-4779
Fax: (405) 325-0389
EDUCATION: J.D. (magna cum laude, 1978, University of Michigan Law School), member of the University ofMichigan Journal of Law Reform; Certificate in Labor and Industrial Relations; M.A. (1983, George Washington University–Economics); M.A. (1975, University of Iowa–Psychology); B.A. (1973, Northwestern University–Psychology).
PRESENT EMPLOYMENT:Kenneth E. McAfee Centennial Chair in Law, University of Oklahoma College of Law, teaching Individual Income Tax, Taxation of Business Entities, Pension andHealth Care Benefits, Nonprofit Organizations, and Tax Practice & Procedure.
PRIOR EMPLOYMENT:Contributing Editor Editorial Staff, Tax Notes, January–April, 1985; Tax Counsel to U.S. Senator Daniel Patrick Moynihan (D–N.Y.), September 1983–December 1984; Trial Attorney, U.S. Department of Justice, Tax Division, September 1979–August 1983; Judicial Clerk, Honorable Robert J. Yock, U.S. Court of Claims, Trial Division, August 1978–August 1979.
PROFESSIONAL ACTIVITIES: American College of Tax Counsel (regent since 2017, fellow since 1995); Professor in Residence,Office of Chief Counsel, Internal RevenueService, Washington, D.C., 2009–2010 academic year; Member of the Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS),2003–2011; Delegate, 2002 & 1998 National Summits on Retirement Savings; Member of the Internal Revenue Service Advisory Committee on Tax Exempt and Government Entities (ACT), 2001–2003; District of Columbia Bar Association;American College of Employee Benefits Counsel (fellow); American Bar AssociationSection of Taxation; American Tax Policy Institute (trustee 1997–2003, secretary 2001–2003, life sponsor); Association of American Law Schools; Employee Benefit Research Institute (fellow); National Academy of Social Insurance (member); National Tax Association; TIAA Institute (fellow).
RECENT MAJOR PUBLICATIONS:Making America Work (Urban Institute Press, 2006);Early Access to Occupational Pension Plans: Belgium vs USA: Borrowing, pledging, hardship withdrawal or early distribution, 19(2) European Journal of Social Security 186 (June 2017) (peer-reviewed)(with Inne Nys & Yves Stevens); Removing the Legal Impediments to Offering Lifetime Annuities in Pension Plans,23(1) Connecticut Insurance Law Journal31 (Fall 2016); Survivor Funds, 37(1) Pace Law Review 204 (Fall 2016) (with Michael J. Sabin); Making the Internal Revenue Service Work, 17(10) Florida Tax Review 725 (2015) (with Roberta F. Mann); Tontine Pensions, 163(3) University of Pennsylvania Law Review 755 (2015) (with Michael J. Sabin).
RECENT HONORS AND AWARDS: Kenneth E. McAfee Centennial Chair in Law, since 2018; Society of Actuaries award for one of the five best essays on Securing Future Retirements in 2018; John Hanson Memorial Prize (Actuarial Foundation) for the best paper on an employee benefits topic: 2015 & 2008; Alfred P. Murrah Professor of Law, 2005−2018; 2011 Abe Greenbaum Research Fellowship, Australian School of Taxation and Business Law, University of New South Wales, Sydney, Australia.