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Nancy J. Smith

 
 
 
 
 

nancy_smith
(617) 742-0208 x 252
nsmith@segalroitman.com

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Nancy Smith is a partner at Segal Roitman, and her practice focuses on employee benefits. Nancy also assists non-profit, union, and individual clients with issues related to taxation, benefits, and regulatory compliance.

In her employee benefits practice, Nancy advises Taft-Hartley funds and other employee benefit plan sponsors regarding compliance with the requirements of ERISA and the Internal Revenue Code as they pertain to plan documents, summary plan descriptions, reporting and disclosure, and plan operations. She has represented plan sponsors in various matters before the IRS and has assisted these clients with determination letter requests and other IRS filings. Outside of her employee benefits work, Nancy advises non-profit organizations on issues related to obtaining and maintaining tax-exempt status, and occasionally assists individual clients with discrete tax and/or benefit issues.

Nancy joined Segal Roitman, LLP as an associate in 2011 and became a partner in 2021. During law school, Nancy twice received the New England Scholar Award and served on the editorial staff of the New England Journal on Criminal and Civil Confinement.

When not working, Nancy enjoys spending time with friends and family, reading, and learning random things from podcasts, and experimenting with vegan baking.

Practice Areas
Employee Benefits

Taxation

Individuals

Education
Boston University School of Law, LL.M., – Taxation

New England School of Law, J.D.,
cum laude

Wellesley College, B.A.

Bar Admissions
Commonwealth of Massachusetts