People
Nancy Dollar

Nancy E. Dollar

Partner
(415) 995-5092

Intro

Nancy is a tax attorney focused on tax planning, counseling and transactional matters. Her practice includes advising founders, investors, and companies on specialty tax incentives. She has also helped clients successfully resolve federal tax audits and controversies in the appeals process.

 

Education

LL.M., Tax Boston University School of Law ( 2016 )
J.D. cum laude Boston University School of Law ( 2014 )
B.A. magna cum laude Kenyon College ( 2008 )

Admissions and Courts

California
Massachusetts
U.S. Tax Court

Role

Intro

Nancy is a tax attorney focused on tax planning, counseling and transactional matters. Her practice includes advising founders, investors, and companies on specialty tax incentives. She has also helped clients successfully resolve federal tax audits and controversies in the appeals process.

 

Areas of Focus

Education

LL.M., Tax Boston University School of Law ( 2016 )
J.D. cum laude Boston University School of Law ( 2014 )
B.A. magna cum laude Kenyon College ( 2008 )

Admissions and Courts

California
Massachusetts
U.S. Tax Court

Women's Founder Network, Board Member

"Week in Insights: A Place Where the Drinks Are Creative and Free," Bloomberg Tax (March 2023)

"Week in Insights: Putting in the Work and Showing Up to Win," Bloomberg Tax (April 2022)

"Made a killing in crypto? Your tax bill is coming due," InvestmentNews (April 2022)

"US Private Companies Must Report Leases Starting Next Year," North Bay Business Journal (September 2021)

Certified Taxation Specialist

Leadership Council on Legal Diversity, Pathfinders (2022)

California Lawyers Association, Wiley W. Manuel Pro Bono Legal Services Award (2021)

"Court Upholds Plan Administrator's Interpretation in Recent ERISA Case," co-author, Employee Benefits Law Alert (September 2019)

"CalSavers State-Sponsored Retirement Plan Has Officially Launched," co-author, Employee Benefits Law Alert (September 2019)

"CalPERS Announces New Fees for Section 218 Agreements," co-author, Employee Benefits Law Alert (August 2019)

"QSBS: Planning, Stacking, Tracking," co-presenter, Estate Planning Council of Northern Nevada Annual May Event (May 2025)

"Tax Wise Investing Strategies for Savvy Investors," panelist, Morgan Stanley Tax Wise Investing Series (February 2025)

"The 2025 Window of Opportunity for Business Owners Looking to Exit," panelist, Morgan Stanley Webinar (November 2024)

"QSBS Planning for Shareholders: Trusts, Stacking, Rollovers, and More," panelist, 2024 Annual Meeting of the California Tax Bar and California Tax Policy Conference (November 2024)

"Women Founders Network 2024 Fast Pitch Event" judge, Women Founders Network (October 2024)

"Tax Planning Strategies and Structures for Today’s M&A Market," Celesq Webinar (March 2024)

"Advanced Tax Considerations for M&A Transactions," Strafford Webinar (January 2024)

"Hot Topics in Income Tax Planning: Case Studies,"  2023 Ralph Grant Institute CPA Conference (December 2023)

"Corporate Transparency Act,"  2023 Ralph Grant Institute CPA Conference (December 2023)

"Taking Care of Your People, From Compliance to Culture," co-presenter, Werqwise and Insperity (March 2023)

"Smart Tax Strategies for Maximizing Your Income Post-Exit," co-presenter, Morgan Stanley’s Women & Wealth Series (February 2023)

"Business Realities in the Age of COVID-19," co-presenter, LeadingAge Webinar (December 2020)