Shah Law Firm, PLLC

SHAH LAW FIRM, PLLC is a law firm located in the heart ❤️ of Penfield, NY with a focus in:

1. Estate planning 
2. Tax law 
3. Business law

Like in a great game of chess, Neeraj does not settle on "candidate" moves for his clients. Instead, he takes pride in fully analyzing any given issue for a "stonger play." On that note, Neeraj uses his white board 📋 to expand on concepts or outline a strategy. People understand concepts differently, so having a visual works well for many. 

Incidentally, all of the above practice areas dovetail nicely with Neeraj's CPA practice. To provide for a good estate plan, a lawyer must understand the client's income and assets. Similarly, it is critical to point out tax differences at the business formation stage - in addition to risk mitigation.

Neeraj Shah has earned an MBA, the C.P.A. designation and is admitted as an Attorney and Counselor at Law in all of the Courts of NYS and the U.S. Tax Court. As a legal client, anything you reveal to him as an attorney is privileged and confidential. You should feel comfortable talking to Neeraj about your legal problems in complete confidence.

*** The Chess Pieces of Life ***

THE PAWN -  Sometimes overlooked in favor of bigger pieces or more dramatic moves,  but if played strategically early this piece can effect the outcome.  Example: ethics - stay on course, don't get distracted and surround yourself with good people. 🧘‍♂️ 

THE ROOK -  One of the most serious pieces that can fill the board when moved logically. Think good habits - healthy eating (eat your veggies), regular exercise 💪 and getting your annual check-up will go a long way. Example: health is wealth. Easily said, hard to do. Talk to your doctor. 

THE KNIGHT -  This piece is somewhat harder to play, but once you are comfortable then it can open many doors. Example: understand and manage your risk 🪂 and get help with taxes and money 💰. Find yourself a good attorney and cpa (penfieldtax.com can really help you here) 

THE BISHOP -  A more mature chess piece that can move far across the diagonals is a good piece for long-term strategy. Example: consider insurance ☂️ for rainy day (life, long-term care, and disability) and have a more active role with your investments 🪙  (early contribution to IRA, 401k and 529). Finding a competent insurance agent and financial advisor can be a great stress reliever.  

THE KING AND QUEEN -  These two pieces are placed next to each other for security and strength. Example: don't forget the importance of family values - whether it is husband and wife or brother and sister or similar love. Stay together through thick and thin. ❤️ 

1. ethics
2. healthy eating, regular exercise and annual check-up (doctor)
3. manage risk and money (attorney and cpa)
4. insurance and investments (financial advisor)
5. family values

CPA - expertise when it comes to money 💰

• identify and solve financial problems
• handle financial responsibilities

LAW - expertise when it comes to managing risk 🪂

• recognize potential risk
• help guard against these risks

MBA - expertise when it comes to business strategy 🎲

• think critically about business
• understand business concepts

This little law firm is not like the others! 

• How many attorneys are also CPAs and have an MBA?
• How many estate planning attorneys feel comfortable diving into an individual's income statement or balance sheet? 
• How many business law attorneys are able to discuss strategic planning with an individual?
• Does your business formation attorney point out critical tax differences?

• In short, how often are you able to interact with an attorney who is also a CPA - and available all year?

C'mon, let's be real. Not all law firms are the same. Get the penthouse suite; don't settle for a standard room.  

We pride ourselves in educating our clients with all their options. We are not here to upsell you on anything. Rather, we work hard to provide a higher quality of service and build long-term relationships. 😉

THANKS FOR YOUR SUPPORT!