Welcome back to Law Days and Lattes!

In this episode, Sidney dives into practical, high-impact year-end strategies that help business owners finish 2025 with intention and enter 2026 with clarity, organization, and financial advantage.

While most people slow down for the holidays, this is your chance to quietly get ahead. Sidney breaks down what to review, what to adjust, and which decisions can save you thousands when made before December 31.

• Why You Shouldn’t Coast Into the Holidays

How being intentional in December gives you a measurable jump on your 2026 goals.

• Smart Year-End Tax Moves

Actionable strategies that may reduce your taxable income, including:

• Prepaying qualified 2026 business expenses
• Reviewing deductions
• Coordinating with your accountant to avoid last-minute scrambling

• Is Your Business Structure Still Working for You?

Why December is a key month to revisit your LLC, S-Corp election, or other structural decisions that affect taxes and asset protection.

• Retirement & Benefits Review

What to consider with your Solo 401(k), SEP IRA, HSA contributions, and depreciation choices before year-end.

• Operational Cleanup for a Smooth 2026

A practical audit of what is working—and what isn’t—in your business systems, offerings, and workflow.

• Starting 2026 Early

How beginning your planning on December 1 puts you a full month ahead of everyone else, easing stress and improving results in the new year.

Finishing the year strong doesn’t mean doing more—it means being intentional. A few smart December decisions can set the stage for a profitable, organized, and peaceful 2026.

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Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law. This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship. The choice of a lawyer is an important decision and should not be based solely upon advertisements.

In this Thanksgiving episode of Law Days and Lattes, Sidney Wheelan reflects on the meaning of family, tradition, and the importance of the conversations that shape our legacies.

The holidays bring people together in ways few other seasons do. Sidney shares how this time of year offers a natural moment to pause, reconnect, and consider the stories that have shaped our families—both the funny ones that get retold every year and the quieter ones that reveal resilience, love, and intention.

Sidney explores:

• How family traditions and shared stories become part of our legacy
• Why every family is unique in its makeup, challenges, and strengths
• The importance of gentle, meaningful conversations during the holidays
• Real examples of how communication (or the lack of it) affects families after a loss
• How estate planning is ultimately an act of love
• Ways to prepare, protect, and strengthen the future of those who matter most

Key Themes

• Gratitude as a driving force for planning
• The value of clarity and communication with loved ones
• Protecting traditions, property, and peace among family members
• Understanding how thoughtful decisions today can spare others hardship tomorrow

A Thanksgiving Message

Sidney encourages listeners to take this season as an opportunity—not for difficult legal debates around the dinner table, but for simple conversations rooted in care. A moment to appreciate the people around you and consider the plans that will one day guide them.

If this episode resonates with you, share it with friends or family members who may also benefit from starting these meaningful conversations.

Wishing you a warm, peaceful, and memorable Thanksgiving from all of us at the Wheelan Law Firm.

☕ Connect & Subscribe

Follow Law Days and Lattes on your favorite podcast platform for inspiring conversations about law, life, and finding joy in the journey.

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law. This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship. The choice of a lawyer is an important decision and should not be based solely upon advertisements.

In this episode of Law Days and Lattes, host Sidney Wheelan brings listeners into a different kind of estate planning conversation that begins at the firepit the night before deer season.

This episode is not about statutes, documents, or legal procedures. It is about the quiet places where legacy actually forms. It is about shared meals, familiar traditions, and the people who continue to gather year after year.

• The evening before deer season at the ranch
• Why legacy forms long before any paperwork is created
• How family stories, rituals, and gathering places shape the next generation
• What we pass down without realizing, such as kindness, steadiness, and belonging
• Why estate planning is about protecting more than assets
• How to start important conversations about land, responsibility, and the future
• The difference between inheritance and responsible legacy

Key Takeaways

• Legacy is not built in courtrooms. It is built in circles of connection.
• Families do not lose their farms because of a lack of love. They lose them because of a lack of a plan.
• Meaningful traditions create the foundation for honest conversations.
• Protecting land, stories, and family identity requires intention and clarity.

Why This Episode Matters

As the holiday season approaches, this episode encourages you to think about your own fire circle. These are the places where your people gather, laugh, remember, and belong. Legacy begins in those moments, and these are the same spaces where important conversations can finally take place.

☕ Connect & Subscribe

Follow Law Days and Lattes on your favorite podcast platform for inspiring conversations about law, life, and finding joy in the journey.

Check out our Law Days & Lattes pages on Facebook and Instagram where you can join the conversation, share your thoughts, and ask questions

Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕

This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law. This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship. The choice of a lawyer is an important decision and should not be based solely upon advertisements.