Navigating Business Partner Conflicts After the SB 29 TBOC Amendments in 2025
Texas Society of Certified Public Accountants Advanced Estate Planning and Tax Institute Summit
Tuesday, August 25, 2026
2:55 PM-4:10 PM CST
San Antonio, Texas
Ladd presented on Business Divorce at the TXCPA Advanced Estate Planning and Tax Institute Summit. His presentation covered two key areas related to business disputes and planning.
The first section focused on Buy-Sell Agreements and Valuation, including the concept of a business “pre-nup,” due diligence in partner selection, key elements of buy-sell agreements, and business valuation considerations.
The second section addressed Fiduciary Duties and the Impact of SB 29, covering who owes fiduciary duties, how self-dealing can give rise to claims, the differences between the old and new rules, the potential elimination of fiduciary duties, and derivative claims.
The first section focused on Buy-Sell Agreements and Valuation, including the concept of a business “pre-nup,” due diligence in partner selection, key elements of buy-sell agreements, and business valuation considerations.
The second section addressed Fiduciary Duties and the Impact of SB 29, covering who owes fiduciary duties, how self-dealing can give rise to claims, the differences between the old and new rules, the potential elimination of fiduciary duties, and derivative claims.
