Re: GCM Service Lines - dba Livewell Care Management

From
Kelley Richard <krichard@thekey.com>
To
Tammi Franzese <tammi.franzese@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Nina Kani <nkani@thekey.com>, Amanda Fults <amanda.fults@thekey.com>, Megan Heinen <mheinen@thekey.com>, Phil Chanda <phil.chanda@thekey.com>, Chad Everitt <chad.everitt@thekey.com>, Sean Cygan <scygan@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>
Date
Tue, 27 Aug 2024 12:01:44 -0500
Folder
INBOX
--00000000000057612b0620ad3476 Content-Type: multipart/alternative; boundary="00000000000057612a0620ad3475" --00000000000057612a0620ad3475 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the update!! On Tue, Aug 27, 2024 at 11:06=E2=80=AFAM Tammi Franzese wrote: > Hi Team, > > Here's an update on obtaining these dba's - > > GCM locations that are complete and have dba LiveWell filed with the > state- > > > - New York (dba's previously sent) > - Florida (dba previously sent) > - Oregon (dba filing attached) > > > > > In process - > > Massachusetts > > > - Required notarization and paper filing. Takes about 3-4 weeks. Sent > approx 2 weeks ago > > > > California > > > - This is with the state of California. It's a paper process and takes > about 3-4 weeks. About 2-3 more weeks to go. > > > > Texas > > > - There was a tax issue with this entity that Michael had to resolve > before we could file a dba. We just got the tax clearance today. Our > registered agent (R.A.) will file for the dba today. I'm told the proc= ess > takes 2-3 weeks. > > > > Wisconsin > > > - We got the word that this form is good to go. Paul is getting the > form notarized today. Our R.A. will submit it ASAP. Takes about 2-3 we= eks. > > > Canada > > New entity, LiveWell Care Management, Inc. > > > - Our outside counsel is completing new paperwork to create this > nationwide entity. Waiting on forms and will have them signed asap. Af= ter > submission, I estimate it'll take a few weeks to process. I'll update = you > as I learn more. > > > Consolidating all Canadian entities (except LiveWell) under HCA Home Care > Assistance Canada, Inc. > > > - Our attorneys advise that the best time to do this would be at the > beginning of the fiscal year. Michael in Tax agrees. I understand that= the > new fiscal year will start 1/1/2025. We are targeting this date to > consolidate all Canadian entities. > > > Note: LiveWell will still be a separate entity since it has different > services. After consolidation, we will have a total of two entities in > Canada. > > > Let me know if you have any questions, glad to help. > > *Sincerely,* > > *Tammi Franzese* > Senior Corporate Paralegal | > *TheKey*813.521.5269 > [image: TheKey] > > > On Wed, Jul 31, 2024 at 2:33=E2=80=AFPM Tammi Franzese > wrote: > >> Hi All, >> >> We've received the filings for Florida and submitted the affidavit to th= e >> newspaper as required. . See attached. We will receive confirmation of = the >> affidavit being published; I'll send that along as well when I receive i= t. >> >> Adding Michael in Tax just in case this change has any tax implications. >> >> *Sincerely,* >> >> *Tammi Franzese* >> Senior Corporate Paralegal | >> *TheKey*813.521.5269 >> [image: TheKey] >> >> >> On Wed, Jul 31, 2024 at 2:29=E2=80=AFPM Tammi Franzese >> wrote: >> >>> Thank you, Tim. I sent our attorneys this update. We'll need to complet= e >>> new forms that I'll send to you/Paul for signat

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