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, 3 Sep 2024 14:45:56 -0500
Folder
INBOX
--00000000000055f5e106213c505e Content-Type: multipart/alternative; boundary="00000000000055f5e006213c505d" --00000000000055f5e006213c505d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the updates Tammi! On Tue, Sep 3, 2024 at 10:24=E2=80=AFAM Tammi Franzese wrote: > Good Morning Kelley and Team, > > We have received several more filings back from the states. See update > below and filings attached. > > 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 previously sent) > - California (dba attached) > - Wisconsin (dba attached) > - Texas (reinstatement and dba attached) > > In process - > > Massachusetts > > > - Required notarization and paper filing. Takes about 3-4 weeks. ETA 1 > week > > > > 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 Tue, Aug 27, 2024 at 1:02=E2=80=AFPM Kelley Richard > wrote: > >> Thank you for the update!! >> >> On Tue, Aug 27, 2024 at 11:06=E2=80=AFAM Tammi Franzese > tammi.franzese@thekey.com> 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. Ou= r >>> registered agent (R.A.) will file for the dba today. I'm told the pr= ocess >>> takes 2-3 weeks. >>> >>> >>> >>> Wisconsin >>> >>> >>> - We got the word tha

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