RE: Transfer Pricing Agreement

From
Geraldine Terlecki <geraldine.nath@thekey.com>
To
"Hoffman, Michael D" <mdhoffman@kpmg.ca>
CC
"Rubinstein, Brian" <brubinstein@kpmg.ca>, Natalie Cahoone <natalie.cahoone@thekey.com>, Timothy Thomas <tt@thekey.com>, Alyssa Robles <alyssa.robles@thekey.com>, Geraldine Terlecki <geraldine.nath@thekey.com>
Date
Thu, 17 Jul 2025 14:08:45 -0500
Folder
INBOX
--0000000000003a4737063a24bd9a Content-Type: multipart/alternative; boundary="0000000000003a4736063a24bd99" --0000000000003a4736063a24bd99 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Michael: Do we have a draft agreement to review yet? *gerri terlecki* Chief Financial Officer | *TheKey* Mobile: 561.879.0132 *From:* Geraldine Terlecki *Sent:* Thursday, July 3, 2025 3:09 PM *To:* Hoffman, Michael D *Cc:* Rubinstein, Brian ; Natalie Cahoone ; Timothy Thomas ; alyssa.robles@thekey.com; Geraldine Terlecki *Subject:* Transfer Pricing Agreement Michael: Now that we have met, when will we have a draft Transfer Pricing Agreement between Canadian and US Key entities to review? *gerri terlecki* Chief Financial Officer | *TheKey* Mobile: 561.879.0132 *From:* Hoffman, Michael D *Sent:* Thursday, June 19, 2025 10:02 PM *To:* tt@thekey.com; paul.kahn@thekey.com *Cc:* Rubinstein, Brian ; geraldine.nath@thekey.com (Disabled Account) ; natalie.cahoone@thekey.com *Subject:* RE: KPMG meeting invitation coming (gn!) Hi Paul, Tim, and Natalie I=E2=80=99m checking to see what times may be possible for a transfer prici= ng discussion. I think we only need up to an hour. Here are a few options: Friday, June 20 =E2=80=93 any time after 11am ET. Monday, June 23 =E2=80=93 any time except noon to 1pm ET Tuesday, June 24 =E2=80=93 any time after 10am ET Let me know what may work. Regards, Michael *From:* Hoffman, Michael D *Sent:* Wednesday, May 7, 2025 10:51 PM *To:* tt@thekey.com; paul.kahn@thekey.com *Cc:* Rubinstein, Brian ; geraldine.nath@thekey.com; natalie.cahoone@thekey.com *Subject:* RE: KPMG meeting invitation coming (gn!) [EXTERNAL] Hi Paul, Tim, and Natalie Further to Gerri=E2=80=99s message below, I would like to set up a call to = gather information to better understand how the US operations are helping the Canadian operations. I find the most effective first step is to have a conversation where you can describe how Canada and the US interact and to understand the value the US entity brings to the table. I was curious if we may be able to find a time on Monday, May 12, Tuesday May 13, or Wednesday, May 14 for about an hour. My availability (Eastern Time) are: - Monday, May 12 - 10am to noon - 1pm to 5pm - Tuesday, May 13 - 10am to 12:30pm - 1:30pm to 5pm - Wednesday - 10am to 5pm If those times don=E2=80=99t work, I should be able to make the 21st, 22nd = or 23rd to work. Michael Michael Hoffman, PhD (he/him) Partner, KPMG Canada Canadian Transfer Pricing Chief Economist Calgary Desk: +1 403 691 7984 Mobile: +1 403 612 1173 *From:* Rubinstein, Brian *Sent:* Wednesday, April 30, 2025 12:33 PM *To:* geraldine.nath@thekey.com; natalie.cahoone@thekey.com *Cc:* Hoffman, Michael D *Subject:* RE: KPMG meeting invitation coming (gn!) [EXTERNAL] Sorry, too quick on the draw. Michael is now copied =F0=9F=98=8A *From:* Rubinstein, Brian *Sent:* Wednesday, April 30, 2025 12:32 PM *To:* Geraldine Nath ; natalie.cahoone@thekey.co= m *

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