CAD Amalgamation - Status Update

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Adriana Mendez <adriana.mendez@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>, Alyssa Robles <alyssa.robles@thekey.com>, An Ly <an.ly@thekey.com>, Anotte Francois <anotte.francois@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Geraldine Terlecki <geraldine.nath@thekey.com>, Germaine Daniels <germaine.daniels@thekey.com>, Katherine Guildner <kguildner@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Katherine Cope <marykatherine.cope@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Nina Kani <nkani@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>, Thomas Pierantoni <thomas.pierantoni@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 16 Sep 2025 17:06:49 -0400
Folder
INBOX
--000000000000df2aee063ef1812b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon Everyone, Please see this week's status update below - - Teio is working with Brian from KPMG to discuss his preliminary tax thoughts on the amalgamation. He mentioned he didn=E2=80=99t anticipate = any show-stoppers and *would be providing us with a steps memorandum. * - @Michael Jichetti will you please track this KPMG To Do and update us when you receive my biweekly upda= te? - Teio is working with a different outside counsel to update the AMP application. *Teio's waiting on KPMG's Steps Memo, then he will send the details of the amalgamation to our attorney so they can start working in the updates to the AMP application.* - *@Michael Jichetti will you please obtain an ETA from KPMG on this Steps Memo? Thanks! * - Teio is proceeding with document preparation and will have the corporate amalgamation documents ready to go for the end of the year. - Teio is re-reviewing the notices to employees and clients and will get them to us asap - Workers Comp Board - Michael is working with George at KPMG on this. - @Michael Jichetti will you please provide updates to the group when you receive my biweekly update? - Employer Health Tax (EHT) - Michael is asking KPMG to work on this. - @Michael Jichetti will you please provide updates to the group on this topic when you receive my biweekly update? - The 90-day notices will be sent out next week Please let me know if you have any questions. Sincerely, Tammi Franzese Senior Corporate Paralegal | TheKey Mobile: 813.521.5269 --000000000000df2aee063ef1812b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon Everyone, = Please see this week&#39;s sta= tus=C2=A0update below -=C2=A0 Teio is working with Brian from KPMG to= discuss his preliminary tax thoughts on the amalgamation. He mentioned he = didn=E2=80=99t anticipate any show-stoppers and would be providing us wi= th a steps memorandum.=C2=A0 @Michael Jichetti =C2=A0will you please track this KPMG To Do and update us w= hen you receive my biweekly update? Teio is working with a different outs= ide counsel to update the AMP application. Teio&#39;s=C2=A0waiting on KP= MG&#39;s Steps Memo, then he will send the details of the amalgamation=C2= =A0to our attorney so they can start working=C2=A0in the updates to the AMP= application. @Michael Jichett= i =C2=A0will you please=C2=A0obtain an ETA from KPMG on this Steps Memo?= Thanks! Teio is proceeding with document pre= paration and will have the corporate amalgamation documents ready to go for= the end of the year. Teio is re-reviewing the notices to employees and client= s and will get them to us asap Workers Comp Board - Michael is working with Ge= orge at KPMG on this.=C2=A0 @Michael Jichetti =C2=A0will you please provide updates to the = group when you receive=C2=A0my biweekly update? <font face=3D"v

Thread (50)