Re: GCM Service Lines - dba Livewell Care Management

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Kelley Richard <krichard@thekey.com>, Nina Kani <nkani@thekey.com>
CC
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 12:06:06 -0400
Folder
INBOX
--0000000000008500150620ac6d3f Content-Type: multipart/related; boundary="0000000000008500140620ac6d3e" --0000000000008500140620ac6d3e Content-Type: multipart/alternative; boundary="0000000000008500140620ac6d3d" --0000000000008500140620ac6d3d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 proces= s 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 weeks. 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. Afte= r submission, I estimate it'll take a few weeks to process. I'll update yo= u 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 t= he 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 the > newspaper as required. . See attached. We will receive confirmation of t= he > affidavit being published; I'll send that along as well when I receive it= . > > 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 complete >> new forms that I'll send to you/Paul for signatures. >> >> *Sincerely,* >> >> *Tammi Franzese* >> Senior Corporate Paralegal | >> *TheKey*813.521.5269 >> [image: TheKey] >> >> >> On Wed, Jul 31, 2024 at 2:12=E2=80=AFPM Timothy Thomas w= 

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