1031 Exchange Services in Northern California

IPX1031. The Best Choice for Your 1031 in Northern California.

The San Francisco and San Jose offices handle all 1031 Exchange Qualified Intermediary services for the IPX1031 Northern California region. IPX 1031 is your expert California resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.

IPX1031 Exchange Offices in Northern California

PH: (415) 291-5181   TF (866) 228-1031
FX: (415) 896-9422

1735 Technology Drive Suite 830, San Jose CA 95110
455 Market St., Ste 1520, San Francisco, CA 94105
471 Century Park Drive, Suite B, Yuba City, CA 95991

Learn more about each of our Northern California 1031 Exchange experts below:

James Callejas, CES®

James Callejas, CES®

Bay Area, Central Valley – Northern California

James has learned about 1031 Exchanges from the bottom-up, starting with documenting the process in accordance with IRS regulations all the way to running seminars and educating audiences.

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Ron Ricard, CES®

Ron Ricard, CES®

Silicon Valley, Monterey Bay, Fresno – Northern California

Ron is designated as a Certified Exchange Specialist®, one of fewer than 110 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators.

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Russell Marsan

Russell Marsan

Sacramento Valley, Tahoe, Wine Country, Redding and Northern Counties – Northern California, Northern Nevada, Idaho and Montana

Russell believes that advanced client education is the key to success, giving 1,000s of entertaining seminars and lectures to attorneys, CPAs, REALTORS, commercial brokers, and investors.

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Ross Fong and James Callejas

Ross Fong and James Callejas

San Francisco Bay Area

Certified Exchange Specialists (CES®) Ross Fong and James Callejas provide the most comprehensive 1031 knowledge, tools, and solutions that the 1031 industry can offer within the San Francisco Bay area.

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Stephen Decker

Stephen Decker

Western Region Sales Manager. ‘SoCal, Washington, Alaska’

Stephen is responsible for business cultivation and development nationwide and is an expert in all types of exchanges, including: Delayed, Simultaneous, Reverse, and Build-to-Suit

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Understanding 1031 State Requirements for Northern California

In order to successfully navigate 1031 Exchange transactions in the Northern California, it’s essential to have a clear understanding of the specific state requirements that apply to this region.

 

California

Why Northern California Residents Choose IPX1031 for their 1031 Exchange?

With a nationwide team of savvy attorneys, CPAs and Certified Exchange Specialists, IPX1031 services all of Northern California and the US by phone, video calls, email and in person.

Safety & Security

Expertise, Solutions & Strategies

Reputation

Full Service QI

Competitive Pricing

Longevity

Financial Assurances

Strength of FNF parent company

National with Local Presence

Complimentary Consultations

Client Service

Industry leader

Why a 1031 is right for me or for my client

There are many advantages to structuring your investment transaction as a 1031 Exchange
(also known as Tax Deferred Exchange, Like Kind Exchange, Starker Exchange and Real Estate Exchange).

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deferring taxes (up to 35 to 40% of the gain)

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greater purchasing power

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improved cash flow

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portfolio diversification

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portfolio consolidation

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greater appreciation potential

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freedom from joint ownership

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estate planning for heirs

Let's Talk About Your Northern California 1031 Needs

Customized solutions for your 1031 investment and business goals.

Is there an IPX1031 office near me?

IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all cities, counties and areas throughout Northern California including:

San Francisco Bay Area

San Jose

Silicon Valley

Redwood Empire

Sacramento Area

Napa Wine Country

Fresno

Madera

Merced

Mariposa

Monterey Bay Area

Santa Cruz

Marin

San Joaquin Valley

El Dorado

Yuba

San Benito

Santa Clara

Santa Cruz

San Mateo

Alameda

Placer

Amador

Shasta

Mendocino

Sierra

Humbolt

Butte

Del Norte

Solano

Sutter

Tehama

Trinity

Calaveras

Contra Costa

Mariposa

Stanislaus

Tuolumne

Humbolt

Alpine

Glenn

Lake Colusa

Lassen

Plumas

Yolo

 

No Tax On Property

Advantages of Not Paying Tax on Real Estate

Economic Impact of No Capital Gain on Real Estate in the US

Advantages of Living in States That Do Not Have Real Estate Tax

How to Pay Zero Taxes on Your Real Estate Property

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