James Callejas, CES®
Bay Area, Central Valley – Northern California
Vice President / National Accounts / Certified Exchange Specialist
Cell: (415) 640-0794
Fax: (415) 896-9422
Email: james.callejas@ipx1031.com
James’s Bio
James’s Bio
Over a period of over 26 years, James Callejas, IPX1031 Vice President of National Accounts in Northern California, 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 on 1031 Exchange rules and 1031 regulations.
James has received the prestigious Certified Exchange Specialist® (CES®) designation by the Federation of Exchange Accommodators. As a 1031 Exchange expert, James frequently speaks to investors, commercial brokers, REALTORS®, attorneys and CPAs on the “ins and outs” of tax deferred exchanges, associated tax implications, and how to build wealth within real estate by utilizing 1031 Exchanges.
Additional Contact Information
Office
455 Market St., Ste 1850, San Francisco, CA 94105
IPX1031 Northern California Regional Office
1735 Technology Drive Suite 830, San Jose CA 95110
Phone: (415) 293-7011
Toll-Free: (866) 228-1031
Fax: (415) 896-9422
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James’s 1031 Exchange Educational Videos
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1031 Exchange FAQs
How do I know if a 1031 Tax Deferred Exchange is right for me?
In order to determine if an exchange is needed, the investor would need to meet with their tax advisor to determine the potential tax consequence. If there are substantial gains most investors will exchange.
Are there special 1031 Exchange rules or regulations in California?
Yes, there is the California Clawback. When you sell an investment piece of real estate in California and exchange into another state you must file informational returns showing you have not sold that Replacement Property each year until you sell or pass away. If you fail to do so, the state of California will assume you sold the property and will want to be paid the taxes owed from the gains of that California property.
What are the benefits of doing a 1031 Exchange?
here are many benefits to a Tax Deferred Exchange. Most of our clients exchange to purchase a superior piece of investment property. Sometimes that would result in an increase in cash flow, a new depreciation schedule, purchasing commercial passive investment property or just changing property type and location. It depends on what the investor values most in investment property.
Where can I do a 1031 Exchange?
You are allowed to purchase Replacement Property anywhere in the United States. Can I buy out of the country? Unfortunately you are only allowed to purchase domestic property, including certain US territories.
Can I improve property I already own using 1031 Exchange funds?
Unfortunately you are only allowed to improve property that you acquire through your exchange. Building on land that you already own does not qualify.
How do I get started with my Tax Deferred 1031 Exchange?
Contact James Callejas at IPX1031 prior to listing your investment property for sale at (415) 640-0794 or click here for an online Start an Exchange form.
Key 1031 Resources
1031 Brochure
1031 Reference Book
Your IPX1031 Resource
IPX1031 Exchange Industry Partner Tools
With offices in San Francisco and throughout Northern California, IPX1031, the nation’s largest exchange facilitator and accommodator, provides industry leading exchange services including guidance, expertise, security and key information on 1031 Exchange rules, regulations and strategy.
1031 Exchange expert, James Callejas offers you customized solutions to defer capital gains tax and maximize equity in your 1031 like kind investment property.
Schedule Seminar with James Callejas
IPX1031 provides seminars for continuing education credits as well as custom and personalized seminars on tax deferred exchange topics for attorneys, CPAs, advisors, brokers, REALTORS®, agents, escrow, investors and taxpayers.
To find out about a seminar nearest you, or to schedule a seminar for your office, please contact us.
Industry Partner Resources
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Is There an IPX1031 Office in Northern California 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, CA
Oakland, CA
Berkeley, CA
Walnut Creek, CA
San Ramon, CA
Danville, CA
Mill Valley, CA
Sausalito, CA
Fremont, CA
Hayward, CA
San Leandro, CA
Castro Valley, CA
Pleasanton, CA
Dublin, CA
Livermore, CA
Concord, CA
Antioch
Vacaville
Elk Grove
Roseville
Redding
Chico
Daly City
San Mateo
Union City, CA
Richmond, CA
El Cerrito, CA
Antioch, CA
Brentwood, CA
Pleasant Hill, CA
Stockton, CA
Modesto, CA
Is there an IPX1031 office near me? IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all US states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Washington DC, West Virginia, Wisconsin, Wyoming Search for your closest 1031 agent and 1031 office location here.
