James Callejas, CES®
Bay Area, Central Valley – Northern California
James Callejas, CES®
Vice President / Major Accounts
455 Market St., Ste 1520, San Francisco, CA 94105
Cell: (415) 640-0794
Fax: (415) 896-9422
Email: james.callejas@ipx1031.com
IPX1031 Northern California Regional Office
1735 Technology Drive Suite 830, San Jose CA 95110
Phone: (415) 291-5181
Toll-Free: (866) 228-1031
Fax: (415) 896-9422
Over a period of over 22 years, James Callejas, IPX1031 Vice President of Major 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.
IPX1031 Exchange Seminars
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 me.
Start an Exchange with James Callejas
1031 Resources & Information
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.
What My 1031 Customers Are Saying
With offices near San Francisco, Oakland and the Bay Area, 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.
Wesley Olson
Owner/Agent
James is a consummate professional. I have known James for years and he is extremely knowledgeable in the realm of 1031 exchanges. He is great with every level of client from the first time person trying to understand what a 1031 is or if it is right for them to the big investor and being able to suggest strategies and ideas with them. James is very accessible and if he does not answer immediately (which he usually does) he will call you back typically within minutes, and is this day and age my clients appreciate this level of respect and professionalism. James is also a very engaging and dynamic speaker and presenter. Thanks James for all you have done for me and my clients over the years.
Kim Silva
Escrow Officer, Branch Manager
I have referred many clients to James over the years. I can always count on him to reach out the customer promptly. He goes out of his way to make sure all customers questions/concerns are addressed. He is truly a professional. I’m proud to have him as part of my team.
Ted Gallagher
VP, Cassidy Turley and Investor
James is the consummate professional. His expert knowledge of the 1031 Exchange business, as well as how he educates and conveys this, is unmatched.
I have worked with James on several transactions to date and every detail is done as promised. I will not hesitate to recommend him going forward.
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Attorneys & Certified Exchange Specialists (CES®)
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