Ron Ricard, Certified Exchange Specialist®
Silicon Valley, Monterey Bay, Fresno – Northern California

Ron Ricard, CES®


Vice President / Regional Account Manager

2099 Gateway Place, Ste 320, San Jose, CA 95110

IPX1031 Northern California Regional Office


2099 Gateway Place, Ste 320, San Jose, CA 95110

Phone: (415) 291-5181
Toll-Free: (866) 228-1031
Fax: (415) 896-9422

Ron Ricard, Vice President and Regional Account Manager for IPX1031 Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 110 people nationwide who currently carry that certification as accredited by the Federation of Exchange Accommodators. Since 2002, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others. Ron is a professional when it comes to helping understand the nuances of 1031 Exchange rules and 1031 regulations. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University.  He has served on the Board of the Santa Clara County Association of Realtors and the Commercial Broker Association, and is very involved with numerous real estate associations and industry groups throughout Northern California. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.

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 Ron Ricard

What My 1031 Customers Are Saying

Jesshill E. Love, III Esq.

Attorney, RMKB, Chair of Real Estate Department

Mr. Ricard is the only recommendation that I provide for real estate contacts and clients engaged in 1031 exchanges. His knowledge is unparalleled and his customer service is exemplary. On multiple occasions, Ron has gone above and beyond on transactions; meeting for impromptu lunches, answering calls at night, reaching out to solve problems before they arise. Ron and his team make the 1031 process easy. They are top notch professionals.

David

NY & CA

We did a 1031 involving exchange of property on the East Coast for one on the West Coast, where several aspects of the exchange were complex and atypical. Ron’s depth of knowledge on how to properly navigate the 1031 waters was immediately evident to us. His ability to explain in simple terms and to instill confidence in the 1031 exchange process to the sellers of the west coast property was invaluable. He clearly went far above and beyond our expectations and we will forever be grateful to him.

Krysty Sikora

Mom of 6 and self employed entrepreneur

Well let me first start by saying he is the only professional out of all of the industries associated with this field that answered his phone 9 out of 10 times. I was a complete newbie to this kind of transaction and he answered every one of my Questions courteously and promptly. He exceeded my expectations in fact he helped answer questions that my realtor should have been responsible for. I will use him for every 1031 transaction going forward and would highly recommend Ron Ricard, IPX1031 services and his staff.

1031 Resources & Information

Improvement & Construction Exchanges

 

How does a 1031 Exchange work?

 

Exchange pitfalls. What should I be aware of?

 

How do I know if a 1031 Exchange is right for me?

How big is that check you are going to write for taxes if you don’t do an exchange? Is that a check you are willing to write? If not, and you are looking to buy other investment or business real estate, then you should look at doing a 1031 Tax Deferred Exchange.

Are there any special 1031 Exchange rules or 1031 regulations for California?

1031 is part of the Federal tax code and all the states pretty much follow it lock step. So you can sell in one state and buy in another and defer both state and federal taxes.  In California, though, should you sell in state and buy outside of California, there is a requirement to file annual informational tax returns to the state, even if you don’t live there, confirming that you still own that property. Should you ever sell and create a tax liability, California wants you to pay taxes on the share of the gain you deferred from the California sale.  If you stop filing that form, then the state will assume you sold the property and will be looking to collect taxes from you.

What if the sales price of my Replacement Property is less than my sales price of my Relinquished Property?

If you buy for less than you sell, the difference is referred to as “boot” and is considered as taxable gain.

What parties need to be involved in a 1031 Exchange?

In an exchange, you go through the regular sales process, including the title company or closing attorney.  In addition, you need a Qualified Intermediary, such as IPX1031, to control the sales proceeds between the sale of the Relinquished Property and the purchase of the Replacement Property.

What property types can be exchanged into and out of? What is Like Kind Property?

The term like-kind is misleading. You can exchange any kind of business or investment real estate for any other kind.  So rental houses for commercial property or land for apartments or farmland for rental condos are all OK.

Can I purchase equipment for a vineyard I am looking to purchase?

As of 2017, 1031 is ONLY for investment and business real estate. It can’t be used for equipment or any other kind of personal property.

Ron Ricard & IPX1031 are a winning combination.

See how we’re different and why.

With offices near San Jose, Silicon Valley 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, Ron Ricard offers you customized solutions to defer capital gains tax and maximize equity in your 1031 like kind investment property.

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Full Service Qualified Intermediary

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Superior Customer Service

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Owned by Fidelity National Financial (NYSE: FNF)

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$100M Fidelity Bond & $30M E&O Insurance

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$50M Written Performance Guaranty

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Attorneys & Certified Exchange Specialists (CES®)

Let’s talk about your specific needs

Customized solutions for your investment and business goals.

Why a 1031 is right for me or for my client

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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

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