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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.
PH: (415) 291-5181 TF (866) 228-1031
FX: (415) 896-9422
2099 Gateway Place, Ste 320, San Jose, CA 95110
455 Market St., Ste 1520, San Francisco, CA 94105
471 Century Park Drive, Suite B, Yuba City, CA 95991
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.
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.
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.
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.
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
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.
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.
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).
Customized solutions for your 1031 investment and business goals.
IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all cities, counties and areas throughout Northern California including:
