Investment Property Exchange Service - Ron Ricard

  • Exchange Company
  • CBA Premium Affiliate
6489 Camden Ave, Suite 101
San Jose, CA 95120
(408) 483-1031
(877) 747-7875
Hours:
Mostly normal business hours, but try any time.

About Us

A History of Success
Through Security, Expertise and Service

A key element of any solid business plan is the protection of assets. Minimizing your tax liabilities is as important as maximizing read more
  • About

    A History of Success
    Through Security, Expertise and Service

    A key element of any solid business plan is the protection of assets. Minimizing your tax liabilities is as important as maximizing your revenues. Prudent businesses protect their hard-earned assets by engaging the services of a professional Qualified Intermediary to facilitate the use of a tax deferred exchange to defer the taxes on the replacement of their business assets. Fortunately, you have a dedicated professional to maximize the success of your exchange, Investment Property Exchange Services, Inc. (IPX1031®).

    IPX1031® has provided its clients with superior Qualified Intermediary services for over 3 decades. Each year IPX1031® assists thousands of clients and their tax advisors by providing proven exchange solutions that best achieve the client?s goals of enhancing their business portfolios and preserving equity. IPX1031® specializes in every type of exchange transaction and provides Qualified Intermediary services through its broad nationwide network of regional offices and its highly specialized exchange divisions, including the National Reverse and Improvement Exchange Division and the Multiple Asset Exchange Division. Our clients have direct access to a full-time staff of exchange professionals, one-third of whom are attorneys, who specialize in tax deferred exchange solutions. Our staff understands the specific issues and elements of each type of exchange and is prepared to assist you and your tax advisors in implementing the most appropriate exchange

  • Whom to Contact

    • Ron Ricard
      Account Executive
      6489 Camden Ave, Suite 101
      San Jose, CA 95120
      Phone: (877) 747-7875