About
IPX1031 focuses solely on 1031 Tax Deferred Exchanges. Our focus goes beyond the ordinary to deliver exceptional customer service and achievement of your 1031 goals and objectives. Our edge is our strength and stability with financial security, industry expertise and a client-centric approach to high quality and proactive service. Our process begins with our expert nationwide team and extends to the services we deliver to you.
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Luke Hays
Vice President / Business DevelopmentLicensed Attorney in Tennessee
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
VP | Senior Business Development ManagerMember of the Florida Bar and the District of Columbia Bar
John Lee, Esq.
VP, Account ExecutiveAttorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Greg Smith, Esq.
Vice President, Account Executive
Sara Remley
Sales ExecutiveReal Estate Sales Associate
Ashleigh Price
Vice President | National AccountsContinuing Education Instructor (UT), Notary Public (UT)
Carl Pikus
AVP/Account Executive
Russell Marsan
Western Region Sales Manager / SVP
Patricia A. Flowers
Vice President, CES®
Rick Wittstock
Vice President | National Accounts
James Callejas
Vice PresidentCertified Exchange Specialist
Ron Ricard
Vice President
Whitney Brennan
Vice President / Account Executive
Margo Rosenthal, Esq.
Account Executive
Theresa Quartaro
AVP, Account Executive
Paul Van Every
Pacific Northwest Sales Manager
Milissa Ormiston-Hall
VP Oregon / SW Washington
Ted Stefan
Vice President
Greg Burns
Senior Vice President
Ross Fong
Senior Exchange Officer | Account ExecutiveCertified Exchange Specialist
Stephen Decker
SVP - Sales Manager
Tracey Wilson
Vice President
Jordan Phillips
Account Executive
Patrick Noonan
Account Executive
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Tiffany Davies
VP, Sales Executive
Danita Vigil
Vice President / Account Executive
Claudia M. Kiernan, Esq., CES®
Sr. Vice President, Regional Manager
Anna Barsky
Vice President, Business Development Officer
Adrienne Salyer
Vice President | National Accounts
Graham Beene
Account Executive
Nicole Valdez
Vice President
Nancy Hughes
VP / Account Manager
Brian McNulty
Vice President / Business Development
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
A
Anonymous
recommends
Carl Pikus
2 days ago
Carl was excellent and highly knowledgeable.
Carl delivered information in a clear and articulate way. He is super knowledgeable in the area of 1031 Exchanges and we learned a lot. He handled questions with different scenarios and walked us through how each would work. Great job.
A
Anonymous
recommends
Carl Pikus
2 days ago
Carl is very knowledgeable and answered all our questions. Really good stuff! Thank you Carl!
JA
Great instructor, very knowledgeable, great class! Highly recommend Carl!
CC
Very informative and on point. Love his classes.
Carl has just given us an excellent presentation.Very informative class.Thank you Carl for coming down from Austin
AA
Great information was presented in our CE 1031 exchange class.
EM
Sangeeta hosted a 1031 exchange training at our office, and it was absolutely fantastic! She was extremely knowledgeable, helpful, and made a complex topic easy to understand. Everyone loved her energy and engaging presentation style. I’ll definitely be referring her to all of my clients who are considering a 1031 exchange. Highly recommend!
Jean Thomas
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Regional Development Manager
3 days ago
Sangeeta was knowledgeable, professional, and very friendly.
explained everything in detail.
explained everything in detail.
Jean Thomas
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Regional Development Manager
Nov 11, 2025
Sangeeta was outstanding!!
Interacting with the agents and explaining the importance of her business 1031 Exchange
Interacting with the agents and explaining the importance of her business 1031 Exchange
SS
Great breakdown. Entertaining and instructive. Thanks for sharing with us!
JB
Rick was very knowledgeable and made the 1031 tax exchange class enjoyable.
MG
Mady Garcia
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Owner of Related Title Partners, LLC
Nov 11, 2025
I've been working with IPX for over 15 years, and I can tell you every time my clients need a 1031 company this is my go to!
They are very helpful and make the transaction nice and smooth!
They are very helpful and make the transaction nice and smooth!
YL
Carl did an amazing job explaining all the in's and out's of a 1031 Exchange in a very easy to understand, follow and efficient manner. He displayed thorough knowledge and mastery of the subject matter and addressed it in a way that all agent and professional types could comprehend. Excellent job and I recommend all should take it for professional and personal understanding and application.
SP
Love her class today! Thank you so much.
JC
Great job with the 1031 exchange class. Very informative and I highly recommend.
RV
Amazing job. Very informative.
ME
MARIA ELENA BAIOCCHI
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
MANAGER ALTAMAR II Llc
Nov 3, 2025
I highly recommend this team for their professionalism, reliability, and efficiency throughout my 1031 exchange process. Everything was handled on time and with great attention to detail.
MJ
We only use Ashleigh for our clients’ 1031 exchanges!
SS
I cannot recommend her highly enough! No one knows more about 1031 exchanges than Ashleigh Price!
PG
Ashleigh is the most knowledgeable person when it comes to exchanges! I don’t refer my clients to anyone else!
KF
Kylee Fuhr
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Business Development Executive
Oct 27, 2025
I recently participated in an in office educational course on the 1031 tax exchange process having absolutely zero prior knowledge of this complex subject, I was thoroughly impressed by the quality of instruction and the depth of expertise provided.
The instructor is exceptionally experienced and knowledgeable in 1031 exchanges. She managed to translate highly technical and intricate material into an accessible and engaging format.
Her teaching approach was highly effective: she provided well structured resources, including a PowerPoint presentation and informative pamphlets, but expertly integrated these with open discussion and questions. She created a comfortable and welcoming environment that allowed every attendee to feel confident and safe when asking questions regardless of their background knowledge.
This course is an invaluable resource for anyone needing to grasp the fundamentals of the 1031 exchange process. If you were looking for an expert-led thorough and approachable training session I highly recommend this instructor.
The instructor is exceptionally experienced and knowledgeable in 1031 exchanges. She managed to translate highly technical and intricate material into an accessible and engaging format.
Her teaching approach was highly effective: she provided well structured resources, including a PowerPoint presentation and informative pamphlets, but expertly integrated these with open discussion and questions. She created a comfortable and welcoming environment that allowed every attendee to feel confident and safe when asking questions regardless of their background knowledge.
This course is an invaluable resource for anyone needing to grasp the fundamentals of the 1031 exchange process. If you were looking for an expert-led thorough and approachable training session I highly recommend this instructor.
A
Great transaction/ 1031. Informative and always available to answer my client's calls.
Very clear presentation
AA
In a short time you covered as much material as you could cover. Thank you for your presentation.
