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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Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
VP | Senior Business Development ManagerMember of the Florida Bar and the District of Columbia Bar
Luke Hays
Vice President / Business DevelopmentLicensed Attorney in Tennessee
John Lee, Esq.
VP, Account ExecutiveAttorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Greg Smith, Esq.
Vice President, Account Executive
Carl Pikus
AVP/Account Executive
Ashleigh Price
Vice President | National AccountsContinuing Education Instructor (UT), Notary Public (UT)
Sara Remley
Sales ExecutiveReal Estate Sales Associate
Ron Ricard
Vice President
Paul Van Every
Pacific Northwest Sales Manager
Rick Wittstock
Vice President | National Accounts
Theresa Quartaro
AVP, Account Executive
James Callejas
Vice PresidentCertified Exchange Specialist
Whitney Brennan
Vice President / Account Executive
Patricia A. Flowers
Vice President, CES®
Ross Fong
Senior Exchange Officer | Account ExecutiveCertified Exchange Specialist
Russell Marsan
Western Region Sales Manager / SVP
Tracey Wilson
Vice President
Margo Rosenthal, Esq.
Account Executive
Milissa Ormiston-Hall
VP Oregon / SW Washington
Greg Burns
Senior Vice President
Ted Stefan
Vice President
Patrick Noonan
Account Executive
Stephen Decker
Vice President - Major Accounts
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Jordan Phillips
Account Executive
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
Graham Beene
Account Executive
Brian McNulty
Vice President / Business Development
Adrienne Salyer
Vice President | National Accounts
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
Nicole Valdez
Vice President
Nancy Hughes
VP / Account Manager
DY
Ashleigh’s body of knowledge is impressive.
JL
We only recommend Ashleigh to our clients who need 1031 exchanges!
TJ
Ashleigh is always cheerful, helpful, and knowledgeable!
CJ
Ashleigh is always so helpful!
BS
I haven’t met anyone who knows more about 1031 exchanges than Ashleigh.
NB
Nancy Barrette
recommends
Margo Rosenthal, Esq.
Managing Director, Investments Wells Fargo Advisors
Jun 25, 2025
We used Margo for a 1031 exchange and it went flawlessly. We had a tight timeline, and were accommodated by her, amd her team every step of the way.
We highly recommend Margo for her expertise, service, ability to work under pressure and unfailing willingness to help get the job done,
We highly recommend Margo for her expertise, service, ability to work under pressure and unfailing willingness to help get the job done,
LS
I had a fabulous and smooth experience on working with IPX folks. Special thanks to Tara Testaverde. She was very patient with me and helped us buy 3 properties. She walked us thru the process and helped us navigate by provisioning funds for EMD, closure on a timely manner. She provided secure way to upload critical documents with signatures. I would recommend using ipx folks for a 1031 exchanges.
GB
Sara is exceptionally knowledgeable and professional.
TP
It was a great class and a ton of I formation I did not know but was so glad I do now. Thank you Ted for a great job
AM
He did absolutely amazing explaining everything ! Knowledgeable information! Thank you !
Judith M Peraza, LTA
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Founder & CEO, Perland Title & Escrow Services Corp.
Jun 23, 2025
Of course, Judy. Here's your Google recommendation in English, written with the tone and credibility of a seasoned professional in the title industry:
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⭐️⭐️⭐️⭐️⭐️
Another outstanding class with Sangeeta Banerjee, VP at IPX1031.
As an experienced professional in the title industry, I’ve had the privilege of working alongside Sangeeta on numerous 1031 Exchange and Reverse 1031 Exchange transactions — and I can confidently recommend her 100%.
Her dedication to training is truly unique, consistently delivering high-level education for Realtors, investors, and real estate professionals. What sets her apart is her sharp attention to detail, in-depth knowledge, and seamless customer service and follow-up on every transaction she touches.
Sangeeta is not only a brilliant technical resource but also a trusted partner who elevates every deal we work on. At Perland Title, we’re proud to collaborate with her and value the confidence she brings to our clients and team alike.
— Judy Peraza
---
⭐️⭐️⭐️⭐️⭐️
Another outstanding class with Sangeeta Banerjee, VP at IPX1031.
As an experienced professional in the title industry, I’ve had the privilege of working alongside Sangeeta on numerous 1031 Exchange and Reverse 1031 Exchange transactions — and I can confidently recommend her 100%.
Her dedication to training is truly unique, consistently delivering high-level education for Realtors, investors, and real estate professionals. What sets her apart is her sharp attention to detail, in-depth knowledge, and seamless customer service and follow-up on every transaction she touches.
Sangeeta is not only a brilliant technical resource but also a trusted partner who elevates every deal we work on. At Perland Title, we’re proud to collaborate with her and value the confidence she brings to our clients and team alike.
— Judy Peraza
SW
Stacey Wolff
recommends
Sara Remley
Jun 18, 2025
Amazing! So knowledgeable and great examples.
JG
Justiniano Gomez
recommends
Sara Remley
Jun 18, 2025
She was amazing and informative
CL
Great job
DK
I’ve been to 4 other 1031 classes in the past 10 years. This was the best by far.
A
Anonymous
recommends
Ted Stefan
Jun 17, 2025
Very informative
A
Anonymous
recommends
Ted Stefan
Jun 17, 2025
Very knowledgable, friendly, and transparent. I very much enjoyed teds class and look forward to future encounters.
A
Communication was great. Informative and available.
A
Thanks James
A
Provided great info. Very helpful. Thanks
Kristi Newman
recommends
Adrienne Salyer
Jun 10, 2025
Second to none in knowledge and loveliness! Hire this chick -- you'll be in great hands!!
A
Anonymous
recommends
Ross Fong
Jun 9, 2025
Available as always, and thorough. The 1031 process is easy with Ross.
Very informative! My one take away call Russell!
Thank you so much for the very informative class. You are an excellent source and instructor. Thank you for coming to teach.
DD
It’s an absolute honor to work with Sangeeta of 1031 Exchange. Her professionalism, dedication, and drive are truly inspiring. Being part of her continued success is a privilege! 100% Recommended.
