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, Vice President 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
Greg Smith, Esq.
Vice President, Account Executive
John Lee, Esq.
VP, Account ExecutiveAttorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
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
James Callejas
Vice PresidentCertified Exchange Specialist
Whitney Brennan
Vice President / Account Executive
Theresa Quartaro
AVP, Account Executive
Patricia A. Flowers
Vice President, CES®
Russell Marsan
Western Region Sales Manager / SVP
Ross Fong
Senior Exchange Officer | Account ExecutiveCertified Exchange Specialist
Tracey Wilson
Vice President
Margo Rosenthal, Esq.
Account Executive
Milissa Ormiston-Hall
VP Oregon / SW Washington
Greg Burns
Senior Vice President
Patrick Noonan
Account Executive
Stephen Decker
Vice President - Major Accounts
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Ted Stefan
Vice President
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
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
Scott Nathanson
EVP, Regional Manager
Nancy Hughes
VP / Account Manager
Nicole Valdez
Vice President
SK
So much more to 1031 exchange than I ever knew! Rick’s class was great. Valuable information for any realtor for sure.
Rick is obviously very knowledgeable and he was a fun instructor.
Rick is obviously very knowledgeable and he was a fun instructor.
ES
Everyone was so engaged and there were lots of great questions! I really enjoyed the class.
A
Anonymous
recommends
John Lee, Esq.
Mar 26, 2025
John Lee is very knowledgeable. Today's class was informative and valuable.
MB
Michele Bosco
recommends
John Lee, Esq.
Mar 26, 2025
Thank you for your expertise John. You did a great job simplifying a complicated topic.
Have a great day!
Have a great day!
Awesome seminar on 1031 exchange! Really appreciate John’s depth of knowledge!
JR
Those was a very informative ce class.
I need assistance with estate planning. I will contact you .
I need assistance with estate planning. I will contact you .
A
Anonymous
recommends
John Lee, Esq.
Mar 26, 2025
You did fabulous
A
Anonymous
recommends
Ross Fong
Mar 23, 2025
Reliable and extremely thorough. Much thanks Ross
CA
Carla Apaza
recommends
Sangeeta Banerjee, Vice President IPX1031
Mar 21, 2025
Sangeeta is an experienced real estate agent specializing in 1031 exchanges, dedicated to helping clients navigate the complexities of this tax-deferred investment strategy. With a deep understanding of the IRS rules and regulations, this agent guides clients through the process of swapping investment properties, ensuring they maximize their tax benefits while complying with legal requirements. Whether it's identifying like-kind properties, adhering to strict timelines, or handling the necessary paperwork, this agent offers expert advice and personalized service to help clients achieve their investment goals with confidence and clarity.
EB
Ted was really helpful, and gave us lots of ideas that we can tell our clients. Will definitely recommend clients to him. Great presentation!
MP
Fantastic class! This was my first 1031 Exchange class- should have taken this informative class sooner. Thank you for the knowledge today!
John is great at explaining the 1031 exchange process. I have taken classes before with John and I always enjoy learning from him.
Great Job, sense of humor and informative.
ER
Exceptional presentation. Very detailed and informative.
DM
Denasia Moore
recommends
John Lee, Esq.
Mar 18, 2025
I enjoyed the 1031 course taught by John. It was very informative.
WC
William Colbert Ryder
recommends
John Lee, Esq.
Mar 18, 2025
Well done
SA
John was great instructor
RA
Sangeeta Banerjee and her team have made the working with a 1031 exchange absolutely smooth and simple. It has been a great experience.
Thank you,
Rosemary Ahumada
Thank you,
Rosemary Ahumada
SC
Sam Coyle
recommends
Ashleigh Price
Mar 17, 2025
We only trust Ashleigh with our clients!
JJ
Jerome Jones
recommends
Ashleigh Price
Mar 17, 2025
Ashleigh and IPX are the best in the industry!
JH
Jake Hall
recommends
Ashleigh Price
Mar 17, 2025
Ashleigh is the best at 1031 exchanges!
JJ
John Johnson
recommends
Ashleigh Price
Mar 17, 2025
She is the best in the 1031 exchange industry!
JS
Ashleigh is the most knowledgeable person I’ve come across in the 1031 exchange world
OR
It is my pleasure to recommend Sangeeta Banerjee at IPX1031 and their exceptional team. Throughout our partnership, Sangeeta has been consistently provided top-notch service with a focus on client satisfaction. One of the standout aspects of my experience working with Sangeeta was her commitment to ensuring clarity and accessibility, especially through her Spanish-language class.
Sangeeta took extra care to provide a thorough, informative, and engaging class in Spanish, which allowed this team of realtors to fully understand the details of the 1031 exchange process, no matter the level of expertise. This thoughtful approach to meeting the needs of Spanish-speaking clients not only demonstrated their dedication to inclusivity, but also provided tremendous value in terms of education and empowerment.
The team’s expertise, attention to detail, and willingness to go above and beyond are qualities that truly set them apart. They made a complex topic accessible and approachable, and their commitment to supporting us every step of the way was evident. I highly recommend Sangeeta Banerjee from IPX1031 to anyone seeking a reliable, knowledgeable, and client-focused partner.
Sangeeta took extra care to provide a thorough, informative, and engaging class in Spanish, which allowed this team of realtors to fully understand the details of the 1031 exchange process, no matter the level of expertise. This thoughtful approach to meeting the needs of Spanish-speaking clients not only demonstrated their dedication to inclusivity, but also provided tremendous value in terms of education and empowerment.
The team’s expertise, attention to detail, and willingness to go above and beyond are qualities that truly set them apart. They made a complex topic accessible and approachable, and their commitment to supporting us every step of the way was evident. I highly recommend Sangeeta Banerjee from IPX1031 to anyone seeking a reliable, knowledgeable, and client-focused partner.
CG
Sara is so knowledgeable and explains all the 1031 exchange information amazingly.
I enjoyed the class so much
I enjoyed the class so much
