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
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
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
NS
Nalini Singh, Esq.
recommends
Sangeeta Banerjee, Vice President IPX1031
Senior VP of Operations of CLA Title & Escrow
Yesterday
Sangeeta's 1031 Exchange class was informative and easy to understand. She engaged the audience to keep it active, and ensured all questions were answered. This was a great class that definitely added value to our clients.
A
Anonymous
recommends
John Lee, Esq.
2 days ago
Excellent presentations. Very knowledgeable of tax codes, investment optimizations, and how to aid Realtors in supporting our clients and gaining new business. Very good CE Elective options!
S
Shailesh
recommends
Theresa Quartaro
2 days ago
5Stars
A
Anonymous
recommends
John Lee, Esq.
2 days ago
John’s presentation was through and extremely helpful in explaining 1031 tax deferred exchanges.
JC
Great presentation! Useful information. Thank you
RF
Got a good idea of what 1031 IPX was ! Thank you 😊
MD
Awesome presenter with great information! Thank you John
A
Anonymous
recommends
John Lee, Esq.
2 days ago
John is very professional and knowledgeable and funny. Gives good examples and able to answer questions.
A
Anonymous
recommends
John Lee, Esq.
2 days ago
Job well done.
LM
Amazing class. Very informative!
Rick really knows his stuff when it comes to 1031 exchanges. And his presentation is informative and entertaining!
JG
Julia Gakenia
recommends
Greg Smith, Esq.
3 days ago
Greg did a great job explaining the 1031 Exchange, I still have a lot to learn but now I understand how it works.
He welcomed questions and made it interesting class.
Thank you, Greg.
He welcomed questions and made it interesting class.
Thank you, Greg.
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.
