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
SVP - Sales Manager
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
A
Anonymous
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
3 days ago
Excellent course taught by a highly knowledgeable instructor. Thank you.
Sharon Klingel
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Real Estate Sales associate
3 days ago
Everything was explained in detail and highlighted many extra areas.
Sangeeta made every clear and understandable. Her expertise and knowledge is outstanding. She made sure to explain if we had any questions at all it was OK to ask during the class. Actually it was enjoyable and the two hrs went by quickly.
Thank you Sangeeta for sharing your knowledge. The class was wonderful!
Sincerely,
Sharon Klingel
Sangeeta made every clear and understandable. Her expertise and knowledge is outstanding. She made sure to explain if we had any questions at all it was OK to ask during the class. Actually it was enjoyable and the two hrs went by quickly.
Thank you Sangeeta for sharing your knowledge. The class was wonderful!
Sincerely,
Sharon Klingel
CB
Carmen B. Llano-White
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
3 days ago
We had a wonderful class with Sangeeta, a lot of information learned.
Thank you
Thank you
JA
Today I had the pleasure to join a 1031 Exchange Webinar with Sangeeta Banerjee. She was informative, well paced, thorough and clear with her instruction. I am recommeding other Realtors in my office take this class.
A
Short notice meeting with our group--very informative and knowledgeable (we met at another escrow office years ago). I will be in touch soon.
GS
GUSTAVO SENDON
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Jul 31, 2025
Sangeeta's work was excellent, helpful and very professional, highly recommended
MQ
Mario Quesada
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Jul 29, 2025
I am very happy with the customer service Sangeeta, Laquinda and Alexis has provided me throughout several transactions I have done with IPX1031. They are very responsive, attentive, professional and courteous. It is really a pleasure to do business with them.
D
Ashleigh is our go-to for all things 1031 exchange!
SP
Selena Perez
recommends
Ashleigh Price
Jul 28, 2025
No matter what my question is, Ashleigh always knows the answer!
BP
Best 1031 exchange resource I’ve found.
SH
Simon Helm
recommends
Ashleigh Price
Jul 28, 2025
Ashleigh is great!
G
Can’t say enough good things about Ashleigh and her knowledge of 1031 exchanges!
P
We only recommend Ashleigh for 1031 exchanges
J
Ashleigh is like a ray of sunshine. She is always happy and cheerful, and our clients love her!
JT
Jean Thomas
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Regional marketing director
Jul 17, 2025
Sangeeta 1031 Presentation was outstanding!!!
All of my agents said it was one of the best class they had this year.
She’s energetic, she’s personal and a great personality
All of my agents said it was one of the best class they had this year.
She’s energetic, she’s personal and a great personality
AB
This is my first 1031 exchange experience and Russell walked me through all of the rules and regulations during our first phone call. He made me feel comfortable and more knowledgeable regarding the exchange. Hopefully the excellent service I’ve already received so far will last throughout the transaction.
Adam Barrett
Adam Barrett
DM
Don Mosby
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
AVP- Florida Agency Manager
Jul 10, 2025
Sangeeta Banerjee hit the ball out of the park again with her latest presentation for The Keyes Company. Her knowledge of the intricacies of the 1031 process is impressive and her presentations are always informational and seem to go by so quickly since she delivers the complicated information in a way which makes the attendee understand the process. Thanks Sangeeta! We need to get you over to the the West Coast!!
LT
Very knowledgeable!
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.
