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
Theresa Quartaro
AVP, Account Executive
James Callejas
Vice PresidentCertified Exchange Specialist
Whitney Brennan
Vice President / 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
Sara’s class yesterday was absolutely fantastic! She’s not only incredibly knowledgeable and informative, but she also has a rare gift for teaching in a way that’s fun, engaging, and full of positive energy. The time flew by—and not because it was short, but because it was so enjoyable and enriching! If you ever have the chance to take one of Sara’s classes, don’t think twice—go for it! You’ll be so glad you did. Thanks, Sara1031!
RR
I cannot recommend Margo highly enough as a 1031 exchange professional. From start to finish, she was the epitome of kindness, professionalism, and efficiency. Navigating a 1031 exchange can be daunting, but Margo made the process feel seamless and even enjoyable.
What truly stood out to me was her patience and ability to explain every step clearly—never once making me feel rushed or silly for asking questions (and I had plenty!). She responded quickly, handled all the details with impressive precision, and ensured that nothing slipped through the cracks.
In a world where it’s easy to feel like just another client, Margo made me feel genuinely supported. If you're looking for someone who knows their stuff, communicates exceptionally well, and treats you like a priority, Margo is the one you want by your side
What truly stood out to me was her patience and ability to explain every step clearly—never once making me feel rushed or silly for asking questions (and I had plenty!). She responded quickly, handled all the details with impressive precision, and ensured that nothing slipped through the cracks.
In a world where it’s easy to feel like just another client, Margo made me feel genuinely supported. If you're looking for someone who knows their stuff, communicates exceptionally well, and treats you like a priority, Margo is the one you want by your side
CA
Greg gave the NAI Harmon Group a fantastic and insiteful presentation on 1031 Exchanges. They can be complicated but Greg broke it down and helped to provide a better understanding of the process and all the many options involved. I'm happy to know I can call on Greg and his expertise to assist my client's needs.
BB
I recently sat in a CE class with Greg Smith, Esq. and the wealth of knowledge and understand he demonstrated re: 1031 exchanges was very informative! He did a great job with providing valuable information, and made the class interesting. Thank you, Greg!
Greg’s 1031 presentation to our entire brokerage was incredible. Greg presents in an engaging fashion, encourages participation and brings real world examples. Highly recommend this class!
LM
A world of knowledge for the investor!
A
Glad I found you! Thanks for taking the time to take our multiple calls yesterday.
ME
Theresa did a great job. Her presentation was engaging and very informative. Would certainly reach out to her in the future regarding a 1031.
KD
Karen DAlberto
recommends
Sangeeta Banerjee, Vice President IPX1031
VP Curri Commercial
Apr 11, 2025
My clients had a great experience on their recent Sale/Purchase and 1031Exchange. They couldn't say enough good things. Sangeeta will get my next recommendation for sure!
CV
Sangeeta y su equipo de trabajo son excelentes profesionales. conocen muy bien el tema 1031 Exchange, brindandole a uno el conocimiento necesario para conocer el proceso de inicio a fin y conocer las ventajas que tiene este, los tiempos estipulados por la ley. Trabajan rapidamente y dan respuesta oportuna a las inquietudes. Trabajan muy bien en equipo con la oficina de Titulos.
Los recomiendo ya que por su conocimiento le generan a uno confianza. Les agradezco toda la colaboracion que nos brindaron.
Los recomiendo ya que por su conocimiento le generan a uno confianza. Les agradezco toda la colaboracion que nos brindaron.
LB
Lisa Berry
recommends
Rick Wittstock
Apr 9, 2025
Rick was the perfect combination of informative and engaging! I learned so much that I will be able to apply both professionally and personally going forward.
BL
She’s amazing!
She’s a professional you can tell how educated she is!
Thank Father God for her!❤️💯❤️🥳
Thank you so much!
I didn’t know any of this extremely important information -
She’s a professional you can tell how educated she is!
Thank Father God for her!❤️💯❤️🥳
Thank you so much!
I didn’t know any of this extremely important information -
QB
Quinton Bartlett
recommends
Sara Remley
Apr 4, 2025
Sara is very knowledgeable and you can tell she cares about what she does!
Sara is the best at teaching the information for 1031 exchanges that we need as agents.
A
Anonymous
recommends
Ted Stefan
Apr 4, 2025
Ted did a great job!
NS
Nalini Singh, Esq.
recommends
Sangeeta Banerjee, Vice President IPX1031
Senior VP of Operations of CLA Title & Escrow
Apr 2, 2025
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.
Apr 1, 2025
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
Apr 1, 2025
5Stars
A
Anonymous
recommends
John Lee, Esq.
Apr 1, 2025
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.
Apr 1, 2025
John is very professional and knowledgeable and funny. Gives good examples and able to answer questions.
A
Anonymous
recommends
John Lee, Esq.
Apr 1, 2025
Job well done.
LM
Amazing class. Very informative!
