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
Adrienne Salyer
Vice President | National Accounts
Brian McNulty
Vice President / Business Development
Nicole Valdez
Vice President
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
Nancy Hughes
VP / Account Manager
D
Excellent Class and experience with Greg, he was really able to answer all questions and keep the class interesting.
LM
Carl met with our team and guided us through the steps and numerous options available when our clients are considering a 1031 Exchange. He ensured we understand all of the basic steps and also the more advanced options that many are not aware of. We are now able to guide our clients at the highest level when they are selling and purchasing one of their most important financial assets.
Paul is a great instructor and consultant for 1031 exchange. He solve a lot of the puzzles in regards to my doubts about property value accumulation (for baby boomers) and how to use 1031 exchange to resolve heavy tax burden for property owner above. This will benefit a lot of the people for my generation. Paul is an excellent speaker/ consultant. He is doing a great job.
AF
Greg explained the 1031 Tax Exchange process very clearly and is very knowledgeable. Will definitely work with him when the time comes, and refer him to clients. Thank you Greg!
SS
I really learned a lot during his CE presentation on 1031 exchanges. It was enjoyable.
MM
Marta Marino Nunez
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Account Manager
Sep 9, 2025
Dear Sangeeta,
I just wanted to extend a sincere thank you for the wonderful class you taught on the 1031 Exchange. My realtors shared very positive feedback and mentioned how impressed they were with your clear and detailed explanation of the topic.
They especially appreciated the way you broke everything down with real-life examples—it made a complex subject so much easier to understand. Your teaching not only helped deepen their knowledge but also gave them practical insights they can apply right away.
Thank you again for sharing your expertise and making such a valuable impact!
Warm regards,
Marta Nunez
First International Title
I just wanted to extend a sincere thank you for the wonderful class you taught on the 1031 Exchange. My realtors shared very positive feedback and mentioned how impressed they were with your clear and detailed explanation of the topic.
They especially appreciated the way you broke everything down with real-life examples—it made a complex subject so much easier to understand. Your teaching not only helped deepen their knowledge but also gave them practical insights they can apply right away.
Thank you again for sharing your expertise and making such a valuable impact!
Warm regards,
Marta Nunez
First International Title
SG
During a time crunch on a 1031 Exchange, Patty suggested that I pivot to a Reverse 1031 Exchange. It was something I had not considered, and ultimately allowed me to successfully defer my capital gains taxes. The process was far more simple than I anticipated, and I am excited to share my experience with clients, who may be in a similar position. Thanks, Patty!
JF
I really enjoyed the course—it gave me inspiration related to my current client, who purchased a new home before selling their existing one. Since they fall under the $500K capital gains exemption, the course also made me reconsider when it would actually be most feasible to apply a 1031 exchange, as many transactions fall within this exemption limit.
AS
I attended one of Greg's 1031 seminars for CE credits for realtors and it was fantastic! He was very knowledgeable, the presented info was interesting, and Greg was a great host.
GS
Fantastic, thourough overview of 1031 Exchanges. I expected any tax regulation session to be a bit dry but Greg keep things interesting and clipping along - the 2 hour session flew by. I recommend this course with Greg Smith!
CM
Greg was an engaging speaker. He smiled often and the time went by smoothly and easily. He took questions from the agents and communicated effectively. He encouraged us to ask questions and was ready to answer them clearly. I enjoyed the course.
MF
Greg has done several 1031 exchanges for me in the past and is great! I really enjoyed his class, and I'm ready to do another 1031!
SH
Greg did a great job of explaining the complexities of the 1031 Tax exchange rules, time lines and what qualifies for an exchange.
He demonstrated depth of knowledge and provided real life examples which helped illustrate practical use of the code, along with issues to watch out for which could compromise the tax benefits.
I've been to a few of these classes before and this was my favorite!
He demonstrated depth of knowledge and provided real life examples which helped illustrate practical use of the code, along with issues to watch out for which could compromise the tax benefits.
I've been to a few of these classes before and this was my favorite!
EN
Evelyn Nagel
recommends
Greg Smith, Esq.
Sep 5, 2025
Greg was a fantastic presenter, broke things down and answered any and all questions. Would recommend the class and look forward to working with IPX in the future
SH
I am impressed by Ashleigh’s body of knowledge on 1031 exchanges!
AM
Ashleigh really knows what she’s talking about with 1031 exchanges.
SJ
Ashleigh is the only person we send exchanges to.
JS
Ashleigh knows more about exchanges than anyone I’ve ever met!
JS
Ashleigh is our favorite 1031 exchange expert!
MM
Greg helped my clients on a 1031 exchange on the sale of their rental in Columbus, OH to then purchase their dream airbnb property out in California. He made the process easy and seamless!
BP
Greg has a pleasant and clear way of presenting info about 1031 exchanges that keeps the class engaged and helps me be a better realtor.
LK
John was a great speaker.
Enjoyed the course.
Enjoyed the course.
KC
Thanks, great presentation on 1031 exchanges!
A
Thank you. Hope to work with you again soon.
JL
Josh Livingston
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Aug 29, 2025
This was my second 1031 exchange, but my first with IPX1031. I wish I had known about them sooner as their handling was superior to the other company I had used. I highly recommend Sangeeta, Alexis and IPX1031.
