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IPX1031 Corporate

5330 Recommendations
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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Luke Hays
Vice President / Business Development
Licensed Attorney in Tennessee
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
VP | Senior Business Development Manager
Member of the Florida Bar and the District of Columbia Bar
John Lee, Esq.
VP, Account Executive
Attorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Greg Smith, Esq.
Vice President, Account Executive
Sara Remley
Sales Executive
Real Estate Sales Associate
Ashleigh Price
Vice President | National Accounts
Continuing Education Instructor (UT), Notary Public (UT)
Patricia A. Flowers
Vice President, CES®
Russell Marsan
Western Region Sales Manager / SVP
Carl Pikus
AVP/Account Executive
Rick Wittstock
Vice President | National Accounts
James Callejas
Vice President
Certified Exchange Specialist
Ron Ricard
Vice President
Margo Rosenthal, Esq.
Account Executive
Whitney Brennan
Vice President / Account Executive
Theresa Quartaro
AVP, Account Executive
Paul Van Every
Pacific Northwest Sales Manager
Milissa Ormiston-Hall
VP Oregon / SW Washington
Ted Stefan
Vice President
Greg Burns
Senior Vice President
Stephen Decker
SVP - Sales Manager
Ross Fong
Senior Exchange Officer | Account Executive
Certified Exchange Specialist
Tracey Wilson
Vice President
Jordan Phillips
Account Executive
Patrick Noonan
Account Executive
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
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
Adrienne Salyer
Vice President | National Accounts
Graham Beene
Account Executive
Nicole Valdez
Vice President
Nancy Hughes
VP / Account Manager
Brian McNulty
Vice President / Business Development
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional Manager
Law - Texas
Richard A Garcia recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Real Estate Investment & Development 2 days ago
Recomiendo enfáticamente a la abogada Sangeeta Banerjee por su servicio excepcional en la asistencia de mis clientes con intercambios 1031 (1031 exchange).

Desde mi perspectiva en Desarrollo e Inversión Inmobiliaria, es crucial que mis clientes reciban el mejor asesoramiento legal. La Dra. Banerjee no solo domina la ley, sino que es una excelente comunicadora y educadora.

Lo que más destaco de su trabajo es:

Claridad y Educación Experta: Es excelente informando y se toma el tiempo de educar a mis clientes sobre cada paso del proceso 1031. Esta dedicación a la enseñanza elimina la incertidumbre y asegura que se cumplan todos los requisitos de manera precisa.

Profesionalismo Inigualable: El feedback de mis clientes es siempre el mismo: agradecen su profundo profesionalismo, la meticulosa atención al detalle y la tranquilidad que les da durante una transacción compleja.

La Prueba de la Confianza
Un detalle que subraya la calidad de su trabajo es que, al recomendar la Dra. Banerjee a un cliente nuevo para una futura transacción, con frecuencia me encuentro con la grata coincidencia de que ya habían trabajado con ella en el pasado y quedaron igualmente satisfechos. Esto no solo valida mi recomendación ante mis nuevos clientes, sino que asegura que quedan doblemente satisfechos al saber que están en manos de una profesional de probada trayectoria y confianza.

Si sus clientes o su proyecto requieren asistencia legal experta, diligente y didáctica en la planificación y ejecución de un intercambio 1031, la abogada Sangeeta Banerjee es la elección ideal. Su asesoramiento ha sido fundamental para el éxito de mis inversiones y la satisfacción de mis clientes.
CA
Clara A Pernas recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Real Estate agent in Florida 3 days ago
Estoy absolutamente encantada con la ayuda y el servicio que recibí de Sangeeta, en el proceso de 1031 Exchange. Recomiendo sus servicios sin reservas a cualquiera que necesite manejar este proceso tan complejo.
La profundidad de su conocimiento y experiencia en toda la materia del 1031 es verdaderamente notable. Desde el primer momento, demostró un dominio excepcional de las regulaciones, los plazos y las estrategias necesarias para navegar la transacción con éxito. Su preparación y profesionalismo me dieron una total tranquilidad durante lo que podría haber sido un proceso estresante.
Además de su impresionante conocimiento técnico, su disponibilidad y comunicación fueron de primera clase. Ella fue increíblemente paciente y siempre estuvo dispuesta a responder a todas y cada una de mis preguntas, por complejas o sencillas que fueran. Siempre obtuve respuestas claras, detalladas y oportunas, lo cual es invaluable en este tipo de transacciones.
Si buscas a una profesional altamente calificada, increíblemente preparada y dedicada para guiarte a través de un 1031 Exchange, no busques más. Sangeeta es la mejor opción.
LQ
Luanne Quarato recommends John Lee, Esq.
Realtor Oct 7, 2025
John did an excellent job of explaining the complexities of a 1031 tax exchange. He gave different scenarios which helped understand when it can be used. I hope John comes back again to teach another class.
RD
Randy Douglass recommends John Lee, Esq.
Broker Oct 6, 2025
“I attended a presentation about 1031/DSTs by John Lee. As a Broker for 40 years, Counselor and Investor, I understand the complexities of the IRC. But I thought John gave a great presentation representing the complexities of a 1031 Exchange. I do feel it would help all agents to best advise their own clients about 1031's and their investments.
MS
Maxine Sassano recommends John Lee, Esq.
Broker/Sales Person Oct 6, 2025
Very good and very informative. Great to see humor as well
JC
Julio Caceres recommends Russell Marsan
President Caceres Real Estate Group Oct 6, 2025
Great class at RCU. I always learn something new.
NL
Nancy Lanz recommends Russell Marsan
Realtor/Broker/Property Manager Oct 6, 2025
Phenomenal meeting/presentation on 1031 Exchanges.
BS
Beth Stansberry recommends Russell Marsan
Real Estate Agent Oct 6, 2025
Great information on 1031 Exchanges. Very engaging speaker!
DP
Dan Piedade recommends Patricia A. Flowers
Owner Oct 2, 2025
I wanted to thank Patty and the entire team for all the hard work and superior level of professionalism. I know the last couple closings would have most other groups ready to quit but not this group! I call them the A-team for a reason and my go to for any 1031. Awesome work everyone!
RR
Raquel Robson recommends Luke Hays
Real Estate Agent Oct 2, 2025
Luke was engaging and knowledgeable about 1031. He held my attention during his session. I did learn some things I did not know about IRS1031. I would recommend Luke if you are needing help!
Patti Singer recommends Russell Marsan
Oct 2, 2025
Russell is a wealth of information. His classes are so informative and easy to follow.
He’s my 1031 Exchange Guru!!!
BL
BRANDI LEWIS recommends John Lee, Esq.
Oct 2, 2025
John Lee helped to provide great foundational information to me as I begin my real estate journey. I look forward to collecting more resources and recommending the company.
RV
Rita Vestal recommends Luke Hays
Realtor Oct 2, 2025
Luke did an exceptional job teaching our 1031 Exchange class, recommend if you have a need in this area to look him up! Lots of good information to share with my clients, family & friends! Thank you, Luke
RW
Rachel Warren recommends Luke Hays
Realtor® Oct 1, 2025
Wow, 🤩 love anyone who can make a 2 hour class on 1031 fun !! Very informative, concise, and interactive course with an extremely knowledgeable professional.
A
Anonymous recommends Luke Hays
Oct 1, 2025
Wow, 🤩 love anyone who can make a 2 hour class on 1031 fun !! Very informative, concise, and interactive course with an extremely knowledgeable professional.
KS
Kristin Shoemaker recommends Luke Hays
Real Estate Agent Sep 30, 2025
Luke did wonderful job explaining info on 1031 and how it can be useful for buyers.
CE
Carol Elliott recommends Luke Hays
Realtor Sep 30, 2025
Luke did a great job of explaining a 1031 exchange. He is extremely knowledgeable and would recommend contacting him if you have any questions about a 1031 exchange.
A
Anonymous recommends Ross Fong
INVESTOR Sep 24, 2025
Have worked with Ross on several exchanges. Always available!
Matthew D Chavez recommends Rick Wittstock
Associate broker Sep 23, 2025
I think Rick did a really great job with the 1031 exchange class. He gave us a lot of information that really open my eyes to the possibilities of selling properties. It gives you the insight that you don’t have to give your money away you could do a 1031 and create more wealth and opportunity each and every time you sell.
DL
Darlne Lynch recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
RE salesperson Sep 23, 2025
Sangeeta knows the inside and outside of 1031 exchange. If you are looking for knowledge, solutions and astute services, call Sangetta.
GK
Gerard Kolodejcak recommends Carl Pikus
Broker Associate Sep 23, 2025
Awesome Job, Carl. I enjoyed working with you in the past and look forward to more transactions in the future.
LN
Laura N MAROTTA recommends Greg Smith, Esq.
Realtor Pohlman Team Sep 23, 2025
Greg was incredibly interesting, informative and kept the class moving along with relatable stories/examples etc. I learned a TON and feel much better equipped to handle 1031 and 1031 reverse exchange clients needs.
PS I've attended other classes on 1031 and none had the same impact to my base of working knowledge.
DL
Dan Lin recommends John Lee, Esq.
Sep 23, 2025
John is very knowledgeable of 1031s and DSTs. He bridges the practical and legal sides of the business to deliver a fulsome narrative or solution to wealth preservation.
SB
Sharon Beisser recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Realtor Sep 23, 2025
Sangeeta did an amazing job explaining 1031 Exchange. The 1031 has changed/updated a lot since the last time I had one. Thanks so much Sangeeta. Definitely will recommend you and your Team.
JF
Jenn Flanders recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Broker Associate at Serhant Sep 23, 2025
I’ve been to several 1031 classes over the past 15 years and always left half confused. Not yesterday! Sangeeta did an amazing job of explaining everything and I came away feeling much for informed than ever before.