John Lee, Esq.

VP, Account Executive IPX1031 Northeast and Mid-Atlantic Attorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
John is a member of the New York State Bar and is admitted to practice before the Federal Southern and Eastern District courts. John is a Qualified Real Estate Instructor for Continuing Education Courses (CEC). He also teaches Continuing Legal Education (CLE) to attorneys, which is also available to CPAs, accountants, real estate investment brokers and tax professionals. John is an accomplished attorney with over 20 years of experience in law, finance, tax, commercial real estate, estate planning, wealth management, corporate structuring, litigation and securities law. He holds a Master in Business Administration (MBA) degree with a concentration in financial planning and accounting from the Graduate School of Business at the University of Rochester. With his Juris Doctor (JD) from Cardozo School of Law and an MBA, John bridges the gap between law and finance by serving clients to maximize wealth and minimize costs. John was not only a general practitioner representing myriad clients ranging from real estate transactions to corporate structuring, but he also worked as an attorney at top international law firms and financial institutions. He is a Guest Lecturer at NJ, PA, NY Bar Associations, Law Schools, and Land & Title Associations. He brings a highly specialized skill set that enables him to bring the best legal, wealth preservation through IRC Section 1031 tax deferrals and investment strategy to IPX1031 clients.
Pinned Recommendation
Mar 5, 2019
Professor & Tax Parrtner
John is the consummate QI professional. He is conscientious and attentive, putting his clients' needs foremost. He has a diverse and accomplished legal and business background, which gives him a deep and nuanced perspective of issues that his clients face and helps him recognize and address client issues in an efficient manner. John is well-known and well-regarded in the real estate and legal communities. His access to such resources helps him connect his clients with the person who is best suited to address his clients' business and legal needs.
Dec 23, 2020
John was very helpful, patient and knowledgeable in walking me through all the requirements in successfully structuring a 1031 like kind exchange. We spoke many times over a 30 day period, His guidance most helpful and appreciated.
Dec 22, 2020
Very professional, knowledgeable, and trust worthy to handle your 1031 exchange. Highly recommended.
Dec 9, 2020
Executive Administrative Assistant
Last week. I attended a Webinar presentation by John Lee. As an experienced real estate investor I understand the complexities of the IRC, John did well presenting the complexities of a 1031 Exchange when a client sells real estate. It was an extremely beneficial presentation.
Dec 6, 2020
Associate Broker RE/MAX Properties, Ltd.
John Lee took the time to give our team an overview of the 1031 Tax Deferred Exchange. As a commercial sales group as well as being owners of several multi-tenanted office buildings we found this quite helpful. We now also have a go to person for any questions we may have going forward as well as a qualified intermediary that we now have met personally
Oct 27, 2020
I recently attended a Webinar presentation by John Lee - as a result I now I fully understand the complexities of the IRC. John did extremely well presenting the complexities of a 1031 Exchange and I am very thankful I had the opportunity to attend.
Oct 27, 2020
Excellent presentation. Thank you.
Sep 8, 2020
Managing Partner- Stonecrest Partners
Had the opportunity recently to join John as guests on a podcast about 1031 exchanges . It was a real pleasure to participate with such a professional that really knows his subject and the case law associated with it. Would welcome the opportunity to hear him speak in the future.
Sep 1, 2020
Corporate Vice President
I am the Vice President of a closely held corporation. About year ago, John Lee travelled to Phoenixville, PA to meet with me about doing a 1031 exchange. As a seasoned corporate attorney, John brought a myriad of experience and expertise to the deal. John explained each and every aspect of the 1031 exchange process and the benefits of doing a like-kind tax deferral. John did well presenting the complexities of a 1031 Exchange when a client sells real estate. Thanks to John's expertise our corporation was ultimately able to enter into a series of exchange transactions for millions of dollars worth of like-kind properties.
Aug 31, 2020
I recently participated in a zoom video conference held by the Asian American Bar Association of New York. John Lee, Esq. from IPX 1031 gave a great seminar on 1031 exchanges.
John's presentation provided a comprehensive overview to give anyone a good basic understanding of 1031 exchanges. The video also provided a direction for further research.
Aug 31, 2020
John presented with me on 1031 exchanges and Opportunity Zones to the Asian American Bar Association of New York. John did well presenting the complexities of a 1031 exchange when a client sells real estate. He was very engaging, kept the discussion flowing well, and initiated significant interest in services from our firms.
Jul 13, 2020
I thought John gave a very good presentation on the mechanics of a 1031.
Kept his cool during a minor technical glitch not his fault towards the end.
Jun 18, 2020
Director of Signature Real Estate School
I called John to ask him to speak in front of our new graduating class of REAL ESTATE students to explain the 1031 Tax deferred process. He was happy to do so and more than willing to accomadate our time slot. He informed the class of the entire process step by step and made sure everyone had all their questions answered. Thank you John I really appreciate you taking the time to join us.
Jun 4, 2020
John presented on 1031s and he did a great job at explaining everything so it was easy to absorb.
Jun 4, 2020
Great presentation re: 1031 exchanges; thorough & informative.
May 19, 2020
Wealth Advisor, Regional Director
John does a great job explaining 1031 exchanges, from the basics to complicated nuanced scenarios. Great resource!
May 14, 2020
Senior Vice President- Inland Securities Corporation
John and I have co-presented on several occasions at events and on event platforms facilitated to the educate both financial professionals and the investing public on the benefits and risk of utilizing 1031 exchanges. John does a masterful job of taking the complex and explaining it at a level that all can understand. John possesses a wealth of both knowledge and experience and I would highly recommend him as a partner and resource.
May 12, 2020
John was very thorough and interesting in his 1031 presentation. His slides were very helpful as well. He even followed up in detail with a question that i had until we got it answered completely by connecting with me after the seminar was finished. His information gave me confidence in him to call when my next 1031 case comes up.
May 11, 2020
COO, Simon Westfall-Kwong Real Estate Group of Keller Williams
Fantastic presentation by John Lee today to our busy residential real estate team in NJ (we sold over $50M in 2019). Definitely look forward to working with John further in the future for our investor clients!
May 7, 2020
President, Andalusian Wealth Management
John is a master of his material and proved himself as a go-to resource on 1031 exchanges. He explained a highly technical topic with clarity and purpose.
May 6, 2020
Sales Consultant
John clearly explained the intricacies involved in the 1031/exchange process. His knowledge of the subject is expansive. This depth of knowledge, makes it clear how important it is to choose the correct intermediary. His presentation was incredibly informative.
May 6, 2020
Regional sales director
John did a great job explaining the 1031 tax code!
Apr 23, 2020
New Jersey Direct Operations Counsel (FNTG)
John was a panelist for the New Jersey State Bar Association's annual Real Estate Conference, which was converted to a webinar due to COVID-19. He did an excellent job adapting to the new medium, and provided an in-depth presentation on 1031 exchanges generally, as well as the effects of the pandemic.
Apr 22, 2020
Underwriting Counsel
John and I presented at the New Jersey State Bar Association 2020 Real Estate Conference today. John did an excellent job presenting 1031 exchanges and, in particular, the extension of 1031 timeframes due to the current pandemic.
Apr 22, 2020
John and I presented at the New Jersey State Bar Association Real Property, Trust & Estate Law Section. John did an incredible job presenting 1031s and the impact of the COVID-19 pandemic on 1031 transactions.
Dec 19, 2019
Sales Executive
John presented on IRC 1031 exchanges and title insurance 101 for us in East Hanover, NJ on December 4th. He did an excellent job, the presentation was informative and he was able to handle all questions from a room of about 50 attorneys.

IPX1031 Northeast and Mid-Atlantic - Team Members