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.
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
ATTORNEY
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
Advisor
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
partner
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.
Dec 11, 2019
VP & NJ State Manager of NJ Direct Operations for the Fidelity National Title Group
“John and I co-presented on Title 101 and IRC 1031 last week in Hanover, NJ for attorneys and CPAs. As the State Manager of Chicago Title New Jersey (FNTG Direct Operations), John and I tag teamed in the Q&A and John did extremely well not only presenting the complexities of the TCJA and 1031 tax-deferrals with an involved audience, but also fielded difficult questions ranging from financial accounting to local and Federal tax laws. We received all positive feedback and was well worth our efforts…”
Dec 9, 2019
“John presented on Title 101 and IRC 1031 last week in Hanover, NJ for attorneys and CPAs. John did an excellent job!”
Dec 9, 2019
New Jersey Direct Operations Counsel, FNTG
John and I co-presented on Title 101 and IRC 1031 last week in East Hanover, New Jersey. The seminar was for continuing legal education credits, and the attendees included our attorney customers and prospects. The presentation was very well received, and John did an excellent job explaining the complexities of the TCJA and 1031 tax-deferrals. Being real estate and tax attorneys, the attendees asked challenging, complex questions, but John did a fantastic job. John has also agreed to participate in the New Jersey State Bar Association’s annual Real Estate Conference, which I am organizing this coming April.
Nov 15, 2019
Partner at Song Law Group; NY & NJ Real Estate Attorney
Last night, John Presented on TCJA Updates, IRC 1031 Exchanges and Opportunity Zones to the Asian American Bar Association to attorney and CPAs. As a Real Estate Developer and Investment Professional that works with myriad of clients, John did a fantastic job of explaining the advantages of a 1031 cap gains deferral. He was engaging and answered complicated questions regarding the complex nuance and regulations…etc.”
Nov 15, 2019
Principal of Century New York City Regional Center
I attended a presentation by John Lee in Manhattan in the evening of Thursday November 14, 2019. John gave a talk on TCJA Updates, IRC 1031 Exchanges and Opportunity Zones to the Asian American Bar Association to attorney, CPAs, real estate developers, and bankers. I was very impressed as the presentation was clear and informative. I learned a lot from John.
Nov 15, 2019
Founder and CEO of Century Development Group
Last night, John Presented on TCJA Updates, IRC 1031 Exchanges and Opportunity Zones to the Asian American Bar Association to attorney and CPAs. As a Real Estate Developer and Investment Professional that works with myriad of clients, John did a fantastic job of explaining the advantages of a 1031 cap gains deferral. He was engaging and answered complicated questions regarding the complex nuance and regulations…etc.
Nov 15, 2019
Manager
Last night, John Presented on TCJA Updates, IRC 1031 Exchanges and Opportunity Zones to the Asian American Bar Association to attorney and CPAs that I hosted at my bank branch at First Republic. As a Banking Professional that works with myriad of clients, John did a great job of explaining the advantages of a 1031 cap gains deferral. He was engaging and answered complicated questions regarding the complex nuance and regulations, and we all enjoyed the seminar and learn.
Nov 15, 2019
Real Estate Attorney
Last night, John Presented on TCJA Updates, IRC 1031 Exchanges and Opportunity Zones to the Asian American Bar Association to attorney and CPAs. As a Real Estate Attorney that works with myriad of clients, John did a fantastic job of explaining the advantages of a 1031 cap gains deferral. He was engaging and answered complicated questions regarding the complex nuance and regulations. He is a great presenter!
Nov 14, 2019
Financial Advisor
“John and I co-presented on TCJA updates, IRC 1031 and DST Replacement Property investment strategies on 11/13/2019 in Parsippany, NJ for attorneys and CPAs. John did well not only presenting the complexities of the TCJA and 1031 tax-deferrals but he also fielded myriad of difficult questions ranging from financial accounting to local tax laws. We received all positive feedback and was well worth our efforts, Further, he was very engaging and kept the discussion flowing well and sparked interest from the audience--and initiated significant interest in services from our firms.”
Nov 13, 2019
Mortgage Loan Originator
John presented on 1031 Exchanges and Opportunity Zones to the CPA Club in Ocean County, NJ. John did well presenting the complexities of a 1031 Exchange when a client sells real estate. He was very engaging and kept the discussion flowing as well, helped the group and initiated significant interest in services from our group.
Nov 13, 2019
Attorney
John Lee provided an excellent overview of 1031 exchanges. His ability to field questions from the audience was outstanding . I was very glad I attended this informative presentation as it is an added dimension to my knowledge base which will enable me to better serve my clients.

IPX1031 Northeast and Mid-Atlantic - Team Members