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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.
Apr 1, 2024
President, Heritage Abstract Company
John presented a one-hour CE Seminar to 70 or so of our clients, mostly real estate attorneys and professionals.
John's presentation was clear, concise, and informative. His mastery of the 1031 Exchange process was obvious, especially during the question-and-answer session. John left our clients feeling like they have a solid partner (as opposed to a vendor) in the 1031 Exchange arena. Thanks John!
Mar 29, 2024
Sr. Vice President
John and I ran a presentation highlighting the benefits of utilizing exchanges. John did a fantastic job discussing the complexities of the 1031 exchange but made it easily digestible for the attendees. John thoroughly went through the requirements and shined a light on how important it is to work with the right qualified intermediary. John's experience and robust knowledge through countless number of exchanges makes him a great resource. If you're considering an exchange, I highly recommend working with John and IPX.
Mar 27, 2024
SR. VP of Sales
John Lee presented a Webinar on 1031 Basics on behalf of our clients and prospective clients and the overwhelming response has been positive which has led to new opportunities for our company. John was thorough and kept the flow of the webinar moving, addressed the many questions from the participants and was engaging. If you know of anyone that is contemplating a 1031 exchange, john is the person to contact and Heritage Abstract Company is the title agency to facilitate the search and policy issuance.
Mar 14, 2024
partner NM investors
I attended an investors meeting in Valley Forge recently and met John Lee and David Ewan where interesting investment strategies were presented. For me, planning the sale of one of my properties with serious tax exposure, the timing could not be better, John was able to enlighten me with numerous opportunities allowing a probable reduction of tax consequences. I will be reaching out to John to secure his services shortly.
Mar 11, 2024
Registered represenative
John Lee was both an engaging speaker and very knowledgeable about 1031 exchanges. Mr. Lee was professionalism at its best!
Feb 21, 2024
SVP
John is very knowledgeable about 1031 exchanges. His presentation on January 24 was thorough and informative. He presented a lot of information in 1 hour and was able to answer questions too. Great webinar!
Jan 11, 2024
I attended a webinar in which John presented on 1031 exchanges. For someone like myself who is new to this area, he made it easy to understand. His command of the subject matter was obvious, and he was very approachable.
Dec 16, 2023
Director of Finance
I really enjoyed John's presentation yesterday. He speaks eloquently and his content was top notch. We will certainly keep John Lee in mind should we plan to execute a Section 1031 transaction, and that would be well in advance of all the required deadlines!
Oct 20, 2023
President
I have attended several presentations regarding 1031 exchanges and participated in several transactions. My associates and I had the opportunity to attend John Lee's presentation and it was exceptional. John is very insightful and an expert on the topic. The presentation was beneficial for our newer associates as well as our seasoned group. I certainly will be able to better assist my associates and Clients in the future. Thank you John and Fidelity.
Sep 11, 2023
Managing Member
This was a fantastic presentation. I wish I had it sooner in my 1031 Exchange career! It hit the basics and beyond and made this complicated topic feel a little simpler.
Aug 30, 2023
Broker/Owner
I attended a 1031 education session by John Lee last week in Harrisburg, PA for NARPM PA State Chapter. I was blown away by the information he was able to provide (and be amusing!) as well as the printed collateral his company provided that I am going to save and use as a reference. It was well worth my time to attend and I am glad I made the connection with John Lee.
Aug 29, 2023
Attorney
He did a very good job. Very good webinar for legal practitioners with little experience with 1031 Exchanges. He has given me a very good base of knowledge and overview of what such transactions are all about
Aug 29, 2023
Broker/Owner
I have personally done a few 1031 exchanges and helped a few clients with them. While I deal with them infrequently, I have a book I can reference anytime to bring me up to speed. I thought I knew all I needed to know about 1031s. John came in as a true professional to demonstrate he knew his trade well by teaching me things I didn't know to give me new ideas for the future, both for me and my clients. I can't recommend John highly enough.
Aug 28, 2023
Attorney/ Investor
John has a deep expertise on the 1031 process. The presentation answered all my questions as well as many questions that had not occurred to me. Just this afternoon I shared John's presentation with a potential investor with the strong advice that he use John for any 1031 activity.
Aug 28, 2023
President of NARPM Pennsylvania State Chapter
As the President of the National Association of Residential Property Managers Pennsylvania Chapter (NARPM), we invited John Lee of IPX to speak to our members in a live session in Hershey, PA. As an experienced real estate professional, I understand the complexities of the IRC, John did well presenting the complexities of a 1031 Exchange when a client sells real estate.
Aug 28, 2023
CEO/ Broker
I highly recommend John. He is very knowledgeable in 1031 exchanges!
Aug 17, 2023
President - Grundy Commons, Bristol, PA
John Lee worked with me on several 1031 exchanges.
Having no experience with this type of real estate transaction, I asked John for guidance on a number of matters. Each question was answered swiftly, with an abundance of patience and precision.
I am very grateful for his professional assistance.
Jul 4, 2023
Attorney
Great speaker. Extremely knowledgeable about 1031s. I am on his email list and enjoy reading his newsletters and commentary. Had the opportunity to hear him live at a luncheon and he was both informative and at times humorous!
Jul 3, 2023
partner
He did indeed do a great job. He answered questions with ease in plain language that were extremely helpful. The following week i retained IPX for my self and a client as our Q I
Jun 12, 2023
Planning Associate
John was a wonderful speaker and provided valuable information on 1031 exchanges. Every once and awhile, a client asks about this tax advantage strategy. 1031s can add immense tax savings; however, the requirements to qualify are strict and often confusing. John was able to clarify these requirements and provide the fundamental steps to execute a successful exchange. He also provided a very helpful presentation that myself and my colleagues can refer back to. Thank you, John, and I look forward to using your expertise in the future.
May 16, 2023
Financial Advisor
John is extremely knowledgeable - we completed a lunch hour webinar with him on 1031 exchanges and how they can be a powerful planning tool in the appropriate setting.
May 16, 2023
Senior Financial Advisor
John walked our group through the complexities of 1031 exchanges and fielded a bunch of questions we had on the topic. The information was clearly explained and certainly a worthwhile use of our time.
May 15, 2023
John did a great job speaking to my colleagues about the mechanics and advantages of a 1031 exchange. John's presentation will certainly be useful in adding value to my clients who are considering exchanging property. Thank you, John.
Feb 27, 2023
Commercial Real Estate Attorney
John, gave and informative and topical presentation to our group. His wealth of knowledge is apparent and we will certainly have him back.
Feb 22, 2023
Partner
I attended John's webinar presentation on 1031 Exchanges. The webinar was very informative, and John was very organized, easy to understand and answered all questions efficiently and effectively.
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IPX1031 Northeast and Mid-Atlantic - Team Members