John Lee, Esq.
New Jersey and Pennsylvania
Vice President / Account Executive
Cell Phone: (914) 272-5404
Toll-Free: (877) 230-1031
Toll-Free Fax: (888) 310-1868
Email: john.lee@ipx1031.com
John’s Bio
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John’s Bio
John Lee, Esq. is a member of the New York State Bar and is admitted to practice before the Federal Southern and Eastern District courts. As a 1031 Exchange rules and 1031 regulations, expert John 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.
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.
Additional Contact Information
Office
2 University Plaza, Ste 206, Hackensack, NJ 07601
1700 Market St, Suite 2110, Philadelphia, PA 19103
2 Gateway Center Suite 1900, Pittsburgh, PA 15222
IPX1031 Northeast/Mid-Atlantic Office
Toll-Free: (877) 230-1031
Toll Free Fax: (888) 310-1868
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John’s 1031 Exchange Educational Videos
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1031 Exchange FAQs
How do I know if a 1031 is right for me?
To determine if a 1031 Exchange is right for you, simply do the math. Determine your cost basis, gain and taxable amount. Money, money, money. Reach out to me at (914) 272-5404 for more detail.
What are the 1031 Exchange rules for New Jersey?
When selling an investment property in New Jersey, sellers/taxpayers/exchangers must comply with the NJ state withholding/bulk sales requirements. For more information:
FAQs on Gross Income Tax (GIT) Forms Required For Sale or Transfer of Real Property in New Jersey
TB-57(R) – Estimated Gross Income Tax Payment Requirements on Sales of New Jersey Real Property by Nonresidents
What are the 1031 Exchange rules for Pennsylvania?
New Pennsylvania law now recognizes 1031 state tax deferrals. As of January 1, 2023, the PA state tax of 3.07% can now be deferred. Unlike other states, when real estate was sold, PA did not permit taxpayers to defer state taxes via a 1031 Exchange – only federal taxes could be deferred. This changed when PA Governor Tom Wolf signed House Bill 1342 into law.
However, there are still local law issues, i.e., Philadelphia does not recognize IRC Section 1031 for purposes of the gross receipts portion of the BIRT.
What are the benefits of doing a Tax Deferred Exchange?
Some key benefits of doing a 1031 Exchange include:
• Reducing management burdens (no more the terrible “T”s) such as not having to be a landlord anymore (if buy DST/NNN)
• Estate planning such as leaving property to kids in stepped up basis up death
• Cash flow (restarting depreciation) to make more money
• Conversion such as converting 2nd/vacation home to rental or vice versa
How do I get started with my 1031?
Give me a call at (914) 272-5404 and I’ll talk you through the initial steps. Or click here to fill out our online form.
John’s Key 1031 Resources
1031 Brochure
1031 Reference Book
Your IPX1031 Resource
IPX1031 Exchange Industry Partner Tools
IPX1031, the nation’s largest exchange facilitator and accommodator, provides industry leading exchange services including guidance, expertise, security and key information on 1031 Exchange rules, regulations and strategy.
1031 Exchange expert, John Lee, Esq. offers you customized solutions to defer capital gains tax and maximize equity in your 1031 like kind investment property.
Schedule Seminar with John Lee, Esq.
IPX1031 provides seminars for continuing education credits as well as custom and personalized seminars on tax deferred exchange topics for attorneys, CPAs, advisors, brokers, REALTORS®, agents, escrow, investors and taxpayers.
To find out about a seminar nearest you, or to schedule a seminar for your office, please contact us.
Industry Partner Resources
What John’s 1031 Customers Are Saying
Discover why so many clients trust John and IPX1031 for their 1031 Exchange needs.
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Is There an IPX1031 Office in New Jersey and Pennsylvania near me?
IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all areas throughout New Jersey and Pennsylvania, including:
Newark, NJ
Jersey City, NJ
Paterson, NJ
Elizabeth, NJ
Edison, NJ
Woodbridge, NJ
Lakewood, NJ
Toms River, NJ
Hamilton Township, NJ
Trenton, NJ
Clifton, NJ
Camden, NJ
Brick Township, NJ
Cherry Hill, NJ
Bayonne, NJ
Passaic, NJ
Philadelphia, PA
Pittsburgh, PA
Allentown, PA
Erie, PA
Reading, PA
Scranton, PA
Bethlehem, PA
Lancaster, PA
Harrisburg, PA
York, PA
Altoona, PA
Wilkes-Barre, PA
State College, PA
Chester, PA
Levittown, PA
Norristown, PA
Is there an IPX1031 office near me? IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all US states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Washington DC, West Virginia, Wisconsin, Wyoming Search for your closest 1031 agent and 1031 office location here.
