John Lee, Esq., 1031 Exchange Expert

John Lee, Esq.

New Jersey and Pennsylvania

John Lee, Esq.


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

IPX1031 Northeast/Mid-Atlantic Office


Toll-Free: (877) 230-1031
Toll Free Fax: (888) 310-1868

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 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.

Start an Exchange with JOHN LEE

1031 Frequently Asked Questions

How does a 1031 Exchange work?

 

Exchange pitfalls. What should I be aware of?

 

John Lee, Esq. & IPX1031 are a winning combination.

See how we’re different and why.

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Full Service Qualified Intermediary

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Superior Customer Service

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Owned by Fidelity National Financial (NYSE: FNF)

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$100M Fidelity Bond & $30M E&O Insurance

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$50M Written Performance Guaranty

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Segregated Bank Accounts

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Attorneys & Certified Exchange Specialists (CES®)

Let’s talk about your specific needs

Customized solutions for your investment and business goals.

Why a 1031 is right for me or for my client

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deferring taxes (up to 35 to 40% of the gain)

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greater purchasing power

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improved cash flow

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portfolio diversification

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portfolio consolidation

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greater appreciation potential

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freedom from joint ownership

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estate planning for heirs

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