ABOUT US
The Sontag Group, LLC is a trusted leader in the 1031 exchange industry, serving as a qualified intermediary for over 30 years with a proven track record of facilitating more than 6,000 successful exchanges valued up to $300 million. Led by CEO and President Samuel S. Sontag, a CPA and attorney with over three decades of tax law expertise, we specialize in providing tailored solutions to maximize the benefits of 1031 exchanges while ensuring accuracy and compliance. As certified exchange specialists and members of the Federation of Exchange Accommodators, we are dedicated to delivering precision, professionalism, and exceptional service, earning the trust of attorneys, CPAs, and investors nationwide.
OUR TEAM
SAM SONTAG
PRESIDENT & CEO
Sam Sontag is a leading expert in 1031 exchanges, with over 30 years of experience in tax law and investment strategy. A CPA and attorney with advanced degrees in taxation, including an MBA and LLM, Sam combines deep technical knowledge with practical expertise to guide clients through complex tax-deferred property exchanges.
After 11 years at Deloitte, Sam became a trusted advisor in the field, sought out by peers and exchange companies for his insights. Under his leadership, The Sontag Group, LLC has facilitated over 5,000 successful exchanges, ranging from modest transactions to deals exceeding $300 million.
As a certified exchange specialist, Sam is committed to professionalism and excellence. He collaborates with clients’ legal and accounting teams to deliver tailored, tax-efficient strategies, helping investors achieve their financial goals with confidence.
LEAH BADACH
MANAGER
Leah has been a vital member of The Sontag Group for over nine years. She holds a Bachelor’s degree in Economics and is a Certified Exchange Specialist (CES), committed to staying at the forefront of 1031 exchange regulations and best practices through ongoing education. Leah excels at navigating clients through complex exchange transactions, including reverse exchanges, with precision and expertise. Her hands-on approach and in-depth knowledge of the process ensure clients experience a smooth and seamless journey from start to finish.
ALLON LEISER
VICE PRESIDENT
Allon Leiser brings over a decade of expertise in the 1031 exchange industry, specializing in navigating the complexities of Delaware Statutory Trust (DST) replacement property solutions. As the head of our Replacement Property Division, Allon is dedicated to providing tailored investment options that align with clients’ financial goals and 1031 requirements.
With a keen eye for market trends and a deep understanding of real estate investment strategies, Allon has successfully guided countless clients through the intricacies of DST investments, helping them defer taxes while maximizing returns. His meticulous approach, combined with his passion for client success, has earned him a reputation as a trusted advisor among attorneys, CPAs, and investors nationwide.
Allon’s strategic insights and commitment to excellence ensure that clients receive the highest level of professionalism and service.
Defer Taxes, Maximize Gains – Reach Out to Our 1031 Experts!